§ 13F · FUND PROFILE
Arkhouse Management Co. LP.
AUM · $37M (13F)Positions · 18Turnover · n/a · Q3Filed · Nov 13, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 13, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IAC | IAC INC | 800K | $27M | 74.3% | NEW |
| 2 | CSR | CENTERSPACE | 19K | $1M | 3.1% | NEW |
| 3 | FVR | FRONTVIEW REIT INC | 73K | $1M | 2.7% | NEW |
| 4 | JACK | JACK IN THE BOX INC | 44K | $879K | 2.4% | NEW |
| 5 | IRT | INDEPENDENCE RLTY TR INC | 46K | $753K | 2.1% | NEW |
| 6 | AKR | ACADIA RLTY TR | 27K | $534K | 1.5% | NEW |
| 7 | SILA | SILA REALTY TRUST INC | 21K | $518K | 1.4% | NEW |
| 8 | PKST | PEAKSTONE REALTY TRUST | 38K | $501K | 1.4% | NEW |
| 9 | CPT | CAMDEN PPTY TR | 5K | $498K | 1.4% | NEW |
| 10 | ELS | EQUITY LIFESTYLE PPTYS INC | 8K | $498K | 1.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARKHOUSE SIGNAL
AC read
Arkhouse Management Co. LP is a Other fund managing $37 million in assets. The fund runs a focused portfolio of just 18 positions.
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