Arkhouse Management Co. LP
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $122,851,034 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $53,085,928 | Pooled investment vehicles (100%) |
| Aug 2024 to Mar 2025 | $289,271,037 | Pooled investment vehicles (100%) |
| Apr 2024 to Jun 2024 | — | — |
| Jun 2023 to Mar 2024 | — | — |
| May 2023 | $0 | — |
Schedule 13D/13G stakes
Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.
No stake currently held at or above 5%.
A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis. Show 1 exited, below-5% or retired stake
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: the S&P MidCap 400 as of 2025-09-30, active share 99.0%; sector active share 84.5% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
16 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 74.3% | $27,258,078 |
| Real Estate | 20.7% | $7,585,035 |
| Consumer Cyclical | 3.7% | $1,372,233 |
| Unclassified | 1.3% | $458,435 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IRT | Independence Realty Trust, Inc. | +18,447 | 45,932 | $752,825 | |
| CSR | Centerspace | +12,899 | 19,289 | $1,136,122 | |
| FVR | FrontView REIT, Inc. | +4,464 | 73,449 | $1,006,985 | |
| — | +2,420 | 20,530 | $458,435 | ||
| PPLI | People Inc | +2,391 | 800,061 | $27,258,078 | |
| AKR | Acadia Realty Trust | +1,309 | 26,519 | $534,357 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JACK | Jack In The Box Inc | −7,041 | 44,474 | $879,250 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PPLI |
People Inc
Communication Services
|
Added | 800,061 | $27,258,078 | 74.33% | |
| CSR |
Centerspace
Real Estate
|
Added | 19,289 | $1,136,122 | 3.10% | |
| FVR |
FrontView REIT, Inc.
Real Estate
|
Added | 73,449 | $1,006,985 | 2.75% | |
| JACK |
Jack In The Box Inc
Consumer Cyclical
|
Reduced | 44,474 | $879,250 | 2.40% | |
| COLD |
Americold Realty Trust
CALL
+ SHARES
Real Estate
|
Held | 67,605 | $827,485 | 2.26% | |
| IRT |
Independence Realty Trust, Inc.
Real Estate
|
Added | 45,932 | $752,825 | 2.05% | |
| ELMES |
Elme Communities
CALL
+ SHARES
Real Estate
|
Reduced | 32,812 | $553,210 | 1.51% | |
| AKR |
Acadia Realty Trust
Real Estate
|
Added | 26,519 | $534,357 | 1.46% | |
|
|
Held | 20,640 | $518,064 | 1.41% | ||
|
|
NEW | 38,206 | $501,263 | 1.37% | ||
| CPT |
Camden Property Trust
Real Estate
|
NEW | 4,665 | $498,128 | 1.36% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
Held | 8,200 | $497,740 | 1.36% | |
| WH |
Wyndham Hotels & Resorts, Inc.
Consumer Cyclical
|
Held | 6,170 | $492,983 | 1.34% | |
| AMH |
American Homes 4 Rent
Real Estate
|
Held | 14,135 | $469,988 | 1.28% | |
|
|
Added | 20,530 | $458,435 | 1.25% | ||
| AHRT |
AH Realty Trust, Inc.
Real Estate
|
NEW | 41,208 | $288,868 | 0.79% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.