Position in ARKO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,006,527
+$5,541,830 QoQ
Shares Held
1,993,341
+5.9% QoQ
Ownership
1.78%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 153 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARKO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $4,838,862,219 across 35 Specialty Retail names. ARKO ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
|
3,815,020 | $889,281,161 | |
| 2 | CASY |
Caseys General Stores Inc
|
1,084,171 | $861,688,268 | |
| 3 | BBY |
Best Buy Co Inc
|
7,981,481 | $605,634,777 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
1,234,304 | $556,646,417 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
15,559,952 | $491,850,082 | |
| 6 | DKS |
Dick's Sporting Goods, Inc.
|
1,237,394 | $280,653,332 | |
| 7 | MUSA |
Murphy USA Inc.
|
480,805 | $259,091,389 | |
| 8 | FIVE |
Five Below, Inc
|
1,322,283 | $237,733,260 |
All Filings in ARKO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,006,527 | 1,993,341 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,464,697 | 1,882,140 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,641,870 | 1,903,496 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $8,663,627 | 1,895,761 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,701,751 | 1,820,745 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $7,271,649 | 1,840,924 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,878,922 | 1,802,568 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $12,644,507 | 1,801,212 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $11,201,912 | 1,786,589 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $9,656,900 | 1,694,193 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $13,783,761 | 1,670,759 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $11,555,358 | 1,616,134 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,588,737 | 1,583,489 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,126,346 | 1,546,095 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,570,518 | 1,451,561 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,275,093 | 1,413,748 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,004,420 | 1,348,581 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $11,952,313 | 1,313,441 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $13,562,191 | 1,546,430 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $13,803,306 | 1,366,664 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,288,892 | 793,133 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,234,348 | 627,198 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||