Position in ARKO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$295,896
+$161,674 QoQ
Shares Held
36,849
+52.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 153 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 24%
Shared 18%
None 58%
Common Shares in ARKO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $119,095,543 across 16 Specialty Retail names. ARKO ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
61,404 | $48,803,284 | |
| 2 | WSM |
Williams Sonoma Inc
|
45,054 | $10,502,087 | |
| 3 | EYE |
National Vision Holdings, Inc.
|
504,096 | $9,582,864 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
301,312 | $9,524,471 | |
| 5 | FIVE |
Five Below, Inc
|
51,398 | $9,240,845 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
17,321 | $7,811,423 | |
| 7 | MUSA |
Murphy USA Inc.
|
11,924 | $6,425,484 | |
| 8 | BBY |
Best Buy Co Inc
|
81,727 | $6,201,443 |
All Filings in ARKO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,896 | 36,849 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $134,222 | 24,141 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $112,005 | 24,671 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $105,046 | 22,986 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $94,515 | 22,344 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $141,540 | 21,478 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $145,026 | 20,659 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $86,720 | 13,831 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $134,516 | 16,305 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $116,580 | 16,305 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $129,624 | 16,305 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $138,429 | 16,305 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $141,201 | 16,305 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||