Position in ARKO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$134,222
+$22,217 QoQ
Shares Held
24,141
-2.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 35%
Shared 17%
None 48%
Common Shares in ARKO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Cerity Partners LLC holds $132,478,494 across 17 Specialty Retail names. ARKO ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
67,570 | $49,181,498 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
488,490 | $22,128,596 | |
| 3 | FIVE |
Five Below, Inc
|
61,903 | $14,143,596 | |
| 4 | BBY |
Best Buy Co Inc
|
216,090 | $13,872,976 | |
| 5 | ULTA |
Ulta Beauty, Inc.
|
23,453 | $12,259,116 | |
| 6 | WSM |
Williams Sonoma Inc
|
41,690 | $7,601,336 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
334,775 | $6,250,247 | |
| 8 | ASO |
Academy Sports & Outdoors, Inc.
|
49,330 | $2,784,677 |
All Filings in ARKO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||