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Equibles

CM Management, LLC

Position in ARKO — ARKO Corp.

CIK 1841857 GULF BREEZE, FL
Back to ARKO Full portfolio

Position in ARKO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,810,500
+$725,500 QoQ
Shares Held
350,000
-6.7% QoQ
Ownership
0.312%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#33
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, 2026

CM Management, LLC holds $8,419,200 across 3 Specialty Retail names. ARKO ranks #2 (33.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HZO
Marinemax Inc
 110,000 $4,028,200
2 ARKO
ARKO Corp.
This page 		350,000 $2,810,500
3 TSCO
Tractor Supply Co /De/
 50,000 $1,580,500

All Filings in ARKO

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,810,500 350,000
2026-03-31 $2,085,000 375,000
2025-12-31 $1,816,000 400,000
2025-09-30 $2,514,895 700,000
2025-06-30 $2,328,405 700,000
2025-03-31 $2,201,200 1,050,000
2024-12-31 $3,235,500 1,050,000
2024-09-30 $3,260,400 1,020,000
2024-06-30 $2,913,900 1,020,000
2024-03-31 $2,022,480 720,000
2023-12-31 $2,172,500 610,000
2023-09-30 $1,786,460 590,000
2023-06-30 $1,511,096 590,000
2023-03-31 $1,613,100 190,000
2022-12-31 $1,645,400 190,000
2022-09-30 $1,784,100 190,000
2022-06-30 $1,836,000 225,000
2022-03-31 $2,002,000 220,000
2021-12-31 $1,490,900 170,000
2021-09-30 $1,717,000 170,000
2021-06-30 $1,378,500 150,000
2021-03-31 $1,292,200 130,000