Position in ARKO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,085,000
+$269,000 QoQ
Shares Held
375,000
-6.2% QoQ
Ownership
0.334%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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 Mar 31, 2026CM Management, LLC holds $5,061,600 across 2 Specialty Retail names. ARKO ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HZO |
Marinemax Inc
|
110,000 | $2,976,600 | |
| 2 | ARKO |
ARKO Corp.
This page
|
375,000 | $2,085,000 |
All Filings in ARKO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,085,000 | 375,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,816,000 | 400,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,199,000 | 700,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,961,000 | 700,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,147,500 | 1,050,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,919,500 | 1,050,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,160,400 | 1,020,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,395,400 | 1,020,000 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,104,000 | 720,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,032,500 | 610,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,218,500 | 590,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,690,500 | 590,000 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,613,100 | 190,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,645,400 | 190,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,784,100 | 190,000 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,836,000 | 225,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,002,000 | 220,000 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,490,900 | 170,000 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,717,000 | 170,000 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,378,500 | 150,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,292,200 | 130,000 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||