Position in ARKO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,605,440
+$6,361,589 QoQ
Shares Held
1,188,029
+2111.9% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in ARKO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026JPMORGAN CHASE & CO holds $2,319,509,517 across 32 Specialty Retail names. ARKO ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
1,104,673 | $577,423,617 | |
| 2 | CASY |
Caseys General Stores Inc
|
751,589 | $547,051,564 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
8,741,626 | $395,995,650 | |
| 4 | BBY |
Best Buy Co Inc
|
5,127,133 | $329,161,933 | |
| 5 | WSM |
Williams Sonoma Inc
|
841,412 | $153,414,644 | |
| 6 | MUSA |
Murphy USA Inc.
|
214,758 | $106,084,006 | |
| 7 | FIVE |
Five Below, Inc
|
459,598 | $105,008,947 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
171,501 | $34,006,927 |
All Filings in ARKO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,605,440 | 1,188,029 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $243,851 | 53,712 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $294,384 | 64,417 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $3,103,152 | 733,606 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,366,460 | 599,104 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,211,469 | 639,070 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,682,573 | 239,683 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $215,098 | 34,306 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $1,309,807 | 229,791 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,792,485 | 217,271 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,083,653 | 151,560 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $991,753 | 124,749 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $932,786 | 109,869 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,407,395 | 162,517 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,123,878 | 119,689 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $978,130 | 119,869 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,561,230 | 171,564 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $2,119,391 | 241,664 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $1,195,918 | 118,408 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $210,965 | 22,956 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $15,157 | 1,525 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $396,189 | 44,021 | Shares | Defined | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||