Position in ARKO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,558,004
+$535,922 QoQ
Shares Held
280,217
+24.5% QoQ
Ownership
0.250%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in ARKO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $2,969,742,993 across 37 Specialty Retail names. ARKO ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
935,994 | $681,272,585 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
1,120,044 | $585,458,189 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
8,485,110 | $384,375,476 | |
| 4 | BBY |
Best Buy Co Inc
|
4,115,929 | $264,242,635 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
1,052,855 | $208,770,608 | |
| 6 | WSM |
Williams Sonoma Inc
|
1,056,318 | $192,598,455 | |
| 7 | FIVE |
Five Below, Inc
|
822,143 | $187,843,225 | |
| 8 | MUSA |
Murphy USA Inc.
|
210,612 | $104,036,004 |
All Filings in ARKO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,558,004 | 280,217 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,022,082 | 225,129 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $768,062 | 168,067 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,095,663 | 259,023 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,233,578 | 312,299 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,505,522 | 380,201 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,916,779 | 415,496 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,997,832 | 318,634 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,889,320 | 331,460 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,249,600 | 272,679 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $990,958 | 138,596 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,318,527 | 165,853 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,455,240 | 171,407 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,504,255 | 173,702 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,845,214 | 196,509 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,663,022 | 203,802 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,254,003 | 247,693 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $865,675 | 98,709 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $405,452 | 40,144 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $741,824 | 80,721 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $93,346 | 9,391 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||