Orion Capital Management LLC

Position in ARLO — Arlo Technologies, Inc.

CIK 1846758 CORONADO, CA

Position in ARLO

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$440,256

-$24,495 QoQ

Shares Held

32,660

0.0% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#143

of 259 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Industrials · as of Jun 30, 2026

Orion Capital Management LLC holds $505,187 across 5 Building Products & Equipment names. ARLO ranks #1 (87.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARLO	Arlo Technologies, Inc. This page	32,660	$440,256
2	CARR	CARRIER GLOBAL Corp	750	$55,012
3	TT	Trane Technologies plc	13	$6,385
4	OC	Owens Corning	12	$1,907
5	MAS	Masco Corp /De/	20	$1,627

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,256	32,660	0.0%	Shares	Sole	2026-08-18
2026-03-31	$464,751	32,660	-4.7%	Shares	Sole	2026-05-14
2025-12-31	$479,297	34,260	-2.0%	Shares	Sole	2026-02-03
2025-09-30	$592,572	34,960	0.0%	Shares	Sole	2025-10-31
2025-06-30	$592,921	34,960	0.0%	Shares	Sole	2025-07-31
2025-03-31	$345,055	34,960	-8.4%	Shares	Sole	2025-05-14
2024-12-31	$427,010	38,160	-15.5%	Shares	Sole	2025-02-18
2024-09-30	$546,887	45,160	+16.5%	Shares	Sole	2024-11-18
2024-06-30	$505,430	38,760	-17.1%	Shares	Sole	2024-08-14
2024-03-31	$591,514	46,760	-5.1%	Shares	Sole	2024-05-10
2023-12-31	$468,955	49,260	-2.0%	Shares	Sole	2024-02-06
2023-09-30	$517,678	50,260	+3.3%	Shares	Sole	2023-11-16
2023-06-30	$530,880	48,660	-3.9%	Shares	Sole	2023-08-08
2023-03-31	$306,999	50,660	0.0%	Shares	Sole	2023-05-10
2022-12-31	$177,816	50,660	+11.0%	Shares	Sole	2023-01-23
2022-09-30	$211,862	45,660	+12.3%	Shares	Sole	2022-10-27
2022-06-30	$254,938	40,660	-14.7%	Shares	Sole	2022-07-22
2022-03-31	$422,267	47,660	0.0%	Shares	Sole	2022-05-11
2021-12-31	$499,953	47,660	0.0%	Shares	Sole	2022-02-07
2021-09-30	$305,500	47,660	+37.5%	Shares	Sole	2021-10-25
2021-06-30	$234,648	34,660	+12.3%	Shares	Sole	2021-08-09
2021-03-31	$193,800	30,860	+94.6%	Shares	Sole	2021-05-14
2020-12-31	$123,549	15,860	—	Shares	Sole	2021-02-23
No filing history on record for this holder in this stock.