Position in ARLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,557,043
New position
Shares Held
2,563,579
first reported quarter
Ownership
2.38%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 259 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 98%
None 2%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Jupiter Topco LLC holds $1,709,163,658 across 24 Building Products & Equipment names. ARLO ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
1,748,566 | $858,825,674 | |
| 2 | SPXC |
SPX Technologies, Inc.
|
1,898,958 | $465,567,530 | |
| 3 | CSL |
Carlisle Companies Inc
|
249,295 | $90,431,760 | |
| 4 | BLDR |
Builders FirstSource, Inc.
|
826,290 | $73,936,428 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
|
361,701 | $56,772,588 | |
| 6 | ARLO |
Arlo Technologies, Inc.
This page
|
2,563,579 | $34,557,043 | |
| 7 | OC |
Owens Corning
|
188,052 | $29,892,744 | |
| 8 | GFF |
Griffon Corp
|
249,990 | $24,381,524 |
All Filings in ARLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,557,043 | 2,563,579 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||