ARP AMERICAS LP

CIK
0001650301
City
New York
State / Country
NY

Top Portfolio Positions

502 positions · $437,975,017 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
JHG
Janus Henderson Group Plc
Financial Services
386,291 $18,375,862 4.20%
NSC
Norfolk Southern Corp
53,663 $15,493,581 3.54%
EA
Electronic Arts Inc.
63,129 $12,899,148 2.95%
EXAS
EXACT SCIENCES CORP
120,675 $12,255,753 2.80%
WBD
Warner Bros. Discovery, Inc.
332,757 $9,590,056 2.19%
HTBK
HERITAGE COMMERCE CORP
Financial Services
740,090 $8,888,480 2.03%
NGD
New Gold Inc. /FI
806,483 $7,024,466 1.60%
GTLS
Chart Industries Inc
29,965 $6,179,681 1.41%
HOLX
HOLOGIC INC
Healthcare
66,587 $4,960,065 1.13%
CWAN
Clearwater Analytics Holdings, Inc.
Technology
163,046 $3,932,669 0.90%

Portfolio Trend

24 quarters · across all stocks

Holdings in EMA

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Shares Held

Position Value (USD)

3 of 3 shown
Report Date Value (USD) Shares
2025-12-31 $1,513,440 30,736
2025-09-30 $1,167,154 24,336
2025-06-30 $1,325,847 28,936