Filed: 11/13/2025ACC: 0001172661-25-004763
📋 What this filing means
ARKHOUSE MANAGEMENT CO. LP filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $36.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$36.67M
Total AUM (reported)
1.26M
Total Shares
Allocation by class
COM NEW$27.26M74.3%
COM$6.34M17.3%
SH BEN INT$1.05M2.9%
COM SH BEN INT$534.4K1.5%
COMMON STOCK$518.1K1.4%
COMMON SHARES$501.3K1.4%
CL A$470.0K1.3%
Portfolio Concentration
Top 3$29.40M80.2%
4–10$4.57M12.5%
11–25$2.71M7.4%
Top 3 weight
80.2%
Top 10 weight
92.6%
Voting Authority Distribution
Total shares with voting rights: 1.26M
Sole
Full voting authority
1.26M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
IAC INC
SOLEShares800.06K
TypeSH
Market value$27.26M
74.33%
Sole
800.06K
Shared
0.00
None
0.00
CENTERSPACE
SOLEShares19.29K
TypeSH
Market value$1.14M
3.10%
Sole
19.29K
Shared
0.00
None
0.00
FRONTVIEW REIT INC
SOLEShares73.45K
TypeSH
Market value$1.01M
2.75%
Sole
73.45K
Shared
0.00
None
0.00
JACK IN THE BOX INC
SOLEShares44.47K
TypeSH
Market value$879.3K
2.40%
Sole
44.47K
Shared
0.00
None
0.00
AMERICOLD REALTY TRUST INC
SOLEShares67.61K
TypeSH
Market value$827.5K
2.26%
Sole
67.61K
Shared
0.00
None
0.00
INDEPENDENCE RLTY TR INC
SOLEShares45.93K
TypeSH
Market value$752.8K
2.05%
Sole
45.93K
Shared
0.00
None
0.00
ELME COMMUNITIES
SOLEShares32.81K
TypeSH
Market value$553.2K
1.51%
Sole
32.81K
Shared
0.00
None
0.00
ACADIA RLTY TR
SOLEShares26.52K
TypeSH
Market value$534.4K
1.46%
Sole
26.52K
Shared
0.00
None
0.00
SILA REALTY TRUST INC
SOLEShares20.64K
TypeSH
Market value$518.1K
1.41%
Sole
20.64K
Shared
0.00
None
0.00
PEAKSTONE REALTY TRUST
SOLEShares38.21K
TypeSH
Market value$501.3K
1.37%
Sole
38.21K
Shared
0.00
None
0.00
CAMDEN PPTY TR
SOLEShares4.67K
TypeSH
Market value$498.1K
1.36%
Sole
4.67K
Shared
0.00
None
0.00
EQUITY LIFESTYLE PPTYS INC
SOLEShares8.20K
TypeSH
Market value$497.7K
1.36%
Sole
8.20K
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS INC
SOLEShares6.17K
TypeSH
Market value$493.0K
1.34%
Sole
6.17K
Shared
0.00
None
0.00
AMERICAN HOMES 4 RENT
SOLEShares14.13K
TypeSH
Market value$470.0K
1.28%
Sole
14.13K
Shared
0.00
None
0.00
PLYMOUTH INDL REIT INC
SOLEShares20.53K
TypeSH
Market value$458.4K
1.25%
Sole
20.53K
Shared
0.00
None
0.00
ARMADA HOFFLER PPTYS INC
SOLEShares41.21K
TypeSH
Market value$288.9K
0.79%
Sole
41.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IAC INCSOLE | COM NEW | 800.06K | SH | $27.26M 74.33% | 800.06K | 0.00 | 0.00 |
CENTERSPACESOLE | COM | 19.29K | SH | $1.14M 3.10% | 19.29K | 0.00 | 0.00 |
FRONTVIEW REIT INCSOLE | COM | 73.45K | SH | $1.01M 2.75% | 73.45K | 0.00 | 0.00 |
JACK IN THE BOX INCSOLE | COM | 44.47K | SH | $879.3K 2.40% | 44.47K | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INCSOLE | COM | 67.61K | SH | $827.5K 2.26% | 67.61K | 0.00 | 0.00 |
INDEPENDENCE RLTY TR INCSOLE | COM | 45.93K | SH | $752.8K 2.05% | 45.93K | 0.00 | 0.00 |
ELME COMMUNITIESSOLE | SH BEN INT | 32.81K | SH | $553.2K 1.51% | 32.81K | 0.00 | 0.00 |
ACADIA RLTY TRSOLE | COM SH BEN INT | 26.52K | SH | $534.4K 1.46% | 26.52K | 0.00 | 0.00 |
SILA REALTY TRUST INCSOLE | COMMON STOCK | 20.64K | SH | $518.1K 1.41% | 20.64K | 0.00 | 0.00 |
PEAKSTONE REALTY TRUSTSOLE | COMMON SHARES | 38.21K | SH | $501.3K 1.37% | 38.21K | 0.00 | 0.00 |
CAMDEN PPTY TRSOLE | SH BEN INT | 4.67K | SH | $498.1K 1.36% | 4.67K | 0.00 | 0.00 |
EQUITY LIFESTYLE PPTYS INCSOLE | COM | 8.20K | SH | $497.7K 1.36% | 8.20K | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTS INCSOLE | COM | 6.17K | SH | $493.0K 1.34% | 6.17K | 0.00 | 0.00 |
AMERICAN HOMES 4 RENTSOLE | CL A | 14.13K | SH | $470.0K 1.28% | 14.13K | 0.00 | 0.00 |
PLYMOUTH INDL REIT INCSOLE | COM | 20.53K | SH | $458.4K 1.25% | 20.53K | 0.00 | 0.00 |
ARMADA HOFFLER PPTYS INCSOLE | COM | 41.21K | SH | $288.9K 0.79% | 41.21K | 0.00 | 0.00 |