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Arkhouse Management Co. LP
Arkhouse Management Co. LP is a private investment management firm headquartered in New York, NY, United States. Founded in the early 2020s, it manages capital on behalf of institutional and high-net-worth investors. The firm is relatively small, employing about 6 people, and focuses on active value-driven investments, particularly in real estate and opportunistic public company situations.
Investment Strategy
Arkhouse Management primarily pursues value-oriented and activist investment strategies, concentrating on real estate and undervalued public companies. The firm employs deep fundamental analysis and engages in active investment management to generate returns, sometimes participating in public campaigns or proxy contests to unlock stakeholder value.
Latest 13F Filing Activity
Arkhouse Management Co. LP filed their most recent 13F report on Jun 30, 2025 disclosing 16 equity positions and 2 options positions with a total 13F market value of $38B. The fund increased holdings in Jack in the Box Inc., Frontview Reit Inc., Americold Realty Trust Inc. among other positions. Arkhouse Management Co. LP reduced exposure to Iac Inc., Elme Communities, Acadia RLTY TR among others.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IAC | IAC INC | 78.76% | $29.78B | 797,670 | $30.88 | $37.34 | -$1.66B |
J JACK | JACK IN THE BOX INC | 2.38% | $899.5M | 51,515 | $17.46 | $17.46 | +$899.5M |
F FVR | FRONTVIEW REIT INC | 2.19% | $827.8M | 68,985 | $12.00 | $12.00 | +$827.8M |
C COLD | AMERICOLD REALTY TRUST INC | 1.36% | $514.0M | 30,905 | $16.63 | $16.63 | +$514.0M |
A AMH | AMERICAN HOMES 4 RENT | 1.35% | $509.8M | 14,135 | $36.07 | $36.07 | +$509.8M |
Options Positions (2)
Industry Allocation
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