Arkhouse Management Co. LP

Est. AUM

$36.7M

13F long equity, this entity only

Positions

Period

Sep 2025 (Q3)

SEC EDGAR

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	IAC INC	COM NEW	$27.3M	800061	74.33%	SOLE
2	CENTERSPACE	COM	$1.1M	19289	3.10%	SOLE
3	FRONTVIEW REIT INC	COM	$1.0M	73449	2.75%	SOLE
4	JACK IN THE BOX INC	COM	$879K	44474	2.40%	SOLE
5	INDEPENDENCE RLTY TR INC	COM	$753K	45932	2.05%	SOLE
6	ACADIA RLTY TR	COM SH BEN INT	$534K	26519	1.46%	SOLE
7	SILA REALTY TRUST INC	COMMON STOCK	$518K	20640	1.41%	SOLE
8	PEAKSTONE REALTY TRUST	COMMON SHARES	$501K	38206	1.37%	SOLE
9	EQUITY LIFESTYLE PPTYS INC	COM	$498K	8200	1.36%	SOLE
10	CAMDEN PPTY TR	SH BEN INT	$498K	4665	1.36%	SOLE
11	WYNDHAM HOTELS & RESORTS INC	COM	$493K	6170	1.34%	SOLE
12	AMERICAN HOMES 4 RENT	CL A	$470K	14135	1.28%	SOLE
13	PLYMOUTH INDL REIT INC	COM	$458K	20530	1.25%	SOLE
14	AMERICOLD REALTY TRUST INCCALL	COM	$449K	36700	1.22%	SOLE
15	AMERICOLD REALTY TRUST INC	COM	$378K	30905	1.03%	SOLE
16	ELME COMMUNITIESCALL	SH BEN INT	$373K	22100	1.02%	SOLE
17	ARMADA HOFFLER PPTYS INC	COM	$289K	41208	0.79%	SOLE
18	ELME COMMUNITIES	SH BEN INT	$181K	10712	0.49%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.