Arena Capital Advisors, LLC- CA — 13F holdings

Arena Capital Advisors, LLC- CA reported 21 holdings worth $208M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. PG&E CORP — $39.8M (19.1%)
2. HERBALIFE LTD — $28.8M (13.9%)
3. ALARM COM HLDGS INC — $25.4M (12.2%)
4. EVOLENT HEALTH INC — $24.1M (11.6%)
5. ALLIANT ENERGY CORP — $19.1M (9.2%)
6. SHIFT4 PMTS INC — $17.5M (8.4%)
7. PSUS PERSHING SQUARE USA LTD — $16.4M (7.9%)
8. INTEGER HLDGS CORP — $13.6M (6.5%)
9. UNIT UNITI GROUP LLC — $9.70M (4.7%)
10. PL PLANET LABS PBC — $5.12M (2.5%)