Arkhouse Management Co. LP — 13F holdings

Arkhouse Management Co. LP reported 18 holdings worth $36.7M in its 13F filing for Q3 2025, filed November 13, 2025.

Largest positions

1. PPLI IAC INC — $27.3M (74.3%)
2. CSR CENTERSPACE — $1.14M (3.1%)
3. FVR FRONTVIEW REIT INC — $1.01M (2.7%)
4. JACK JACK IN THE BOX INC — $879K (2.4%)
5. COLD AMERICOLD REALTY TRUST INC — $827K (2.3%)
6. IRT INDEPENDENCE RLTY TR INC — $753K (2.1%)
7. ELME ELME COMMUNITIES — $553K (1.5%)
8. AKR ACADIA RLTY TR — $534K (1.5%)
9. SILA REALTY TRUST INC — $518K (1.4%)
10. PKST PEAKSTONE REALTY TRUST — $501K (1.4%)