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ACA

Arena Capital Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
+3.47%
1 Year Est. Return
+11.42%
3 Year Est. Return
+124.07%
5 Year Est. Return
+150.35%
10 Year Est. Return
AUM
$208M
AUM Growth
+$8.23M
Cap. Flow
-$134M
Cap. Flow %
-64.7%
Top 10 Hldgs %
95.96%
Holding
22
New
1
Increased
1
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
PSUS
Pershing Square USA
PSUS
+$17.5M
2
HLF icon
Herbalife
HLF
+$138K

Top Sells

Rank Stock Value
1
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.89M
2
UNIT
Uniti Group
UNIT
+$2.01M

Sector Composition

Rank Sector Weight
1 Real Estate 4.67%
2 Industrials 3.61%
3 Consumer Staples 0.51%
4 Financials 0.14%
5 Communication Services 0.13%

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Arena Capital Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Arena Capital Advisors held 22 positions worth $208M, up 4.1% from $200M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Arena Capital Advisors withdrew a net $134M in Q2 2026, closing 1 position and reducing 1 holding. Its most notable exit was iShares 1-3 Year Treasury Bond ETF, an estimated $2.89M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 4.7% of assets, down from 4.8% a quarter earlier, followed by Industrials and Consumer Staples.

Against the trend, Arena Capital Advisors opened a new position in Pershing Square USA worth $16.4M.

  • Arena Capital Advisors's largest Q2 2026 buy was Pershing Square USA: 437,500 shares worth $16.4M.
  • Arena Capital Advisors added most to Herbalife in Q2 2026, an estimated $138K increase.
  • Arena Capital Advisors's biggest Q2 2026 reduction was Uniti Group, cutting an estimated $2.01M.
  • Arena Capital Advisors fully exited iShares 1-3 Year Treasury Bond ETF in Q2 2026, selling an estimated $2.89M.
  • Arena Capital Advisors's ten largest holdings make up 96% of its $208M portfolio in Q2 2026.
  • Arena Capital Advisors opened 1 new position and closed 1 in Q2 2026.
  • Arena Capital Advisors's portfolio value rose 4.1% quarter-over-quarter to $208M.

Based on Arena Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.