Long Focus Capital Management’s Arhaus ARHS Stock Holding History

Long Focus Capital Management’s Portfolio ARHS Stock Details ARHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.6M	Buy	2,450,000 +480,690	+24%	+$3.34M	0.53%	45
2026 Q1	$13.4M	Buy	1,969,310 +679,310	+53%	+$6.17M	0.35%	62
2025 Q4	$14.5M	Hold	1,290,000	–	–	0.38%	59
2025 Q3	$13.7M	Sell	1,290,000 -230,800	-15%	-$2.43M	0.45%	51
2025 Q2	$13.2M	Hold	1,520,800	–	–	0.5%	52
2025 Q1	$13.2M	Buy	1,520,800 +395,800	+35%	+$4.23M	0.44%	47
2024 Q4	$10.6M	Buy	+1,125,000	New	+$11M	0.34%	49
2024 Q1	–	Sell	-140,000	Closed	-$1.66M	–	99
2023 Q4	$1.66M	Sell	140,000 -16,240	-10%	-$153K	0.06%	79
2023 Q3	$1.45M	Sell	156,240 -100,000	-39%	-$1.05M	0.05%	78
2023 Q2	$2.67M	Buy	+256,240	New	+$2.09M	0.12%	62
2023 Q1	–	Sell	-110,000	Closed	-$1.07M	–	118
2022 Q4	$1.07M	Buy	+110,000	New	+$960K	0.07%	79

Other funds holding ARHS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Long Focus Capital Management's ARHS Position: Q2 2026 in Review

Long Focus Capital Management increased its Arhaus (ARHS) stake by 24% in Q2 2026, buying an estimated $3.34M and bringing the position to 2,450,000 shares worth $20.6M. The position accounts for 0.53% of the portfolio, ranked #45.

Long Focus Capital Management first reported a position in ARHS in Q4 2022 and has held it in 11 quarters since. 166 funds tracked by Wall St. Rank hold ARHS as of Q2 2026.

Long Focus Capital Management held 2,450,000 shares of Arhaus worth $20.6M as of Q2 2026.
Long Focus Capital Management bought 480,690 Arhaus shares in Q2 2026, an estimated $3.34M.
Arhaus made up 0.53% of Long Focus Capital Management's portfolio in Q2 2026, its #45 holding.
Long Focus Capital Management first reported a position in Arhaus in Q4 2022 and has held it in 11 quarters since.
166 funds tracked by Wall St. Rank held Arhaus as of Q2 2026.

Based on Long Focus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.