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ARENA CAPITAL ADVISORS, LLC- CA 13F portfolio summary

ARENA CAPITAL ADVISORS, LLC- CA of ARENA CAPITAL ADVISORS, LLC- CA has 12 current stock holdings with a reported portfolio value of $199.7M. The portfolio 1 year return is +36.55%. Top holdings include UNIT (44.85%), PL (20.18%), SHY (13.51%), VGSH (8.21%), HLF (4.88%).

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ARENA CAPITAL ADVISORS, LLC- CA

ARENA CAPITAL ADVISORS, LLC- CA
Latest filing: 2026-03-31

ARENA CAPITAL ADVISORS, LLC- CA runs ARENA CAPITAL ADVISORS, LLC- CA and currently holds 12 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $199.65M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ARENA CAPITAL ADVISORS, LLC- CA ranks #194 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ARENA CAPITAL ADVISORS, LLC- CA's portfolio at ARENA CAPITAL ADVISORS, LLC- CA has delivered returns of +36.55%. Their 3-year annualized return is +115.24%. Looking at the 5-year horizon, ARENA CAPITAL ADVISORS, LLC- CA has achieved +114.46% annualized returns at ARENA CAPITAL ADVISORS, LLC- CA.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+36.55%
#285/1000
3 Year
+115.24%
#171/1000
5 Year
+114.46%
#188/1000

Portfolio Value

$199.65M

Alpha Score

87.9

#194 of 1000

Holdings

12

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change