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ARENA CAPITAL ADVISORS, LLC- CA 13F portfolio summary

ARENA CAPITAL ADVISORS, LLC- CA of ARENA CAPITAL ADVISORS, LLC- CA has 21 current stock holdings with a reported portfolio value of $207.9M. The portfolio 1 year return is +14.93%. Top holdings include UNIT (4.67%), PL (2.46%), VGSH (0.84%), HLF (0.51%), VGIT (0.28%).

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ARENA CAPITAL ADVISORS, LLC- CA

ARENA CAPITAL ADVISORS, LLC- CA
Latest filing: 2026-06-30

ARENA CAPITAL ADVISORS, LLC- CA runs ARENA CAPITAL ADVISORS, LLC- CA and currently holds 21 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $207.88M. Their top holdings are UNIT, PL, VGSH, HLF, VGIT. The top five represent 8.8% of reported portfolio weight. ARENA CAPITAL ADVISORS, LLC- CA ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 1 existing position. They trimmed 1 position. Their current best-performing preview position is UNIT with returns of +22.28%.

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Top 5 Holdings
UNIT4.7%
PL2.5%
VGSH0.8%
HLF0.5%
VGIT0.3%
Top 5: 8.8%
Portfolio Returns
1 Year
+14.93%
#0/1000
3 Year
+126.25%
#0/1000
5 Year
+122.62%
#0/1000

Portfolio Value

$207.88M

Alpha Score

90.5

#0 of 1000

Holdings

21

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21 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
UNIT
UNITI GROUP LLC
4.67%$6.12$9.97+62.91%
Trimmed
-17.30%
PL
PLANET LABS PBC
2.46%$6.15$22.30+262.52%
Held
VGSH
VANGUARD SCOTTSDALE FDS
0.84%$58.54$58.13-0.70%
Held
HLF
HERBALIFE LTD
0.51%$11.87$12.65+6.53%
Added
+14.10%
VGIT
VANGUARD SCOTTSDALE FDS
0.28%$59.55$58.32-2.07%
Held
APO
APOLLO GLOBAL MGMT INC
0.14%$111.42$132.70+19.10%
Held

Showing 1-10 of 21