Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Arena Capital Advisors, LLC- CA (CIK 1833078) reported $199.7M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PCG-PX ($42.8M, 21.41%), CSGS ($31.0M, 15.55%), ($30.3M, 15.18%), ALRM ($24.8M, 12.40%), FOUR-PA ($17.3M, 8.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PCG-PX | PG&E CORP | $42.8M | 21.41% | 40.7M | Hold |
| 2 | CSGS | CSG SYS INTL INC | $31.0M | 15.55% | 25.4M | Added |
| 3 | HERBALIFE LTD | $30.3M | 15.18% | 25.0M | Trimmed | |
| 4 | ALRM | ALARM COM HLDGS INC | $24.8M | 12.40% | 26.6M | Hold |
| 5 | FOUR-PA | SHIFT4 PMTS INC | $17.3M | 8.65% | 18.3M | New |
| 6 | EVH | EVOLENT HEALTH INC | $15.0M | 7.53% | 29.6M | Hold |
| 7 | ITGR | INTEGER HLDGS CORP | $14.4M | 7.21% | 15.0M | New |
| 8 | UNIT | UNITI GROUP LLC | $9.6M | 4.80% | 1.0M | Trimmed |
| 9 | PL | PLANET LABS PBC | $4.3M | 2.16% | 154,431 | Hold |
| 10 | SHY | ISHARES TR | $2.9M | 1.45% | 35,000 | New |
| 11 | SPECTRUM BRANDS INC | $2.7M | 1.36% | 2.7M | Hold | |
| 12 | VGSH | VANGUARD SCOTTSDALE FDS | $1.8M | 0.88% | 30,000 | New |
| 13 | HLF | HERBALIFE LTD | $1.0M | 0.52% | 70,910 | Hold |
| 14 | VATE | INNOVATE CORP | $726,665 | 0.36% | 127,934 | Hold |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | $595,500 | 0.30% | 10,000 | New |
| 16 | APO | APOLLO GLOBAL MGMT INC | $278,550 | 0.14% | 2,500 | New |
| 17 | TBLA | TABOOLA.COM LTD | $161,116 | 0.08% | 51,973 | Hold |
| 18 | MOBXW | MOBIX LABS INC | $23,827 | 0.01% | 190,616 | Hold |
| 19 | JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | Exited |
| 20 | NAMMW | NAMIB MINERALS | $0 | 0.00% | 0 | Exited |
| 21 | FUN | SIX FLAGS ENTERTAINMENT CORP | $0 | 0.00% | 0 | Exited |
| 22 | PCG | PG&E CORP | $0 | 0.00% | 0 | Exited |
| 23 | AUROW | AURORA INNOVATION INC | $4,037 | 0.00% | 20,288 | Hold |
| 24 | BNZIW | BANZAI INTERNATIONAL INC | $511 | 0.00% | 39,028 | Hold |
| 25 | LIMNW | LIMINATUS PHARMA INC. | $1,167 | 0.00% | 29,166 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31