account_balance
Investment manager · 13F filer · SEC CIK 1833078
Arena Capital Advisors, LLC- CA
Reported value$200Mas of Sep 30, 2026
Positions23 5 new, 3 sold out
Top 10 weight92.5%PG&E Corp alone is 21%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PG&E Corp
20.5%Added +6%
Alarm Com Hldgs Inc
11.7%Trimmed −10%
Herbalife Ltd
10.7%Trimmed −23%
Evolent Health Inc
Alliant Energy Corp
PSUSPershing Square USA, Ltd.
8.1%
Integer Hldgs Corp
7.4%New
Integer Hldgs Corp
6.7%Trimmed −6%
Lyft Inc
4.8%New
UNITUniti Group Inc.
3.5%
PLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PG&E Corp 20.5% Added +6%
Alarm Com Hldgs Inc 11.7% Trimmed −10%
Herbalife Ltd 10.7% Trimmed −23%
Evolent Health Inc 10.3% New
Alliant Energy Corp 8.6% Held
PSUS Pershing Square USA, Ltd. 8.1% HeldInteger Hldgs Corp 7.4% New
Integer Hldgs Corp 6.7% Trimmed −6%
Lyft Inc 4.8% New
Evolent Health Inc 3.7% New
UNIT Uniti Group Inc. 3.5% HeldPL Planet Labs PBC 1.0% Trimmed −19%What changed
Biggest moves since Jun 30, 2026
add_circleNew
- Evolent Health Inc $20.7M
- Integer Hldgs Corp $14.8M
- Lyft Inc $9.59M
- Evolent Health Inc $7.37M
arrow_upwardAdded
- PG&E Corp +6%
arrow_downwardTrimmed
- Herbalife Ltd −23%
- PL −19%
- Alarm Com Hldgs Inc −10%
- Integer Hldgs Corp −6%
remove_circleSold out
- Evolent Health Inc $24.1M
- Shift4 PMTS Inc $17.5M
- APO $296K
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