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ARKO in the 13F filings

Arko Corp · CUSIP 041242108

Sector · Consumer staples
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 1 listed it in both
Shares listed
33,638,109
combined, among listed positions
Reported value
$187m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 19 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,538,998.

Managers listing ARKO in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Davidson Kempner Capital Management LP23,139,671$129m1.55%Held015 May 2026 (the filing on sec.gov)
Invesco Ltd3,580,482$20munder 0.1%Added+8,14912 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,478,342$8.2munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Marshall Wace LLP1,136,571$6.3munder 0.1%Added+653,23215 May 2026 (the filing on sec.gov)
Two Sigma Investments LP653,492$3.6munder 0.1%Added+448,60715 May 2026 (the filing on sec.gov)
Jane Street Group LLC644,964$3.6munder 0.1%Added+335,97312 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC564,631$3.1munder 0.1%Added+558,11913 May 2026 (the filing on sec.gov)
Millennium Management LLC452,385$2.5munder 0.1%Added+230,84315 May 2026 (the filing on sec.gov)
Citadel Advisors LLC406,292$2.3munder 0.1%Added+226,41415 May 2026 (the filing on sec.gov)
AQR Capital Management LLC297,438$1.7munder 0.1%Added+5,05615 May 2026 (the filing on sec.gov)
Man Group PLC251,660$1.4munder 0.1%Added+143,37715 May 2026 (the filing on sec.gov)
Point72 Asset Management LP201,039$1.1munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
GAMCO Investors Inc154,593$860kunder 0.1%Trimmed-13614 May 2026 (the filing on sec.gov)
Tudor Investment Corp107,922$600kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP96,442$536kunder 0.1%Added+51,77215 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.88,958$495kunder 0.1%Trimmed-47,89615 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP80,011$445kunder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC80,100$445kunder 0.1%Added+48,40014 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC59,991$334kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AllianceBernstein LP71,430$324kunder 0.1%Trimmed-5,10015 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc55,153$307kunder 0.1%Added+6,55715 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC20,041$111kunder 0.1%Added+4827 Oct 2026 (the filing on sec.gov)
Walleye Capital LLC12,374$69kunder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)4,127$23kunder 0.1%Trimmed-8,42915 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

0123202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ARKO by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20201$206mn.a.n.a.
Q1 20212$239mn.a.n.a.
Q2 20211$227mn.a.n.a.
Q3 20211$233mn.a.n.a.
Q4 20211$203mn.a.n.a.
Q1 20222$211mn.a.n.a.
Q2 20221$189mn.a.n.a.
Q3 20221$217mn.a.n.a.
Q4 20222$200mn.a.n.a.
Q1 20231$196mn.a.n.a.
Q2 20231$184mn.a.n.a.
Q3 20232$165mn.a.n.a.
Q4 20232$191m10
Q1 20242$132m10
Q2 20242$145m10
Q3 20242$163m10
Q4 20243$153m10
Q1 20251$91m00
Q2 20251$98m00
Q3 20251$106m00
Q4 20251$105m1111
Q1 20261$129m196
Q2 20261$186m1410

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ARKO and PM →ARKO and KO →ARKO and COST →Choose a stock to compare with ARKO →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ARKO, latest filings →Back to the 13F Explorer →