1y return+84.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $233 against $133 in the S&P 500.2
Arena Capital Advisors, LLC- CAS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PSUSPershing Square Usa Ltd | $16.4M | 43.6% | New |
| UNITUniti Group LLC | $9.7M | 25.8% | −17.3% |
| PLPlanet Labs Pbc | $5.1M | 13.6% | |
| VATEInnovate Corp | $2.4M | 6.4% | |
| VGSHVanguard Scottsdale Fds | $1.7M | 4.7% | |
| Herbalife LtdCUSIP G4412G101 | $1.1M | 2.8% | +14.1% |
| VGITVanguard Scottsdale Fds | $590K | 1.6% | |
| APOApollo Global Mgmt Inc | $296K | 0.8% | |
| Taboola.com LtdCUSIP M8744T106 | $260K | 0.7% | |
| MOBXWMobix Labs Inc | $17K | 0.0% | |
| AUROWAurora Innovation Inc | $6,494 | 0.0% | |
| LIMNWLiminatus Pharma Inc. | $2,187 | 0.0% | |
| PARAWBanzai International Inc | $382 | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLPlanet Labs Pbc | December 31, 2021 | +438.7% | $5.1M |
| UNITUniti Group LLC | September 30, 2025 | +87.4% | $9.7M |
| APOApollo Global Mgmt Inc | March 31, 2026 | +6.2% | $296K |
| VGSHVanguard Scottsdale Fds | March 31, 2026 | −0.6% | $1.7M |
| VGITVanguard Scottsdale Fds | March 31, 2026 | −1.0% | $590K |
| Herbalife LtdCUSIP G4412G101 | December 31, 2022 | −11.6% | $1.1M |
| MOBXWMobix Labs Inc | September 30, 2024 | −19.0% | $17K |
| Taboola.com LtdCUSIP M8744T106 | June 30, 2021 | −51.7% | $260K |
| PARAWBanzai International Inc | December 31, 2023 | −78.6% | $382 |
Sold off last quarter
- SHYIshares Tr was $2.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.1% | +14.8% |
| March 31, 2026 | +28.0% | −4.6% |
| December 31, 2025 | +20.2% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +26.3% | +10.5% |
| June 30, 2024 | +10.3% | +4.0% |
| March 31, 2024 | +10.4% | +10.0% |
| December 31, 2023 | +27.0% | +11.2% |
| September 30, 2022 | +0.4% | −5.3% |
| June 30, 2022 | −2.1% | −16.5% |
| March 31, 2022 | −2.1% | −4.9% |
| December 31, 2021 | +0.3% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Arena Capital Advisors, LLC- CA Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1833078&type=13F-HR&dateb=&owner=include&count=40CIK 1833078
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1833078/000183307826000019/Filed July 23, 2026 · accession 0001833078-26-000019