Arena Capital Advisors, LLC- CA — 13F Holdings & Portfolio

CIK 1833078 · latest 13F-HR filed 2026-07-23

Arena Capital Advisors, LLC- CA manages $207.9M in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PCG (19.12%), HLF (13.88%), ALRM (12.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 2, added to 7, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
12121 WILSHIRE BLVD STE 1010
LOS ANGELES, CA 90025
Phone
(310) 806-6700
Filing Manager
Arena Capital Advisors, LLC- CA
LOS ANGELES, CA
Signatory
Sanije Perrett
President
Loading holdings…
AUM

$207.9M

Long-equity book

Holdings

21

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+2 / −2 / ↑7 / ↓5

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EVOLENT HEALTH INC$9.1M +60.3%
  • INNOVATE CORP$1.7M +228.7%
  • PLANET LABS PBC$800.0K +18.5%
  • TABOOLA.COM LTD$98.7K +61.3%
  • APOLLO GLOBAL MGMT INC$17.2K +6.2%
Show all 7

Top Trims

  • PG&E CORP-$3.0M -7.0%
  • INTEGER HLDGS CORP-$817.8K -5.7%
  • SPECTRUM BRANDS INC-$690.0K -25.5%
  • MOBIX LABS INC-$6.8K -28.7%
  • BANZAI INTERNATIONAL INC-$129 -25.2%
Show all 5

New Positions

  • ALLIANT ENERGY CORP$19.1M
  • PERSHING SQUARE USA LTD$16.4M
Show all 2

Exited Positions

  • CSG SYS INTL INC$31.0M
  • ISHARES TR$2.9M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PG&E CORP PCG 69331CAL2 $39.8M 19.12% 38,713,000 PRN
2 HERBALIFE LTD HLF 42703MAF0 $28.8M 13.88% 25,000,000 PRN
3 ALARM COM HLDGS INC ALRM 011642AD7 $25.4M 12.20% 26,600,000 PRN
4 EVOLENT HEALTH INC 30050BAJ0 $24.1M 11.60% 29,620,000 PRN
5 ALLIANT ENERGY CORP LNT 018802AE8 $19.1M 9.21% 17,327,000 PRN
6 SHIFT4 PMTS INC FOUR 82452JAD1 $17.5M 8.44% 18,331,000 PRN
7 PERSHING SQUARE USA LTD PSUS 71531T105 $16.4M 7.87% 437,500 SH
8 INTEGER HLDGS CORP USFD 45826HAD1 $13.6M 6.53% 13,895,000 PRN
9 UNITI GROUP LLC UNIT 912932100 $9.7M 4.67% 845,826 SH
10 PLANET LABS PBC PL 72703X106 $5.1M 2.46% 154,431 SH
11 INNOVATE CORP VATE 45784J303 $2.4M 1.15% 127,934 SH
12 SPECTRUM BRANDS INC SPB 84762LAZ8 $2.0M 0.97% 1,929,000 PRN
13 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $1.7M 0.84% 30,000 SH
14 HERBALIFE LTD HLF G4412G101 $1.1M 0.51% 80,910 SH
15 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $589.8K 0.28% 10,000 SH
16 APOLLO GLOBAL MGMT INC APO 03769M106 $295.8K 0.14% 2,500 SH
17 TABOOLA.COM LTD TBLA M8744T106 $259.9K 0.13% 51,973 SH
18 MOBIX LABS INC MOBXW 60743G118 $17.0K 0.01% 190,616 SH
19 AURORA INNOVATION INC AUROW 051774115 $6.5K 0.00% 20,288 SH
20 LIMINATUS PHARMA INC. LIMNW 53271X116 $2.2K 0.00% 29,166 SH
21 BANZAI INTERNATIONAL INC PARAW 06682J118 $382 0.00% 39,028 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $207.9M 21 0001833078-26-000019
2026-03-31 2026-05-04 $199.7M 21 0001833078-26-000017
2025-12-31 2026-02-04 $165.3M 19 0001833078-26-000013