ARHS
Arhaus, Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +1.1% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 66 | -4 | 25.49M | $214.50M | +2 | −6 |
| Q1 2026 | 73 | +5 | 31.18M | $211.58M | +8 | −3 |
| Q4 2025 | 68 | +2 | 31.81M | $356.57M | +2 | — |
| Q3 2025 | 17 | +1 | 20.04M | $213.01M | +2 | −1 |
| Q2 2025 | 13 | +3 | 15.45M | $133.99M | +4 | −1 |
| Q1 2025 | 7 | 0 | 6.30M | $54.80M | — | — |
| Q4 2024 | 7 | +1 | 5.24M | $49.26M | +2 | −1 |
| Q3 2024 | 5 | -2 | 2.87M | $35.30M | — | −2 |
| Q2 2024 | 7 | — | 2.37M | $40.18M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 5.07M | — | $43.95M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 5.07M | — | $43.95M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 5.07M | — | $43.95M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 5.07M | — | $43.95M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 5.07M | — | $43.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 3.91M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 3.91M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 3.91M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 3.91M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 3.91M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 3.91M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 3.91M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 3.91M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 3.91M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 3.91M | — | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 1.98M | +184.7% | $17.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 1.30M | -12.4% | $11.27M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 1.30M | -12.4% | $11.27M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Geode Capital Management ✦ (pasivo) | 1.25M | +0.2% | $10.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Geode Capital Management ✦ (pasivo) | 1.25M | +0.2% | $10.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (pasivo) | 1.11M | +0.6% | $9.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 489.50K | Nuevo | $4.24M | 0.0% | New | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 181.29K | Nuevo | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 24 | Marshall Wace ✦ | 106.31K | -81.6% | $921,673 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Marshall Wace ✦ | 106.31K | -81.6% | $921,673 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Marshall Wace ✦ | 106.31K | -81.6% | $921,673 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Marshall Wace ✦ | 106.31K | -81.6% | $921,673 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 23.74K | +6.8% | $206,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 12.49K | Nuevo | $108,314 | 0.0% | New | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 10.59K | Nuevo | $91,833 | 0.0% | New | 1 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 10.59K | Nuevo | $91,833 | 0.0% | New | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 10.59K | Nuevo | $91,833 | 0.0% | New | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 10.59K | Nuevo | $91,833 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.54K | — | $13,376 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 1.54K | — | $13,376 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $4.24M | 0.0% |
| Two Sigma Investments | $1.57M | 0.0% |
| Gotham Asset Management | $108,314 | 0.0% |
| AQR Capital Management | $91,833 | 0.0% |
| AQR Capital Management | $91,833 | 0.0% |
| AQR Capital Management | $91,833 | 0.0% |
| AQR Capital Management | $91,833 | 0.0% |
Posición cerrada
| Wellington Management | $10.12M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 175 tenedores, 51.99M acciones, $340.17M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.