Arnhold LLC
- SEC CIK
- 0001733755
- Latest filing
- Jul 27, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 7, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 116
- −3 vs. Q2 2025
- Portfolio value
- $1.20B
- +$98.5M (+9.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SONYSony Group Corp | SPONSORED ADR | 709,663 | $20.4M | 1.7% | −8,767−1.2% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 348,565 | $23.8M | 2.0% | −1,686−0.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 245,934 | $24.1M | 2.0% | −2,267−0.9% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 72,417 | $25.0M | 2.1% | −796−1.1% | Reduced | History |
| RTXRTX Corp | Stock | 155,038 | $25.9M | 2.2% | −1,036−0.7% | Reduced | History |
| SLMSLM Corp | COM | 955,856 | $26.5M | 2.2% | −9,145−0.9% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 150,736 | $26.9M | 2.3% | −1,394−0.9% | Reduced | History |
| KDKyndryl Holdings, Inc. | Stock | 1,010,671 | $30.4M | 2.5% | +164,856+19.5% | Added | History |
| LITELumentum Holdings Inc. | COM | 207,802 | $33.8M | 2.8% | −18,738−8.3% | Reduced | History |
| TAT&T Inc. | Stock | 1,261,312 | $35.6M | 3.0% | −10,746−0.8% | Reduced | History |
| COHRCoherent Corp. | COM | 332,245 | $35.8M | 3.0% | −21,300−6.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 122,494 | $40.4M | 3.4% | −1,089−0.9% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 292,643 | $44.1M | 3.7% | −13,308−4.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 220,873 | $53.7M | 4.5% | −1,870−0.8% | Reduced | History |
| IAUiShares Gold Trust | ETF | 1,757,254 | $127.9M | 10.7% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 487,875 | $173.4M | 14.5% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (7)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| FFIVF5, Inc. | Stock | 8,336 | $2.45M | 0.2% | History |
| BNSBank of Nova Scotia | COM | 28,600 | $1.58M | 0.1% | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 117,106 | $1.34M | 0.1% | History |
| SNNRFSunrise Communications AG | ADS CL A | 21,447 | $1.21M | 0.1% | History |
| DDOGDatadog, Inc. | CL A COM | 5,630 | $756.3K | 0.1% | History |
| BNYBank of New York Mellon Corp | Stock | 2,594 | $236.3K | <0.1% | History |
| ALCAlcon Inc | Stock | 2,526 | $223.0K | <0.1% | History |