Arnhold LLC
- SEC CIK
- 0001733755
- Latest filing
- Jul 27, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 11, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 118
- +4 vs. Q4 2025
- Portfolio value
- $1.36B
- +$43.3M (+3.3%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 302,381 | $21.8M | 1.6% | +56,447+23.0% | Added | History |
| VZVerizon Communications Inc | Stock | 440,251 | $22.1M | 1.6% | −10,000−2.2% | Reduced | History |
| DARDarling Ingredients Inc. | COM | 359,898 | $22.3M | 1.6% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 391,005 | $23.7M | 1.7% | 00.0% | Unchanged | History |
| KDKyndryl Holdings, Inc. | Stock | 1,922,860 | $25.2M | 1.9% | +724,436+60.4% | Added | History |
| XPOXPO, Inc. | COM | 131,100 | $25.5M | 1.9% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 348,565 | $27.0M | 2.0% | 00.0% | Unchanged | History |
| SLMSLM Corp | COM | 1,269,613 | $27.2M | 2.0% | +235,541+22.8% | Added | History |
| PFEPfizer Inc | Stock | 971,797 | $27.3M | 2.0% | +12,000+1.3% | Added | History |
| RTXRTX Corp | Stock | 155,038 | $29.9M | 2.2% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 104,690 | $32.4M | 2.4% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 1,341,312 | $38.9M | 2.9% | +35,000+2.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 187,557 | $53.9M | 4.0% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 219,385 | $55.0M | 4.0% | −54,000−19.8% | Reduced | History |
| COHRCoherent Corp. | COM | 237,035 | $56.5M | 4.1% | −34,496−12.7% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 83,003 | $58.3M | 4.3% | −35,108−29.7% | Reduced | History |
| IAUiShares Gold Trust | ETF | 1,757,254 | $154.9M | 11.4% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 392,908 | $169.1M | 12.4% | −111,525−22.1% | Reduced | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.