What Makes Arq (ARQ) a Worthy Holding?
Minot Light Capital Partners, an investment management company, released its Q3 2025 investment letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AIGH Investment Partners Orin Hirschman | 2,273,092 | $7,433,010 | -12% | 1.8% |
| 2. | Royce & Associates Chuck Royce | 1,458,444 | $4,769,112 | +7% | 0.05% |
| 3. | Alta Fundamental Advisers Jeremy Carton And Gilbert Li | 781,088 | $2,554,158 | -8% | 1.15% |
| 4. | Marshall Wace LLP Paul Marshall And Ian Wace | 444,207 | $1,452,556 | 0% | |
| 5. | Renaissance Technologies Jim Simons | 412,299 | $1,348,218 | +486% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2.21 | 150,000 | $331,665.00 | 404,786 | 2026-03-23 | Filing | |
| $1.89 | 10,000 | $18,900.00 | 400,686 | 2026-03-17 | Filing | |
| $1.95 | 77,500 | $151,008.75 | 174,010 | 2026-03-13 | Filing | |
| $1.92 | 1,000 | $1,917.90 | 102,491 | 2026-03-16 | Filing | |
| $1.92 | 1,000 | $1,918.50 | 101,491 | 2026-03-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $5.20 | 3,052 | $15,870.40 | 367,738 | 2025-08-04 | Filing | |
| $5.20 | 2,591 | $13,473.20 | 82,438 | 2025-08-04 | Filing | |
| $5.20 | 2,742 | $14,258.40 | 73,199 | 2025-08-04 | Filing | |
| $5.20 | 1,782 | $9,266.40 | 137,317 | 2025-08-04 | Filing | |
| $4.68 | 3,557 | $16,646.76 | 75,941 | 2025-03-24 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,771 | $26,604 | 0% | |
| 2. | 323 | $762 | 0% |