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. | Royce & Associates Chuck Royce | 1,267,012 | $2,502,349 | -32% | 0.02% |
| 2. | Renaissance Technologies Jim Simons | 817,013 | $1,613,601 | +37% | 0% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 801,913 | $1,587,789 | -9% | 0% |
| 4. | Ironwood Investment Management Warren Isabelle | 253,933 | $501,518 | 0.18% | |
| 5. | Squarepoint Ops LLC Maxime Fortin (Cio) | 87,983 | $173,766 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2.34 | 1,874 | $4,383.85 | 15,000 | 2026-09-08 | Filing | |
| $2.34 | 1,098 | $2,568.88 | 353,023 | 2026-09-08 | Filing | |
| $2.27 | 4,356 | $9,904.24 | 13,126 | 2026-09-04 | Filing | |
| $2.29 | 1,402 | $3,209.04 | 351,925 | 2026-09-04 | Filing | |
| $2.23 | 8,770 | $19,514.13 | 8,770 | 2026-09-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2.27 | 16,709 | $37,929.43 | 48,291 | 2026-05-04 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,464,532 | $2,892,451 | 0% | |
| 2. | 740,306 | $1,462,104 | 1.09% | |
| 3. | 510,585 | $1,008,405 | 0.23% | |
| 4. | 503,779 | $994,964 | 0% | |
| 5. | 456,851 | $902,281 | 0.04% |