What smart money is saying about Arhaus
ARHS
No fund has written a full thesis on Arhaus in our archive, but 2 fund letters report a position in it, most recently Signia Capital Management Small Cap Value Strategy in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q1 2025 and Q2 2026, 2 fund letters reported a position in Arhaus, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- June 2026
“Consumer-focused names like Alaska Air Group (ALK), Arhaus (ARHS) and Canada Goose (GOOS) declined on concerns that higher gas prices would impact margins and pinch discretionary consumer spending.”
Arhaus - HoldsSignia CapitalMarch 2025
Listed in Signia Capital’s reported holdings.
Arhaus
Read the letters behind these Arhaus positions
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