Institutions / Arvin Capital Management LP
Arvin Capital Management LP
CIK 1961738 · Institution · as of Dec 31, 2025
Portfolio value
$464.16M
Positions
28
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 28 →
| Company | Value | % of portfolio |
|---|---|---|
| Transalta Corp | $48.27M | 10.4% |
| Amentum Holdings, Inc. | $47.46M | 10.2% |
| Thermo Fisher Scientific Inc. | $39.29M | 8.5% |
| Danaher Corp /De | $31.25M | 6.7% |
| GXO Logistics, Inc. | $26.70M | 5.8% |
| Amazon.com Inc | $25.60M | 5.5% |
| GE HealthCare Technologies Inc. | $24.93M | 5.4% |
| Carpenter Technology Corp | $21.71M | 4.7% |
| Synopsys Inc | $20.59M | 4.4% |
| ACV Auctions Inc. | $18.42M | 4.0% |
| BIO-TECHNE Corp | $17.62M | 3.8% |
| RB Global Inc | $16.05M | 3.5% |
| Equifax Inc | $15.95M | 3.4% |
| Option Care Health Inc | $15.57M | 3.4% |
| Constellation Energy Corp | $13.85M | 3.0% |
| Sumisho Air Lease Corp | $9.70M | 2.1% |
| Qnity Electronics, Inc. | $9.42M | 2.0% |
| ICON plc | $9.14M | 2.0% |
| Iqvia Holdings Inc. | $8.70M | 1.9% |
| Floor & Decor Holdings Inc | $7.49M | 1.6% |
| Chipotle Mexican Grill Inc | $6.95M | 1.5% |
| Itron, Inc. | $6.59M | 1.4% |
| NVIDIA Corp | $6.55M | 1.4% |
| Tower Semiconductor Ltd | $5.18M | 1.1% |
| Unity Software Inc. | $4.80M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.