ARVIN CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TAC | 4.49M | $58.80M |
 | ACVA | 2.66M | $11.28M |
 | AMTM | 2.07M | $54.02M |
 | OPCH | 699K | $18.83M |
 | GXO | 525K | $27.24M |
 | RBA | 301K | $28.80M |
 | U | 220K | $4.84M |
 | TECH | 204K | $10.68M |
 | DHR | 186K | $35.17M |
 | RIG | 182K | $1.21M |
 | AKAM | 135K | $15.52M |
 | Q | 131K | $15.15M |
 | TMO | 112K | $54.90M |
 | AMZN | 58K | $12.00M |
 | CEG | 52K | $14.58M |
 | CRS | 46K | $18.25M |
 | TSEM | 44K | $7.74M |
 | SOLS | 41K | $3.09M |
 | MSFT | 12K | $4.55M |
 | FICO | 11K | $11.97M |
TransAlta Corporation
TAC
Shares Held
4.49M
Value
$58.80M
ACV Auctions Inc.
ACVA
Shares Held
2.66M
Value
$11.28M
Amentum Holdings, Inc.
AMTM
Shares Held
2.07M
Value
$54.02M
Option Care Health, Inc.
OPCH
Shares Held
699K
Value
$18.83M
GXO Logistics, Inc.
GXO
Shares Held
525K
Value
$27.24M
RB Global, Inc.
RBA
Shares Held
301K
Value
$28.80M
Unity Software Inc.
U
Shares Held
220K
Value
$4.84M
Bio-Techne Corporation
TECH
Shares Held
204K
Value
$10.68M
Danaher Corporation
DHR
Shares Held
186K
Value
$35.17M
Transocean Ltd.
RIG
Shares Held
182K
Value
$1.21M
Akamai Technologies, Inc.
AKAM
Shares Held
135K
Value
$15.52M
Qnity Electronics, Inc.
Q
Shares Held
131K
Value
$15.15M
Thermo Fisher Scientific Inc.
TMO
Shares Held
112K
Value
$54.90M
Amazon.com, Inc.
AMZN
Shares Held
58K
Value
$12.00M
Constellation Energy Corporation
CEG
Shares Held
52K
Value
$14.58M
Carpenter Technology Corporation
CRS
Shares Held
46K
Value
$18.25M
Tower Semiconductor Ltd.
TSEM
Shares Held
44K
Value
$7.74M
Solstice Advanced Materials Inc.
SOLS
Shares Held
41K
Value
$3.09M
Microsoft Corporation
MSFT
Shares Held
12K
Value
$4.55M
Fair Isaac Corporation
FICO
Shares Held
11K
Value
$11.97M