ARVIN CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TAC | 3.11M | $42.47M |
 | AMTM | 1.64M | $39.19M |
 | OPCH | 742K | $20.61M |
 | ACVA | 616K | $6.11M |
 | GXO | 441K | $23.31M |
 | PINS | 352K | $11.31M |
 | AL | 348K | $22.13M |
 | GEHC | 314K | $23.60M |
 | U | 235K | $9.40M |
 | ITRI | 172K | $21.45M |
 | TSEM | 171K | $12.36M |
 | DHR | 146K | $28.93M |
 | AMZN | 107K | $23.60M |
 | CRS | 102K | $24.97M |
 | RBA | 95K | $10.31M |
 | TMO | 82K | $40.00M |
 | ICLR | 72K | $12.54M |
 | SNPS | 43K | $21.07M |
 | IQV | 42K | $8.00M |
 | EFX | 36K | $9.26M |
TransAlta Corporation
TAC
Shares Held
3.11M
Value
$42.47M
Amentum Holdings, Inc.
AMTM
Shares Held
1.64M
Value
$39.19M
Option Care Health, Inc.
OPCH
Shares Held
742K
Value
$20.61M
ACV Auctions Inc.
ACVA
Shares Held
616K
Value
$6.11M
GXO Logistics, Inc.
GXO
Shares Held
441K
Value
$23.31M
Pinterest, Inc.
PINS
Shares Held
352K
Value
$11.31M
Air Lease Corporation
AL
Shares Held
348K
Value
$22.13M
GE HealthCare Technologies Inc.
GEHC
Shares Held
314K
Value
$23.60M
Unity Software Inc.
U
Shares Held
235K
Value
$9.40M
Itron, Inc.
ITRI
Shares Held
172K
Value
$21.45M
Tower Semiconductor Ltd.
TSEM
Shares Held
171K
Value
$12.36M
Danaher Corporation
DHR
Shares Held
146K
Value
$28.93M
Amazon.com, Inc.
AMZN
Shares Held
107K
Value
$23.60M
Carpenter Technology Corporation
CRS
Shares Held
102K
Value
$24.97M
RB Global, Inc.
RBA
Shares Held
95K
Value
$10.31M
Thermo Fisher Scientific Inc.
TMO
Shares Held
82K
Value
$40.00M
ICON Public Limited Company
ICLR
Shares Held
72K
Value
$12.54M
Synopsys, Inc.
SNPS
Shares Held
43K
Value
$21.07M
IQVIA Holdings Inc.
IQV
Shares Held
42K
Value
$8.00M
Equifax Inc.
EFX
Shares Held
36K
Value
$9.26M