ARVIN CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TAC | 3.82M | $48.27M |
 | ACVA | 2.30M | $18.42M |
 | AMTM | 1.64M | $47.46M |
 | GXO | 507K | $26.70M |
 | OPCH | 489K | $15.57M |
 | GEHC | 304K | $24.93M |
 | TECH | 300K | $17.62M |
 | CMG | 188K | $6.95M |
 | RBA | 156K | $16.05M |
 | AL | 151K | $9.70M |
 | DHR | 137K | $31.25M |
 | FND | 123K | $7.49M |
 | Q | 115K | $9.42M |
 | AMZN | 111K | $25.60M |
 | U | 109K | $4.80M |
 | EFX | 74K | $15.95M |
 | ITRI | 71K | $6.59M |
 | CRS | 69K | $21.71M |
 | TMO | 68K | $39.29M |
 | SRAD | 60K | $1.42M |
TransAlta Corporation
TAC
Shares Held
3.82M
Value
$48.27M
ACV Auctions Inc.
ACVA
Shares Held
2.30M
Value
$18.42M
Amentum Holdings, Inc.
AMTM
Shares Held
1.64M
Value
$47.46M
GXO Logistics, Inc.
GXO
Shares Held
507K
Value
$26.70M
Option Care Health, Inc.
OPCH
Shares Held
489K
Value
$15.57M
GE HealthCare Technologies Inc.
GEHC
Shares Held
304K
Value
$24.93M
Bio-Techne Corporation
TECH
Shares Held
300K
Value
$17.62M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
188K
Value
$6.95M
RB Global, Inc.
RBA
Shares Held
156K
Value
$16.05M
Air Lease Corporation
AL
Shares Held
151K
Value
$9.70M
Danaher Corporation
DHR
Shares Held
137K
Value
$31.25M
Floor & Decor Holdings, Inc.
FND
Shares Held
123K
Value
$7.49M
Qnity Electronics, Inc.
Q
Shares Held
115K
Value
$9.42M
Amazon.com, Inc.
AMZN
Shares Held
111K
Value
$25.60M
Unity Software Inc.
U
Shares Held
109K
Value
$4.80M
Equifax Inc.
EFX
Shares Held
74K
Value
$15.95M
Itron, Inc.
ITRI
Shares Held
71K
Value
$6.59M
Carpenter Technology Corporation
CRS
Shares Held
69K
Value
$21.71M
Thermo Fisher Scientific Inc.
TMO
Shares Held
68K
Value
$39.29M
Sportradar Group AG
SRAD
Shares Held
60K
Value
$1.42M