Stock Taper 
ARVIN CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Wolfspeed Inc. | WOLF | 168.96K | $8.15M |
 Akamai Technologies, Inc. | AKAM | 195.7K | $23.13M |
 Vistra Corp. | VST | 203.9K | $32.34M |
 GDS Holdings Limited | GDS | 233.95K | $7.03M |
 Kodiak Gas Services, Inc. | KGS | 246.61K | $18.53M |
 Hub Group, Inc. | HUBG | 402.42K | $17.62M |
 Amentum Holdings, Inc. | AMTM | 416.7K | $8.61M |
 GXO Logistics, Inc. | GXO | 598.13K | $30.32M |
 Unity Software Inc. | U | 698.28K | $19.96M |
 Rocket Companies, Inc. | RKT | 1.89M | $29.71M |
 Transocean Ltd. | RIG | 2.98M | $14.59M |