Arvin Capital Management LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Arvin Capital Management LP held in its portfolio 32 assets valued at $531,033,077 (i.e. $531.03M).
The most valuable assets in the portfolio included: TRANSALTA CORP ($53.36M), AMENTUM HOLDINGS INC ($52.23M), and DANAHER CORPORATION ($39.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Arvin Capital Management LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TRANSALTA CORP | 4221300 | 53357232 | COM |
| AMENTUM HOLDINGS INC | 1800992 | 52228768 | COM |
| DANAHER CORPORATION | 173502 | 39718078 | COM |
| THERMO FISHER SCIENTIFIC INC | 67800 | 39286710 | COM |
| AMAZON COM INC | 135898 | 31367976 | COM |
| GXO LOGISTICS INCORPORATED | 507159 | 26696850 | COMMON STOCK |
| SYNOPSYS INC | 53830 | 25285028 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 303912 | 24926862 | COMMON STOCK |
| BIO-TECHNE CORP | 384335 | 22602741 | COM |
| CARPENTER TECHNOLOGY CORP | 68947 | 21707273 | COM |
| INVESCO QQQ TR | 30000 | 18429300 | UNIT SER 1 |
| ACV AUCTIONS INC | 2296913 | 18421242 | COM CL A |
| RB GLOBAL INC | 155996 | 16047309 | COM |
| EQUIFAX INC | 73532 | 15954973 | COM |
| OPTION CARE HEALTH INC | 488572 | 15565904 | COM NEW |
| CONSTELLATION ENERGY CORP | 39198 | 13847477 | COM |
| FLOOR & DECOR HLDGS INC | 222964 | 13576278 | CL A |
| AIR LEASE CORP | 151059 | 9702520 | CL A |
| ICON PLC | 52260 | 9522817 | SHS |
| QNITY ELECTRONICS INC | 115354 | 9418654 | COMMON STOCK |
| IQVIA HLDGS INC | 38600 | 8700826 | COM |
| CHIPOTLE MEXICAN GRILL INC | 187712 | 6945344 | COM |
| ITRON INC | 70971 | 6590367 | COM |
| NVIDIA CORPORATION | 35100 | 6546150 | COM |
| TOWER SEMICONDUCTOR LTD | 44135 | 5182332 | SHS NEW |
| UNITY SOFTWARE INC | 108588 | 4796332 | COM |
| KBR INC | 110000 | 4422000 | COM |
| ALIBABA GROUP HLDG LTD | 23000 | 3371340 | SPONSORED ADS |
| ECHOSTAR CORP | 25800 | 2804460 | CL A |
| BLOOM ENERGY CORP | 25200 | 2189628 | COM CL A |
| SPORTRADAR GROUP AG | 59800 | 1421446 | CLASS A ORD SHS |
| COGENT COMMUNICATIONS HLDGS | 18500 | 398860 | COM NEW |
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