Arvin Capital Management LP: 13F holdings
CIK 19617382026Q2
| Positions | 41 |
|---|
| Reported value | $766.0m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 41 (+4 vs prior quarter) |
|---|
| Reported value | $766.0m (-6.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TAC TRANSALTA CORP | 3,742,183 | $51.8m | 6.8% |
| VST VISTRA CORP | 203,896 | $32.3m | 4.2% |
| GXO GXO LOGISTICS INCORPORATED | 598,125 | $30.3m | 4.0% |
| RKT ROCKET COS INC | 1,886,480 | $29.7m | 3.9% |
| TMO THERMO FISHER SCIENTIFIC INC | 57,017 | $28.6m | 3.7% |
| UNP UNION PAC CORP | 98,499 | $26.8m | 3.5% |
| AKAM AKAMAI TECHNOLOGIES INC | 195,698 | $23.1m | 3.0% |
| TTMI TTM TECHNOLOGIES INC | 117,631 | $22.0m | 2.9% |
| WAT WATERS CORP | 55,975 | $21.0m | 2.7% |
| U UNITY SOFTWARE INC | 698,280 | $20.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1961738")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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