Arvin Capital Management LP 13F Holdings

CIK 0001961738 · AUSTIN, TX

As of Sep 30, 2025, Arvin Capital Management LP reported 28 positions worth $553.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TRANSALTA CORPTACUtilities3,762,000$51.4M9.29%
THERMO FISHER SCIENTIFIC INCTMOHealthcare100,470$48.7M8.80%
DANAHER CORPDHRHealthcare242,900$48.2M8.70%
AMAZON.COM INCAMZNEquity197,472$43.4M7.83%
AMENTUM HOLDINGS INCAMTMIndustrials1,636,492$39.2M7.08%
GE HEALTHCARE TECHNOLOGIES INCGEHCHealthcare364,268$27.4M4.94%
CARPENTER TECHNOLOGY CORPCRSIndustrials101,700$25.0M4.51%
MICROSOFT CORPMSFTTechnology45,600$23.6M4.26%
OPTION CARE HEALTH INCOPCHHealthcare842,361$23.4M4.22%
GXO LOGISTICS INCGXOIndustrials440,800$23.3M4.21%
AIR LEASE CORPALIndustrials347,664$22.1M4.00%
ITRON INCITRITechnology172,200$21.4M3.87%
SYNOPSYS INCSNPSTechnology42,700$21.1M3.80%
HENRY SCHEIN INCHSICHealthcare200,000 3.3M2.40%
BIO-TECHNE CORPTECHHealthcare228,000 2.7M2.29%
ICON PLCICLRHealthcare71,675 2.5M2.26%
TOWER SEMICONDUCTOR LTDTSEMTechnology170,976 2.4M2.23%
PINTEREST INCPINSCommunication Services351,554 1.3M2.04%
CSX CORPCSXIndustrials300,000 0.7M1.92%
RB GLOBAL INCRBAIndustrials95,100 0.3M1.86%
UNITY SOFTWARE INCUTechnology234,658$9.4M1.70%
EQUIFAX INCEFXIndustrials36,100$9.3M1.67%
CONSTELLATION ENERGY CORPCEGUtilities26,132$8.6M1.55%
IQVIA HOLDINGS INCIQVHealthcare44,900$8.5M1.54%
ACV AUCTIONS INCACVAConsumer Cyclical616,190$6.1M1.10%