Arvin Capital Management LP: summary

Arvin Capital Management LP reported 48 positions with a reported value of $671.74M in its 13F for Q3 2026. Compared with Q2 2026: 26 new positions, 29 exited.

Top positions

• ISHARES RUSSELL 2000 ETF
• MICROSOFT CORP COM
• TRANSALTA CORP
• UNION PAC CORP COM
• QNITY ELECTRONICS INC COMMON STOCK
• VISTRA CORP COM
• THERMO FISHER SCIENTIFIC INC COM
• GXO Logistics Inc
• TTM TECHNOLOGIES
• AMAZON COM INC