Holdings
Arvin Capital Management LP
As of Jun 30, 2026, Arvin Capital Management LP reported 27 positions worth US$490M. Largest: Transalta Corporation, Vistra Corp. and Gxo Logistics, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Transalta Corporation | 3.74M | US$51.8M | −746K | Jun 30, 2026 |
| Vistra Corp. | 204K | US$32.3M | new | Jun 30, 2026 |
| Gxo Logistics, Inc. | 598K | US$30.3M | +72,706 | Jun 30, 2026 |
| Rocket Companies, Inc. | 1.89M | US$29.7M | new | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 57,017 | US$28.6M | −54,680 | Jun 30, 2026 |
| Union Pacific Corporation | 98,499 | US$26.8M | new | Jun 30, 2026 |
| Akamai Technologies, Inc. | 196K | US$23.1M | +60,546 | Jun 30, 2026 |
| Ttm Technologies, Inc. | 118K | US$22M | new | Jun 30, 2026 |
| Waters Corporation | 55,975 | US$21M | +45,801 | Jun 30, 2026 |
| Unity Software Inc. | 698K | US$20M | +478K | Jun 30, 2026 |