$227 Million is the total value of Arvin Capital Management LP's 29 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TRANSUNION | 3 | Q2 2024 | 6.6% |
| LAMB WESTON HLDGS INC | 3 | Q2 2024 | 7.4% |
| FIDELITY NATL INFORMATION SV | 3 | Q2 2024 | 6.8% |
| JANUS INTERNATIONAL GROUP IN | 3 | Q2 2024 | 6.1% |
| NUTANIX INC | 3 | Q2 2024 | 7.1% |
| XPO INC | 3 | Q2 2024 | 5.8% |
| AVANTOR INC | 3 | Q2 2024 | 7.3% |
| TECK RESOURCES LTD | 3 | Q2 2024 | 5.7% |
| JD.COM INC | 3 | Q2 2024 | 4.4% |
| CHARLES RIV LABS INTL INC | 3 | Q2 2024 | 5.0% |
View Arvin Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
View Arvin Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.