Long-term investor
Arvin Capital Management LP @arvincapitalmanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001961738).
Record
- Tracked since 2025-06-30 (441 days), 173 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months n/a · 1 year +9.9% · all +9.9%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TAC · 7.4% · long · since 2025-06-30
- VST · 6.7% · long · since 2026-06-30
- UNP · 6.6% · long · since 2026-03-31
- MSFT · 5.1% · long · since 2025-09-30
- GXO · 4.0% · long · since 2025-06-30
- RKT · 3.9% · long · since 2026-03-31
- 46090E103 · 3.8% · long · since 2025-12-31
- W · 3.7% · long · since 2026-06-30
- TMO · 3.7% · long · since 2025-06-30
- AKAM · 3.2% · long · since 2026-03-31
- G4705A100 · 3.1% · long · since 2025-09-30
- TTMI · 2.9% · long · since 2026-06-30