Arvin Capital Management LP - Q42025 Holdings

Arvin Capital Management LP holds 32 stocks with a total portfolio value of $ 531.03M as of Q42025. In Q42025, Arvin Capital Management LP added 9 new positions, increased stakes in 9 stocks, reduced 13 holdings, and fully exited 5 positions. The largest holding is Transalta Corp (TAC), representing 10.05% of the total portfolio.