StockDriftsStockDriftsTop 23 Arvin Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TAC | TRANSALTA CORP | 13.74% | 4.49M | $58.8M | +17.52%(+669.13K) | $11.98(+6.71%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 12.83% | 111.7K | $54.9M | +64.74%(+43.90K) | $486.77(-9.95%) | 2026-03-31 | |
| AMTM | AMENTUM HOLDINGS INC | 12.62% | 2.07M | $54.0M | +26.56%(+434.71K) | $23.99(-4.20%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 8.22% | 185.5K | $35.2M | +35.90%(+49.01K) | $217.76(-25.65%) | 2026-03-31 | |
| RBA | RB GLOBAL INC | 6.73% | 300.5K | $28.8M | +92.63%(+144.50K) | $98.45(+3.70%) | 2026-03-31 | |
| GXO | GXO LOGISTICS INCORPORATED | 6.37% | 525.4K | $27.2M | +3.60%(+18.26K) | $48.74(-1.16%) | 2026-03-31 | |
| OPCH | OPTION CARE HEALTH INC | 4.4% | 699.5K | $18.8M | +43.16%(+210.89K) | $29.58(-34.01%) | 2026-03-31 | |
| CRS | CARPENTER TECHNOLOGY CORP | 4.27% | 46.3K | $18.2M | -32.85%(-22.65K) | $162.87(+151.08%) | 2026-03-31 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 3.63% | 135.2K | $15.5M | new | $101.05(+49.31%) | 2026-03-31 | |
| Q | QNITY ELECTRONICS INC | 3.54% | 131.3K | $15.1M | +13.83%(+15.95K) | $83.70(+87.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.71% | +24.95% |
| Top 20 Holdings Unweighted | +6.67% | +21.39% |
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