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| Name: |
Arvin Capital Management LP |
| City: |
AUSTIN |
| State: |
TX |
| Zip: |
78701 |
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data |
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| Holdings
Found :
7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FIS |
Fidelity National Information |
1 |
- |
$77.79 |
$18,236,000 |
245,836 |
8.42% |
3,284,000 |
-3,076 |
0.04 |
Business Services |
|
|
XPO |
XPO Logistics Inc |
6 |
- |
$108.37 |
$13,625,000 |
111,650 |
6.29% |
518,000 |
-37,996 |
0.096 |
AirDelivery & Freight... |
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NTNX |
Nutanix, Inc. |
9 |
- |
$72.85 |
$11,843,000 |
191,888 |
5.47% |
-4,163,000 |
-143,734 |
0.079 |
N/A |
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AVTR |
Avantor, Inc. |
10 |
- |
$24.14 |
$11,218,000 |
438,729 |
5.18% |
-5,346,000 |
-286,824 |
0.065 |
N/A |
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LW |
Lamb Weston Holdings, Inc. |
12 |
- |
$89.21 |
$9,778,000 |
91,782 |
4.52% |
-6,968,000 |
-63,142 |
0.063 |
N/A |
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BURL |
Burlington Stores, Inc. |
15 |
- |
$200.37 |
$7,629,000 |
32,858 |
3.52% |
-1,459,000 |
-13,873 |
0.045 |
Discount, Variety Stores |
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MSFT |
Microsoft Corp |
18 |
- |
$430.16 |
$3,969,000 |
9,434 |
1.83% |
-1,193,000 |
-4,292 |
0 |
Application Software |
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