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Disclosery

Arvin Capital Management LP: TAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arvin Capital Management LP on TAC, newest first. How the timeline and the estimate are built.

Arvin Capital Management LP held 3,742,183 TAC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,742,183 shares
    Change vs previous 13F -746,052 shares

    9.69% of the 13F portfolio, value $51,754,391.

    13F-HR 0001961738-26-000004 filed by Arvin Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,488,235 shares
    Change vs previous 13F +669,135 shares

    13.74% of the 13F portfolio, value $58,795,879.

    13F-HR 0001961738-26-000002 filed by Arvin Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,819,100 shares
    Change vs previous 13F +712,100 shares

    10.4% of the 13F portfolio, value $48,273,424.

    13F-HR 0001961738-26-000001 filed by Arvin Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,107,000 shares
    Change vs previous 13F +173,500 shares

    9.83% of the 13F portfolio, value $42,472,690.

    13F-HR 0001961738-25-000010 filed by Arvin Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,933,500 shares
    Change vs previous 13F +505,736 shares

    9.04% of the 13F portfolio, value $31,652,465.

    13F-HR 0001961738-25-000006 filed by Arvin Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,427,764 shares
    Change vs previous 13F not available

    8.35% of the 13F portfolio, value $22,699,593.

    13F-HR 0001961738-25-000005 filed by Arvin Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).