Position in W
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,742,376
New position
Shares Held
159,515
first reported quarter
Ownership
0.116%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#85
of 450 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in W
reported options exposure · as of Jun 30, 2026CallValue
$13,863,000
CallShares
150,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Arvin Capital Management LP holds $15,061,797 across 2 Internet Retail names. W ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | W |
Wayfair Inc.
This page
|
159,515 | $14,742,376 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
3,328 | $319,421 |
All Filings in W
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,742,376 | 159,515 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $13,863,000 | 150,000 | Call | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||