Rangeley Capital’s Arvinas ARVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.46M Sell
175,590
-48,400
-22% -$451K 1.33% 22
2026
Q1
$2.37M Sell
223,990
-171,810
-43% -$2.13M 2.31% 8
2025
Q4
$4.69M Sell
395,800
-299,600
-43% -$3.27M 3.9% 6
2025
Q3
$5.92M Buy
695,400
+600
+0.1% +$4.55K 5.13% 3
2025
Q2
$5.11M Buy
694,800
+151,800
+28% +$1.12M 6.1% 3
2025
Q1
$3.81M Buy
+543,000
New +$8.51M 4.08% 7

Other funds holding ARVN

Rangeley Capital's ARVN Position: Q2 2026 in Review

Rangeley Capital reduced its Arvinas (ARVN) stake by 22% in Q2 2026, selling an estimated $451K and leaving 175,590 shares worth $1.46M. The position accounts for 1.33% of the portfolio, ranked #22.

Rangeley Capital first reported a position in ARVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.92M in Q3 2025. 200 funds tracked by Wall St. Rank hold ARVN as of Q2 2026.

  • Rangeley Capital held 175,590 shares of Arvinas worth $1.46M as of Q2 2026.
  • Rangeley Capital sold 48,400 Arvinas shares in Q2 2026, an estimated $451K.
  • Arvinas made up 1.33% of Rangeley Capital's portfolio in Q2 2026, its #22 holding.
  • Rangeley Capital first reported a position in Arvinas in Q1 2025 and has held it in 6 quarters since.
  • Rangeley Capital's Arvinas position peaked at $5.92M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Arvinas as of Q2 2026.

Based on Rangeley Capital's 13F filing for Q2 2026, filed 14 Aug 2026.