D. E. Shaw adjusts Arvinas (ARVN) stake as one entity falls below 5%

Rhea-AI Filing Summary

D. E. Shaw & Co. entities and David E. Shaw report their ownership in Arvinas, Inc. common stock. D. E. Shaw & Co., L.P. and David E. Shaw each report beneficial ownership of 3,495,153 shares, representing 5.4% of the outstanding common stock. D. E. Shaw & Co., L.L.C. reports beneficial ownership of 3,050,971 shares, or 4.7% of the class, and notes it has ceased to be a beneficial owner of more than 5 percent since a filing dated November 14, 2025. All reporting persons have no sole voting or dispositive power; their reported powers are entirely shared through affiliated investment vehicles. David E. Shaw may be deemed to be the beneficial owner of 3,495,153 shares through his control of related entities but expressly disclaims beneficial ownership of those shares.

Key Figures

Shares beneficially owned by D. E. Shaw & Co., L.P.: 3,495,153 shares Shares beneficially owned by D. E. Shaw & Co., L.L.C.: 3,050,971 shares Shares deemed beneficially owned by David E. Shaw: 3,495,153 shares +3 more

6 metrics

Shares beneficially owned by D. E. Shaw & Co., L.P. 3,495,153 shares Reported as 5.4% of Arvinas common stock

Shares beneficially owned by D. E. Shaw & Co., L.L.C. 3,050,971 shares Reported as 4.7% of Arvinas common stock

Shares deemed beneficially owned by David E. Shaw 3,495,153 shares Represents 5.4% of outstanding shares; ownership disclaimed

Shared voting power (L.P. and David E. Shaw) 3,476,553 shares Shared power to vote or direct the vote

Shared dispositive power (L.P. and David E. Shaw) 3,495,153 shares Shared power to dispose or direct disposition

Shared voting and dispositive power (L.L.C.) 3,050,971 shares Both shared voting and shared dispositive power

Key Terms

beneficial owner, shared voting power, shared dispositive power, Schedule 13G/A, +1 more

5 terms

beneficial owner financial

"ceased to be the beneficial owner of more than 5 percent of the class"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

shared voting power financial

"may be deemed to have the shared power to vote or direct the vote of 3,476,553 shares"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"the shared power to dispose or direct the disposition of 3,495,153 shares"

Schedule 13G/A regulatory

"Subsequent to our most recent filing for this Issuer dated November 14, 2025"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

percent of class financial

"D. E. Shaw & Co., L.P.: 5.4% D. E. Shaw & Co., L.L.C.: 4.7% David E. Shaw: 5.4%"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

How much of Arvinas, Inc. (ARVN) does D. E. Shaw & Co., L.P. beneficially own?

D. E. Shaw & Co., L.P. reports beneficial ownership of 3,495,153 Arvinas shares, representing 5.4% of the company’s outstanding common stock. These shares are held through affiliated investment vehicles under its management.

What is D. E. Shaw & Co., L.L.C.’s current ownership percentage in Arvinas (ARVN)?

D. E. Shaw & Co., L.L.C. reports beneficial ownership of 3,050,971 Arvinas shares, equal to 4.7% of the common stock. It also notes that it has ceased to be a beneficial owner of more than 5 percent of the class.

How many Arvinas (ARVN) shares may David E. Shaw be deemed to beneficially own?

David E. Shaw may be deemed to beneficially own 3,495,153 Arvinas shares, or 5.4% of the outstanding common stock, through his control of related entities. He disclaims beneficial ownership of these shares.

Do the D. E. Shaw reporting persons have sole or shared voting power over Arvinas (ARVN) shares?

All reporting persons have 0 shares with sole voting power in Arvinas. Voting power is entirely shared: D. E. Shaw & Co., L.P. and David E. Shaw over 3,476,553 shares, and D. E. Shaw & Co., L.L.C. over 3,050,971 shares.

What does the Schedule 13G/A say about dispositive power over Arvinas (ARVN) shares?

The filing shows no sole dispositive power for any reporting person. D. E. Shaw & Co., L.P. and David E. Shaw share dispositive power over 3,495,153 shares, while D. E. Shaw & Co., L.L.C. shares dispositive power over 3,050,971 shares.

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Available on EDGAR 08/14/2026 - 04:24 PM Accepted by SEC EDGAR 08/14/2026 - 04:16 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Arvinas, Inc.

(Name of Issuer)

Common stock, par value $0.001 per share

(Title of Class of Securities)

04335A105

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 04335A105

1

Names of Reporting Persons

D. E. Shaw & Co., L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,476,553.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,495,153.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,495,153.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.4 %

12

Type of Reporting Person (See Instructions)

IA, PN

SCHEDULE 13G

CUSIP Number(s): 04335A105

1

Names of Reporting Persons

D. E. Shaw & Co., L.L.C.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,050,971.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,050,971.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,050,971.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.7 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Subsequent to our most recent filing for this Issuer dated November 14, 2025, D. E. Shaw & Co., L.L.C. ceased to be the beneficial owner of more than 5 percent of the class of securities. Accordingly, Item 5 has been checked in respect of D. E. Shaw & Co., L.L.C.

SCHEDULE 13G

CUSIP Number(s): 04335A105

1

Names of Reporting Persons

David E. Shaw

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,476,553.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,495,153.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,495,153.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.4 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Arvinas, Inc.
(b)	Address of issuer's principal executive offices: 5 Science Park, 395 Winchester Ave., New Haven, CT 06511
Item 2.
(a)	Name of person filing: D. E. Shaw & Co., L.P. D. E. Shaw & Co., L.L.C. David E. Shaw
(b)	Address or principal business office or, if none, residence: The business address for each reporting person is: Two Manhattan West 375 Ninth Avenue, 52nd Floor New York, NY 10001
(c)	Citizenship: D. E. Shaw & Co., L.P. is a limited partnership organized under the laws of the state of Delaware. D. E. Shaw & Co., L.L.C. is a limited liability company organized under the laws of the state of Delaware. David E. Shaw is a citizen of the United States of America.
(d)	Title of class of securities: Common stock, par value $0.001 per share
(e)	CUSIP No.: 04335A105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: D. E. Shaw & Co., L.P.: 3,495,153 shares This is composed of (i) 1,651,919 shares in the name of D. E. Shaw Valence Portfolios, L.L.C., (ii) 1,394,769 shares in the name of D. E. Shaw Oculus Portfolios, L.L.C., and (iii) 448,465 shares under the management of D. E. Shaw Investment Management, L.L.C. D. E. Shaw & Co., L.L.C.: 3,050,971 shares This is composed of (i) 1,651,919 shares in the name of D. E. Shaw Valence Portfolios, L.L.C., (ii) 1,394,769 shares in the name of D. E. Shaw Oculus Portfolios, L.L.C., and (iii) 4,283 shares in the name of D. E. Shaw Investment Management Special Investment Fund, L.L.C. David E. Shaw: 3,495,153 shares This is composed of (i) 1,651,919 shares in the name of D. E. Shaw Valence Portfolios, L.L.C., (ii) 1,394,769 shares in the name of D. E. Shaw Oculus Portfolios, L.L.C., and (iii) 448,465 shares under the management of D. E. Shaw Investment Management, L.L.C. David E. Shaw does not own any shares directly. By virtue of David E. Shaw's position as President and sole shareholder of D. E. Shaw & Co., Inc., which is the general partner of D. E. Shaw & Co., L.P., which in turn is the investment adviser of D. E. Shaw Valence Portfolios, L.L.C. and D. E. Shaw Oculus Portfolios, L.L.C. and the managing member of D. E. Shaw Investment Management, L.L.C., which in turn is the investment adviser of D. E. Shaw Investment Management Special Investment Fund, L.L.C., and by virtue of David E. Shaw's position as President and sole shareholder of D. E. Shaw & Co. II, Inc., which is the managing member of D. E. Shaw & Co., L.L.C., which in turn is the manager of D. E. Shaw Valence Portfolios, L.L.C., D. E. Shaw Oculus Portfolios, L.L.C., and D. E. Shaw Investment Management Special Investment Fund, L.L.C., David E. Shaw may be deemed to have the shared power to vote or direct the vote of 3,476,553 shares and the shared power to dispose or direct the disposition of 3,495,153 shares, the 3,495,153 shares as described above constituting 5.4% of the outstanding shares, and, therefore, David E. Shaw may be deemed to be the beneficial owner of such shares. David E. Shaw disclaims beneficial ownership of such 3,495,153 shares.
(b)	Percent of class: D. E. Shaw & Co., L.P.: 5.4% D. E. Shaw & Co., L.L.C.: 4.7% David E. Shaw: 5.4%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: D. E. Shaw & Co., L.P.: 0 shares D. E. Shaw & Co., L.L.C.: 0 shares David E. Shaw: 0 shares
	(ii) Shared power to vote or to direct the vote: D. E. Shaw & Co., L.P.: 3,476,553 shares D. E. Shaw & Co., L.L.C.: 3,050,971 shares David E. Shaw: 3,476,553 shares
	(iii) Sole power to dispose or to direct the disposition of: D. E. Shaw & Co., L.P.: 0 shares D. E. Shaw & Co., L.L.C.: 0 shares David E. Shaw: 0 shares
	(iv) Shared power to dispose or to direct the disposition of: D. E. Shaw & Co., L.P.: 3,495,153 shares D. E. Shaw & Co., L.L.C.: 3,050,971 shares David E. Shaw: 3,495,153 shares
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

D. E. Shaw & Co., L.P.

Signature:	/s/ Daniel R. Marcus
Name/Title:	Daniel R. Marcus / Chief Compliance Officer
Date:	08/14/2026

D. E. Shaw & Co., L.L.C.

Signature:	/s/ Daniel R. Marcus
Name/Title:	Daniel R. Marcus / Authorized Signatory
Date:	08/14/2026

David E. Shaw

Signature:	/s/ Daniel R. Marcus
Name/Title:	Daniel R. Marcus / Attorney-in-Fact for David E. Shaw
Date:	08/14/2026

Comments accompanying signature: Exhibit 1: Power of Attorney, granted by David E. Shaw relating to D. E. Shaw & Co., Inc., in favor of the signatories hereto, among others, dated August 1, 2024. Exhibit 2: Power of Attorney, granted by David E. Shaw relating to D. E. Shaw & Co. II, Inc., in favor of the signatories hereto, among others, dated August 1, 2024.

Exhibit Information

Exhibit 3: Joint Filing Agreement, by and among the Reporting Persons, dated August 14, 2026.