Twinbeech Capital LP Purchases and Sells in Q1 2025

Twinbeech Capital LP

$4.95 Billion
Q1 2025

Top Buys

Incresed Positions

145 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSX	2.21M + 10396.09%	$29.11 - $33.67 $64.4M - $74.4M	2.23M $65.7M
GS	111K + 11047.96%	$524.81 - $672.19 $58.4M - $74.8M	112K $61.3M
DIS	602K + 15484.15%	$96.87 - $114.0 $58.3M - $68.6M	606K $59.8M
HUBS	104K + 925.45%	$571.29 - $819.71 $59.6M - $85.5M	116K $66M
PNC	322K + 6583.99%	$168.84 - $202.89 $54.3M - $65.3M	327K $57.4M
LOW	245K + 428.06%	$222.66 - $268.42 $54.6M - $65.8M	302K $70.5M

New Holdings

444 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VRT	917K New	N/A	917K $79.5M
LVS	1.68M New	$38.18 - $50.93 $64M - $85.4M	1.68M $64.8M
CMI	194K New	$312.92 - $386.07 $60.9M - $75.1M	194K $61M
ECL	226K New	$229.72 - $269.82 $51.9M - $61M	226K $57.3M
HLT	217K New	$221.78 - $273.45 $48.1M - $59.3M	217K $49.4M
ETR	536K New	$75.26 - $87.89 $40.4M - $47.2M	536K $45.9M

Top Sells

Reduced Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WM	-344K - 99.2%	$200.54 - $233.78 $68.9M - $80.4M	2.78K $642K
SQ	-759K - 92.03%	$54.04 - $92.95 $41M - $70.5M	65.7K $3.76M
HAL	-1.99M - 97.51%	$24.15 - $29.9 $48.1M - $59.6M	50.9K $1.29M
PH	-83K - 99.45%	$591.65 - $707.05 $49.1M - $58.7M	463 $281K
CMG	-832K - 95.32%	$47.79 - $59.89 $39.8M - $49.8M	40.8K $2.05M
ROST	-333K - 98.98%	$123.3 - $154.95 $41.1M - $51.6M	3.43K $437K

Activity Summary All Purchases 589 New Holdings 444 Increased Positions 145 All Sells 90 Reductions 90 Sold out 0 Calls 0 Puts 0

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