Twinbeech Capital LP Purchases in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EBC
Eastern Bankshares, Inc.

Financial Services
28.2K
New
$15.29 - $19.15 $431K - $540K
28.2K $462K
MEOH
Methanex Corp

Basic Materials
12.4K
New
$35.09 - $53.61 $434K - $663K
12.4K $434K
SYY
Sysco Corp

Consumer Defensive
5.73K
New
$70.0 - $77.13 $401K - $442K
5.73K $430K
WTRG
Essential Utilities, Inc.

Utilities
10.8K
New
$33.49 - $40.57 $360K - $437K
10.8K $425K
IART
Integra Lifesciences Holdings Corp

Healthcare
19.3K
New
$21.13 - $26.55 $408K - $512K
19.3K $424K
KMB
Kimberly Clark Corp

Consumer Defensive
2.87K
New
$124.46 - $147.4 $357K - $422K
2.87K $407K
FTV
Fortive Corp

Technology
5.42K
New
$71.82 - $82.98 $389K - $449K
5.42K $396K
WLY
John Wiley & Sons, Inc.

Communication Services
8.75K
+ 149.9%
$37.91 - $46.73 $332K - $409K
14.6K $649K
MAG
Mag Silver Corp

Basic Materials
24.9K
New
$13.74 - $17.1 $343K - $427K
24.9K $381K
AMWD
American Woodmark Corp

Consumer Cyclical
6.38K
New
$57.97 - $82.5 $370K - $526K
6.38K $375K
LOB
Live Oak Bancshares, Inc.

Financial Services
13.9K
New
$26.57 - $41.33 $369K - $574K
13.9K $370K
XRAY
Dentsply Sirona Inc.

Healthcare
23.7K
New
$14.93 - $20.31 $354K - $481K
23.7K $354K
ALIT
Alight, Inc.

Technology
57.4K
New
$5.91 - $7.05 $339K - $405K
57.4K $340K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
1.53K
New
$218.17 - $305.86 $335K - $469K
1.53K $338K
FFBC
First Financial Bancorp

Financial Services
13.4K
New
$24.25 - $29.06 $325K - $389K
13.4K $334K
QDEL
Quidel Ortho Corp

Healthcare
9.53K
New
$34.78 - $47.61 $331K - $453K
9.53K $333K
RRC
Range Resources Corp

Energy
8.25K
New
$35.22 - $41.29 $290K - $341K
8.25K $329K
VBTX
Veritex Holdings, Inc.

Financial Services
13.2K
New
$23.47 - $27.67 $309K - $364K
13.2K $328K
CW
Curtiss Wright Corp

Industrials
1.01K
New
$304.82 - $384.07 $309K - $389K
1.01K $321K
RAMP
Live Ramp Holdings, Inc.

Technology
12K
New
$25.18 - $35.61 $301K - $426K
12K $312K
TFII
Tfi International Inc.

Industrials
4.03K
New
$76.98 - $140.13 $310K - $565K
4.03K $312K
IIPR
Innovative Industrial Properties Inc

Real Estate
10K
+ 53.95%
$54.09 - $74.56 $543K - $749K
28.7K $1.55M
PAAS
Pan American Silver Corp

Basic Materials
11.9K
New
$20.61 - $26.7 $246K - $319K
11.9K $308K
STEP
Step Stone Group Inc.

Financial Services
5.77K
New
$47.81 - $64.82 $276K - $374K
5.77K $301K
TECK
Teck Resources LTD

Basic Materials
8.75K
+ 125.36%
$36.43 - $43.86 $319K - $384K
15.7K $572K
KNTK
Kinetik Holdings Inc.

Energy
5.5K
New
$49.51 - $66.5 $272K - $366K
5.5K $285K
FULT
Fulton Financial Corp

Financial Services
15.6K
New
$17.24 - $21.11 $269K - $329K
15.6K $282K
MP
Mp Materials Corp.

Basic Materials
11.5K
New
$16.39 - $26.93 $188K - $309K
11.5K $280K
IBOC
International Bancshares Corp

Financial Services
4.44K
New
$60.62 - $67.91 $269K - $302K
4.44K $279K
ATEN
A10 Networks, Inc.

Technology
17K
New
$16.34 - $21.68 $278K - $369K
17K $278K
WDAY
Workday, Inc.

Technology
1.19K
New
$233.53 - $277.82 $278K - $331K
1.19K $278K
HLI
Houlihan Lokey, Inc.

Financial Services
1.72K
New
$154.43 - $187.4 $265K - $322K
1.72K $277K
NMIH
Nmi Holdings, Inc.

Financial Services
7.66K
+ 109.12%
$34.46 - $39.13 $264K - $300K
14.7K $528K
CNO
Cno Financial Group, Inc.

Financial Services
6.47K
New
$35.99 - $42.34 $233K - $274K
6.47K $269K
LII
Lennox International Inc

Industrials
444
New
$553.05 - $666.93 $246K - $296K
444 $249K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
36.6K
New
$6.67 - $12.72 $244K - $466K
36.6K $244K
TBBK
Bancorp, Inc.

Financial Services
4.6K
New
$49.74 - $62.75 $229K - $289K
4.6K $243K
EGBN
Eagle Bancorp Inc

Financial Services
11.4K
New
$20.39 - $26.95 $232K - $307K
11.4K $239K
ALRM
Alarm.Com Holdings, Inc.

Technology
4.87K
+ 74.53%
$55.65 - $63.82 $271K - $310K
11.4K $634K
COHU
Cohu Inc

Technology
16K
New
$14.71 - $27.44 $235K - $438K
16K $235K
DAR
Darling Ingredients Inc.

Consumer Defensive
7.16K
New
$28.51 - $41.85 $204K - $300K
7.16K $223K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
11.5K
New
$19.28 - $22.3 $221K - $256K
11.5K $221K
KN
Knowles Corp

Technology
14.5K
New
$15.2 - $20.58 $220K - $297K
14.5K $219K
AIZ
Assurant, Inc.

Financial Services
1.07K
+ 47.6%
$198.92 - $218.67 $213K - $234K
3.32K $696K
OR
Osisko Gold Royalties LTD

Basic Materials
10.3K
New
$17.92 - $21.16 $185K - $218K
10.3K $217K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
6.45K
New
$33.55 - $40.74 $216K - $263K
6.45K $216K
FROG
J Frog LTD

Technology
6.78K
New
$30.59 - $42.03 $207K - $285K
6.78K $216K
INVA
Innoviva, Inc.

Healthcare
11.8K
New
$17.21 - $18.98 $203K - $223K
11.8K $213K
BLCO
Bausch & Lomb Corp

Healthcare
14.4K
New
$14.13 - $18.15 $203K - $261K
14.4K $208K
Activity Summary
Buys All Purchases 589 New Holdings 444 Increased Positions 145 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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