Twinbeech Capital LP Purchases in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNFI
United Natural Foods Inc

Consumer Defensive
7.6K
New
$24.57 - $34.37 $187K - $261K
7.6K $208K
NWN
Northwest Natural Holding CO

Utilities
4.82K
New
$38.31 - $42.72 $185K - $206K
4.82K $205K
AGI
Alamos Gold Inc

Basic Materials
7.68K
New
$18.69 - $26.74 $143K - $205K
7.68K $205K
FRHC
Freedom Holding Corp.

Financial Services
1.55K
New
$122.16 - $160.98 $189K - $249K
1.55K $204K
UTI
Universal Technical Institute Inc

Consumer Defensive
7.91K
New
$24.77 - $29.54 $196K - $234K
7.91K $203K
HWC
Hancock Whitney Corp

Financial Services
3.88K
New
$49.61 - $61.03 $192K - $236K
3.88K $203K
FCF
First Commonwealth Financial Corp

Financial Services
12.8K
New
$15.37 - $17.13 $196K - $218K
12.8K $198K
CVBF
Cvb Financial Corp

Financial Services
10.8K
New
$18.42 - $21.2 $198K - $228K
10.8K $198K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
13.7K
New
$13.31 - $18.41 $183K - $253K
13.7K $194K
ABR
Arbor Realty Trust Inc

Real Estate
16K
New
$11.68 - $13.98 $187K - $223K
16K $187K
EQT
Eqt Corp

Energy
2.49K
+ 44.05%
$46.16 - $54.25 $115K - $135K
8.15K $435K
LSPD
Lightspeed Commerce Inc.

Technology
31.2K
+ 182.37%
$8.75 - $16.19 $273K - $506K
48.4K $423K
WLK
Westlake Corp

Basic Materials
1.74K
+ 76.09%
$99.12 - $119.16 $173K - $208K
4.04K $403K
CDE
Coeur Mining, Inc.

Basic Materials
24K
New
$5.02 - $7.29 $120K - $175K
24K $141K
CRGY
Crescent Energy CO

Energy
11.9K
New
$10.3 - $16.74 $122K - $199K
11.9K $133K
FISV
Fiserv Inc

Technology
1.06K
New
N/A
1.06K $132K
VSH
Vishay Intertechnology Inc

Technology
22.7K
+ 10.14%
$15.9 - $19.1 $361K - $433K
246K $3.92M
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
16.4K
New
$7.08 - $9.52 $116K - $156K
16.4K $121K
NRZ
New Residential Investment Corp.

Real Estate
16.7K
New
N/A
16.7K $121K
CLOV
Clover Health Investments, Corp.

Healthcare
32.6K
New
$3.13 - $4.82 $102K - $157K
32.6K $117K
AMPL
Amplitude, Inc.

Technology
11.4K
New
$10.19 - $14.44 $116K - $165K
11.4K $116K
PEB
Pebblebrook Hotel Trust

Real Estate
31.8K
+ 51.63%
$10.13 - $14.01 $322K - $445K
93.3K $945K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
13K
New
$7.93 - $13.21 $103K - $172K
13K $103K
ITW
Illinois Tool Works Inc

Industrials
556
+ 8.05%
$244.9 - $274.48 $136K - $153K
7.47K $1.85M
GTX
Garrett Motion Inc.

Consumer Cyclical
11.4K
New
$8.18 - $9.99 $93.4K - $114K
11.4K $95K
ACLS
Axcelis Technologies Inc

Technology
3.42K
+ 88.89%
$49.67 - $74.45 $170K - $254K
7.26K $360K
BFLY
Butterfly Network, Inc.

Healthcare
26.9K
New
$2.28 - $4.82 $61.4K - $130K
26.9K $61K
TRP
Tc Energy Corp

Energy
1.09K
+ 9.08%
$44.29 - $49.27 $48.2K - $53.7K
13.1K $617K
SFNC
Simmons First National Corp

Financial Services
3.23K
+ 31.75%
$19.68 - $23.3 $63.6K - $75.3K
13.4K $275K
JAMF
Jamf Holding Corp.

Technology
5.45K
+ 42.55%
$12.15 - $15.96 $66.3K - $87K
18.3K $221K
LIFE
A Tyr Pharma Inc

Healthcare
21.4K
New
N/A
21.4K $39K
NTRS
Northern Trust Corp

Financial Services
320
+ 15.11%
$96.09 - $113.81 $30.7K - $36.4K
2.44K $240K
FTNT
Fortinet, Inc.

Technology
99
+ 3.63%
$92.49 - $114.57 $9.16K - $11.3K
2.83K $272K
Cooper Cos Inc
256K
+ 3519.81%
N/A
263K $0
Apogee Therapeutics Inc
24.3K
New
N/A
24.3K $0
Solventum Corp
108K
+ 175.34%
N/A
170K $0
Aptiv PLC
418K
New
N/A
418K $0
Concentra Group Holdings Par
216K
New
N/A
216K $0
CRH.L
Crh PLC

Basic Materials
295K
+ 1467.4%
N/A
315K $0
Flutter Entmt PLC
274K
+ 1008.94%
N/A
301K $0
Amer Sports Inc
494K
New
N/A
494K $0
Rubrik Inc.
82.8K
New
N/A
82.8K $0
Amentum Holdings Inc
225K
New
N/A
225K $0
Sezzle Inc
53.1K
New
N/A
53.1K $0
Sharkninja Inc
219K
New
N/A
219K $0
Digitalbridge Group Inc
471K
New
N/A
471K $0
Wk Kellogg CO
19.1K
New
N/A
19.1K $0
Siriusxm Holdings Inc
440K
New
N/A
440K $0
Six Flags Entertainment Corp
24.6K
New
N/A
24.6K $0
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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