Twinbeech Capital LP Purchases in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADM
Archer Daniels Midland CO

Consumer Defensive
89.9K
New
$45.22 - $52.17 $4.07M - $4.69M
89.9K $4.32M
VERA
Vera Therapeutics, Inc.

Healthcare
180K
New
$24.02 - $43.22 $4.31M - $7.76M
180K $4.31M
ITT
Itt Inc.

Industrials
32.3K
New
$128.71 - $153.88 $4.16M - $4.98M
32.3K $4.18M
KAI
Kadant Inc

Industrials
12.4K
New
$335.28 - $398.39 $4.15M - $4.94M
12.4K $4.17M
PEN
Penumbra Inc

Healthcare
15.2K
New
$237.28 - $303.76 $3.6M - $4.61M
15.2K $4.06M
AZTA
Azenta, Inc.

Healthcare
117K
New
$34.61 - $54.75 $4.05M - $6.41M
117K $4.06M
CFLT
Confluent, Inc.

Technology
174K
+ 2258.89%
$23.44 - $37.65 $4.07M - $6.54M
181K $4.25M
GSHD
Goosehead Insurance, Inc.

Financial Services
31.8K
+ 138.45%
$98.59 - $123.84 $3.13M - $3.93M
54.7K $6.46M
PFG
Principal Financial Group Inc

Financial Services
40.7K
+ 56.16%
$76.34 - $89.04 $3.11M - $3.63M
113K $9.55M
ZD
Ziff Davis, Inc.

Communication Services
104K
New
$37.58 - $55.5 $3.91M - $5.78M
104K $3.91M
FRSH
Freshworks Inc.

Technology
275K
New
$14.11 - $19.75 $3.89M - $5.44M
275K $3.89M
MATX
Matson, Inc.

Industrials
32.1K
+ 95.06%
$127.06 - $149.06 $4.07M - $4.78M
65.8K $8.43M
LNW
Light & Wonder, Inc.

Consumer Cyclical
44.6K
New
$85.08 - $111.48 $3.8M - $4.97M
44.6K $3.86M
THS
Tree House Foods, Inc.

Consumer Defensive
142K
New
$26.2 - $35.54 $3.73M - $5.06M
142K $3.86M
GNTX
Gentex Corp

Consumer Cyclical
164K
New
$23.3 - $28.48 $3.82M - $4.67M
164K $3.82M
USFD
Us Foods Holding Corp.

Consumer Defensive
58.4K
New
$63.38 - $72.02 $3.7M - $4.2M
58.4K $3.82M
HRL
Hormel Foods Corp

Consumer Defensive
123K
New
$28.29 - $31.52 $3.48M - $3.88M
123K $3.81M
DV
Double Verify Holdings, Inc.

Technology
284K
New
$13.34 - $23.07 $3.78M - $6.54M
284K $3.79M
ASH
Ashland Global Holdings Inc

Basic Materials
63.4K
New
$55.87 - $73.16 $3.54M - $4.64M
63.4K $3.76M
CHK
Chesapeake Energy Corp

Energy
42.6K
New
N/A
42.6K $3.65M
CERT
Certara, Inc.

Healthcare
367K
New
$9.9 - $14.25 $3.64M - $5.23M
367K $3.64M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
196K
New
$16.25 - $41.86 $3.18M - $8.19M
196K $3.63M
MLKN
Millerknoll, Inc.

Consumer Cyclical
189K
New
$18.34 - $23.29 $3.47M - $4.41M
189K $3.63M
GLNG
Golar Lng LTD

Energy
93K
New
$31.34 - $43.84 $2.91M - $4.08M
93K $3.53M
BXP
Boston Properties Inc

Real Estate
51.7K
New
$63.97 - $74.91 $3.31M - $3.87M
51.7K $3.47M
GL
Globe Life Inc.

Financial Services
26.3K
New
$111.2 - $131.72 $2.93M - $3.47M
26.3K $3.47M
RE
Everest Re Group LTD

Financial Services
9.28K
New
N/A
9.28K $3.44M
ACA
Arcosa, Inc.

Industrials
44.6K
New
$77.12 - $103.53 $3.44M - $4.61M
44.6K $3.44M
RELY
Remitly Global, Inc.

Technology
164K
New
$19.49 - $27.14 $3.19M - $4.45M
164K $3.41M
BRKR
Bruker Corp

Healthcare
80.9K
New
$41.74 - $62.95 $3.38M - $5.09M
80.9K $3.38M
LC
Lending Club Corp

Financial Services
317K
New
$10.25 - $17.51 $3.25M - $5.55M
317K $3.27M
PCTY
Paylocity Holding Corp

Technology
17.4K
New
$183.21 - $217.86 $3.18M - $3.79M
17.4K $3.26M
PLUS
Eplus Inc

Technology
53.3K
New
$61.03 - $82.23 $3.25M - $4.38M
53.3K $3.25M
ATSG
Air Transport Services Group, Inc.

Industrials
144K
New
$21.97 - $22.44 $3.17M - $3.24M
144K $3.24M
TPL
Texas Pacific Land Corp

Energy
2.43K
New
$1180.08 - $1431.01 $2.87M - $3.48M
2.43K $3.22M
WVE
Wave Life Sciences Ltd.

Healthcare
396K
New
$8.08 - $13.51 $3.2M - $5.35M
396K $3.2M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
51.8K
New
$61.31 - $83.44 $3.18M - $4.33M
51.8K $3.18M
BPOP
Popular, Inc.

Financial Services
33.9K
New
$87.14 - $106.33 $2.95M - $3.6M
33.9K $3.13M
PSTG
Pure Storage, Inc.

Technology
69.8K
New
$44.27 - $72.37 $3.09M - $5.05M
69.8K $3.09M
ADNT
Adient PLC

Consumer Cyclical
247K
+ 1142.14%
$12.81 - $18.26 $3.16M - $4.5M
268K $3.45M
PRI
Primerica, Inc.

Financial Services
10K
+ 76.1%
$271.41 - $296.43 $2.71M - $2.97M
23.1K $6.59M
SLGN
Silgan Holdings Inc

Consumer Cyclical
59K
New
$48.82 - $56.15 $2.88M - $3.31M
59K $3.02M
ROK
Rockwell Automation, Inc

Industrials
11.7K
New
$255.29 - $303.75 $2.98M - $3.54M
11.7K $3.01M
IT
Gartner Inc

Technology
20.9K
+ 23.44%
$418.25 - $548.38 $8.76M - $11.5M
110K $46.3M
IPAR
Inter Parfums Inc

Consumer Defensive
26K
New
$113.87 - $144.54 $2.96M - $3.76M
26K $2.96M
ESI
Element Solutions Inc

Basic Materials
131K
New
$22.61 - $27.55 $2.96M - $3.6M
131K $2.96M
VNO
Vornado Realty Trust

Real Estate
79.8K
New
$35.4 - $43.26 $2.82M - $3.45M
79.8K $2.95M
GNW
Genworth Financial Inc

Financial Services
416K
New
$6.44 - $7.42 $2.68M - $3.09M
416K $2.95M
ENS
Ener Sys

Industrials
32.1K
New
$89.62 - $103.2 $2.88M - $3.32M
32.1K $2.94M
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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