Twinbeech Capital LP Purchases in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
24.9K
+ 161.6%
$125.01 - $201.52 $3.12M - $5.02M
40.4K $5.06M
WTFC
Wintrust Financial Corp

Financial Services
17.4K
New
$107.76 - $136.92 $1.88M - $2.39M
17.4K $1.96M
GPOR
Gulfport Energy Corp

Energy
10.6K
New
$159.2 - $196.22 $1.68M - $2.08M
10.6K $1.95M
HLX
Helix Energy Solutions Group Inc

Energy
234K
New
$7.76 - $9.68 $1.81M - $2.26M
234K $1.94M
GEO
Geo Group Inc

Real Estate
56.2K
+ 23.46%
$22.92 - $35.35 $1.29M - $1.99M
296K $8.64M
CENX
Century Aluminum CO

Basic Materials
103K
New
$16.6 - $21.83 $1.71M - $2.25M
103K $1.91M
VIR
Vir Biotechnology, Inc.

Healthcare
291K
New
$6.48 - $12.48 $1.89M - $3.64M
291K $1.89M
AUB
Atlantic Union Bankshares Corp

Financial Services
60.6K
New
$30.68 - $39.07 $1.86M - $2.37M
60.6K $1.89M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
13.1K
New
$141.31 - $175.89 $1.85M - $2.3M
13.1K $1.88M
DDOG
Datadog, Inc.

Technology
18.8K
New
$98.68 - $151.89 $1.85M - $2.85M
18.8K $1.86M
MAS
Masco Corp

Industrials
26.3K
+ 740.16%
$68.67 - $81.85 $1.81M - $2.15M
29.9K $2.08M
SWX
Southwest Gas Holdings, Inc.

Utilities
24.9K
+ 116.93%
$68.42 - $78.18 $1.7M - $1.95M
46.2K $3.32M
CAT
Caterpillar Inc

Industrials
5.49K
New
$326.75 - $407.63 $1.79M - $2.24M
5.49K $1.81M
PEGA
Pegasystems Inc

Technology
25.8K
New
$68.14 - $112.29 $1.76M - $2.9M
25.8K $1.8M
PINS
Pinterest, Inc.

Communication Services
56.2K
New
$29.79 - $40.0 $1.67M - $2.25M
56.2K $1.74M
SPT
Sprout Social, Inc.

Technology
86.7K
+ 403.07%
$21.99 - $34.03 $1.91M - $2.95M
108K $2.38M
NOG
Northern Oil & Gas, Inc.

Energy
55.6K
New
$26.89 - $42.07 $1.5M - $2.34M
55.6K $1.68M
TTEK
Tetra Tech Inc

Industrials
57.2K
New
$28.26 - $42.58 $1.62M - $2.44M
57.2K $1.67M
NNN
National Retail Properties, Inc.

Real Estate
38.7K
New
$38.0 - $43.19 $1.47M - $1.67M
38.7K $1.65M
TTMI
Ttm Technologies Inc

Technology
80.1K
New
$20.51 - $26.72 $1.64M - $2.14M
80.1K $1.64M
TRN
Trinity Industries Inc

Industrials
58.5K
New
$28.06 - $39.45 $1.64M - $2.31M
58.5K $1.64M
WY
Weyerhaeuser CO

Real Estate
55.2K
New
$27.29 - $31.39 $1.51M - $1.73M
55.2K $1.62M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
25K
New
$59.37 - $95.63 $1.49M - $2.39M
25K $1.61M
BE
Bloom Energy Corp

Industrials
133K
+ 33.2%
$19.66 - $29.81 $2.61M - $3.96M
533K $10.5M
SPXC
Spx Corp

Industrials
14K
+ 105.63%
$128.78 - $154.37 $1.8M - $2.16M
27.3K $3.51M
CXM
Sprinklr, Inc.

Technology
189K
New
$8.08 - $9.42 $1.52M - $1.78M
189K $1.58M
POWI
Power Integrations Inc

Technology
30.8K
New
$50.5 - $66.7 $1.55M - $2.05M
30.8K $1.55M
BLBD
Blue Bird Corp

Consumer Cyclical
47.3K
New
$32.37 - $42.39 $1.53M - $2M
47.3K $1.53M
BEAM
Beam Therapeutics Inc.

Healthcare
111K
+ 87.14%
$19.53 - $34.09 $2.17M - $3.79M
239K $4.67M
FHB
First Hawaiian, Inc.

Financial Services
61.3K
New
$24.13 - $28.18 $1.48M - $1.73M
61.3K $1.5M
XPRO
Expro Group Holdings N.V.

Energy
150K
New
$9.94 - $14.83 $1.49M - $2.23M
150K $1.49M
BAP
Credicorp LTD

Financial Services
7.99K
New
$178.97 - $197.4 $1.43M - $1.58M
7.99K $1.49M
MGPI
Mgp Ingredients Inc

Consumer Defensive
50.3K
New
$28.85 - $39.18 $1.45M - $1.97M
50.3K $1.48M
NRIX
Nurix Therapeutics, Inc.

Healthcare
140K
+ 468.51%
$11.88 - $20.15 $1.66M - $2.81M
169K $2.01M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
28.2K
New
$41.29 - $56.94 $1.16M - $1.6M
28.2K $1.45M
LXP
Lxp Industrial Trust

Real Estate
163K
New
$7.72 - $9.22 $1.26M - $1.5M
163K $1.41M
ARCB
Arcbest Corp

Industrials
19.5K
New
$70.58 - $101.93 $1.37M - $1.98M
19.5K $1.37M
FN
Fabrinet

Technology
6.82K
New
$183.66 - $267.24 $1.25M - $1.82M
6.82K $1.35M
NSA
National Storage Affiliates Trust

Real Estate
34.1K
New
$35.92 - $39.59 $1.22M - $1.35M
34.1K $1.34M
CBZ
Cbiz, Inc.

Industrials
17.7K
New
$68.46 - $88.65 $1.21M - $1.57M
17.7K $1.34M
DG
Dollar General Corp

Consumer Defensive
15.2K
New
$68.44 - $87.93 $1.04M - $1.34M
15.2K $1.34M
R
Ryder System Inc

Industrials
9.26K
New
$136.38 - $170.92 $1.26M - $1.58M
9.26K $1.33M
UCBI
United Community Banks Inc

Financial Services
45.1K
New
N/A
45.1K $1.32M
EXTR
Extreme Networks Inc

Technology
99.3K
New
$13.23 - $17.49 $1.31M - $1.74M
99.3K $1.31M
SMG
Scotts Miracle Gro CO

Basic Materials
24.3K
+ 801.35%
$54.76 - $77.7 $1.33M - $1.89M
27.4K $1.5M
CXW
Core Civic, Inc.

Real Estate
63.9K
New
$18.02 - $23.05 $1.15M - $1.47M
63.9K $1.3M
AYI
Acuity Brands Inc

Industrials
4.92K
New
$257.8 - $337.07 $1.27M - $1.66M
4.92K $1.3M
BROS
Dutch Bros Inc.

Consumer Cyclical
21K
New
$55.77 - $85.37 $1.17M - $1.79M
21K $1.3M
AIR
Aar Corp

Industrials
23.1K
New
$55.99 - $72.21 $1.3M - $1.67M
23.1K $1.3M
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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