Twinbeech Capital LP Purchases in Q4 2024

Twinbeech Capital LP

  • $5.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMKR
Amkor Technology, Inc.

Technology
16K
New
$25.13 - $31.61 $403K - $507K
16K $411K
KMT
Kennametal Inc

Industrials
17.1K
New
$23.74 - $31.23 $405K - $533K
17.1K $409K
NMRK
Newmark Group, Inc.

Real Estate
31.9K
New
$12.79 - $15.98 $408K - $510K
31.9K $408K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
6.2K
New
$64.91 - $73.47 $403K - $456K
6.2K $404K
DOCN
Digital Ocean Holdings, Inc.

Technology
11.7K
New
$34.07 - $44.0 $398K - $514K
11.7K $398K
JBHT
Hunt J B Transport Services Inc

Industrials
2.31K
New
$164.22 - $197.19 $379K - $455K
2.31K $393K
OZK
Bank Ozk

Financial Services
8.85K
New
$41.39 - $50.55 $366K - $447K
8.85K $393K
CAR
Avis Budget Group, Inc.

Industrials
4.8K
New
$77.44 - $109.07 $371K - $523K
4.8K $386K
DD
Du Pont De Nemours, Inc.

Basic Materials
5.06K
New
$75.95 - $88.05 $384K - $445K
5.06K $385K
PPC
Pilgrims Pride Corp

Consumer Defensive
8.2K
New
$43.57 - $53.82 $357K - $441K
8.2K $372K
SBUX
Starbucks Corp

Consumer Cyclical
4.04K
New
$87.44 - $102.5 $353K - $414K
4.04K $367K
GH
Guardant Health, Inc.

Healthcare
12K
New
$20.2 - $38.11 $242K - $457K
12K $366K
WYNN
Wynn Resorts LTD

Consumer Cyclical
4.22K
New
$84.3 - $106.41 $355K - $449K
4.22K $363K
OTEX
Open Text Corp

Technology
12.7K
New
$27.37 - $34.05 $348K - $433K
12.7K $360K
TAL
Tal Education Group

Consumer Defensive
35.7K
New
$9.45 - $12.13 $338K - $433K
35.7K $357K
SLB
Schlumberger Limited

Energy
9.32K
New
$36.83 - $45.59 $343K - $425K
9.32K $357K
FELE
Franklin Electric CO Inc

Industrials
3.64K
New
$95.71 - $110.4 $348K - $402K
3.64K $354K
PNR
Pentair PLC

Industrials
3.51K
New
$95.0 - $109.21 $334K - $384K
3.51K $353K
IMVT
Immunovant, Inc.

Healthcare
12.7K
New
N/A
12.7K $349K
SM
Sm Energy CO

Energy
8.93K
New
$36.59 - $46.03 $327K - $411K
8.93K $346K
COIN
Coinbase Global, Inc.

Technology
1.37K
New
$163.17 - $343.62 $223K - $469K
1.37K $339K
GOLD
Barrick Gold Corp

Basic Materials
21.5K
New
$15.23 - $21.19 $328K - $456K
21.5K $333K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.86K
New
$138.3 - $192.95 $258K - $360K
1.86K $329K
INMD
In Mode Ltd.

Healthcare
19.7K
New
$14.88 - $19.53 $293K - $384K
19.7K $328K
ENSG
Ensign Group, Inc

Healthcare
5.74K
+ 14.33%
$132.78 - $156.91 $762K - $901K
45.8K $6.09M
KBH
Kb Home

Consumer Cyclical
5.89K
+ 187.49%
$65.58 - $85.3 $386K - $503K
9.03K $593K
DOV
Dover Corp

Industrials
1.72K
New
$184.72 - $206.51 $318K - $356K
1.72K $323K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
11.3K
New
$24.92 - $32.79 $282K - $371K
11.3K $311K
FTS
Fortis Inc.

Utilities
7.28K
New
$41.04 - $45.81 $299K - $333K
7.28K $302K
WETF
Wisdom Tree Investments, Inc.

Financial Services
54.5K
New
N/A
54.5K $297K
ON
On Semiconductor Corp

Technology
4.62K
New
$63.05 - $74.7 $291K - $345K
4.62K $291K
TECK
Teck Resources LTD

Basic Materials
6.98K
New
$39.99 - $52.38 $279K - $366K
6.98K $282K
SSB
South State Corp

Financial Services
2.82K
New
$94.05 - $111.93 $265K - $315K
2.82K $280K
ACLS
Axcelis Technologies Inc

Technology
3.84K
New
$69.18 - $105.1 $266K - $404K
3.84K $268K
INCY
Incyte Corp

Healthcare
3.84K
New
$65.08 - $83.38 $250K - $320K
3.84K $264K
MSM
Msc Industrial Direct CO Inc

Industrials
3.54K
New
$73.09 - $90.18 $259K - $320K
3.54K $264K
CSWI
Csw Industrials, Inc.

Industrials
744
New
$352.8 - $432.01 $262K - $321K
744 $262K
WLK
Westlake Corp

Basic Materials
2.29K
New
$113.23 - $148.98 $260K - $341K
2.29K $262K
EQT
Eqt Corp

Energy
5.66K
New
$35.62 - $46.89 $201K - $265K
5.66K $260K
LSPD
Lightspeed Commerce Inc.

Technology
17.1K
New
$14.78 - $18.8 $253K - $322K
17.1K $260K
SAIC
Science Applications International Corp

Technology
2.32K
New
$110.11 - $154.1 $255K - $357K
2.32K $258K
MAS
Masco Corp

Industrials
3.55K
New
$72.52 - $85.73 $258K - $305K
3.55K $257K
WLY
John Wiley & Sons, Inc.

Communication Services
5.84K
New
$43.58 - $53.13 $254K - $310K
5.84K $256K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
8.49K
New
$29.27 - $35.99 $249K - $306K
8.49K $255K
MAR
Marriott International Inc

Consumer Cyclical
868
New
$246.06 - $292.59 $214K - $254K
868 $242K
AEM
Agnico Eagle Mines LTD

Basic Materials
3.07K
New
$75.99 - $88.85 $233K - $272K
3.07K $239K
WB
Weibo Corp

Communication Services
24.7K
New
$8.19 - $11.71 $202K - $289K
24.7K $235K
AVY
Avery Dennison Corp

Industrials
1.23K
New
$186.26 - $220.48 $229K - $271K
1.23K $229K
SFNC
Simmons First National Corp

Financial Services
10.2K
New
$21.01 - $25.53 $214K - $260K
10.2K $225K
Activity Summary
Buys All Purchases 447 New Holdings 343 Increased Positions 104 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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