Twinbeech Capital LP Incresed Positions in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TOL
Toll Brothers, Inc.

Consumer Cyclical
82.2K
+ 1089.78%
$103.02 - $140.69 $8.47M - $11.6M
89.8K $9.48M
FNF
Fidelity National Financial, Inc.

Financial Services
118K
+ 131.67%
$54.25 - $65.27 $6.39M - $7.68M
207K $13.5M
JLL
Jones Lang Lasalle Inc

Real Estate
33K
+ 3991.05%
$238.0 - $284.76 $7.86M - $9.4M
33.8K $8.39M
EME
Emcor Group, Inc.

Industrials
22.1K
+ 4677.59%
$361.16 - $535.99 $7.99M - $11.9M
22.6K $8.35M
AVY
Avery Dennison Corp

Industrials
42K
+ 3421.35%
$174.58 - $195.91 $7.33M - $8.22M
43.2K $7.69M
AMKR
Amkor Technology, Inc.

Technology
346K
+ 2158.98%
$18.06 - $26.73 $6.25M - $9.25M
362K $6.54M
SMTC
Semtech Corp

Technology
203K
+ 480.5%
$31.44 - $77.15 $6.39M - $15.7M
245K $8.44M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
642K
+ 1541.74%
$8.92 - $11.7 $5.73M - $7.52M
684K $6.18M
DD
Du Pont De Nemours, Inc.

Basic Materials
73.2K
+ 1448.41%
$72.7 - $84.32 $5.32M - $6.18M
78.3K $5.85M
NOVT
Novanta Inc

Technology
34K
+ 215.51%
N/A
49.8K $7.86M
VMI
Valmont Industries Inc

Industrials
18K
+ 872.42%
$285.37 - $376.98 $5.15M - $6.8M
20.1K $5.74M
WHD
Cactus, Inc.

Energy
126K
+ 214.43%
$43.48 - $63.78 $5.46M - $8.01M
184K $8.44M
VNT
Vontier Corp

Technology
155K
+ 154.7%
$32.1 - $40.32 $4.96M - $6.23M
254K $8.36M
LIVN
Liva Nova PLC

Healthcare
120K
+ 2304.34%
$37.02 - $50.73 $4.44M - $6.08M
125K $4.91M
FELE
Franklin Electric CO Inc

Industrials
48.2K
+ 1325.59%
$93.38 - $106.03 $4.5M - $5.11M
51.9K $4.87M
DOCN
Digital Ocean Holdings, Inc.

Technology
135K
+ 1158.37%
$33.39 - $46.69 $4.52M - $6.32M
147K $4.91M
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
MATX
Matson, Inc.

Industrials
32.1K
+ 95.06%
$127.06 - $149.06 $4.07M - $4.78M
65.8K $8.43M
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
IT
Gartner Inc

Technology
20.9K
+ 23.44%
$418.25 - $548.38 $8.76M - $11.5M
110K $46.3M
TVTX
Travere Therapeutics, Inc.

Healthcare
162K
+ 1590.91%
$17.07 - $23.75 $2.76M - $3.84M
172K $3.08M
JBHT
Hunt J B Transport Services Inc

Industrials
19K
+ 822.91%
$146.12 - $186.55 $2.77M - $3.54M
21.3K $3.15M
VECO
Veeco Instruments Inc

Technology
133K
+ 955.4%
$20.08 - $28.72 $2.68M - $3.83M
147K $2.96M
TFC
Truist Financial Corp

Financial Services
101K
+ 13.77%
$39.48 - $48.15 $3.98M - $4.86M
833K $34.3M
IMVT
Immunovant, Inc.

Healthcare
89.3K
+ 704.13%
N/A
102K $2.81M
OZK
Bank Ozk

Financial Services
56.2K
+ 635.7%
$41.71 - $53.1 $2.35M - $2.99M
65.1K $2.83M
VRNT
Verint Systems Inc

Technology
71.1K
+ 147.11%
N/A
120K $3.9M
INMD
In Mode Ltd.

Healthcare
126K
+ 641.91%
$15.9 - $19.4 $2.01M - $2.45M
146K $2.59M
LFUS
Littelfuse Inc

Technology
10.7K
+ 543.94%
$196.74 - $255.16 $2.11M - $2.74M
12.7K $2.5M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
61.5K
+ 181.79%
$36.21 - $45.78 $2.23M - $2.82M
95.4K $3.45M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
24.9K
+ 161.6%
$125.01 - $201.52 $3.12M - $5.02M
40.4K $5.06M
GEO
Geo Group Inc

Real Estate
56.2K
+ 23.46%
$22.92 - $35.35 $1.29M - $1.99M
296K $8.64M
IBKR
Interactive Brokers Group, Inc.

Financial Services
11.2K
+ 600.11%
$161.03 - $235.53 $1.8M - $2.63M
13.1K $2.16M
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
SPT
Sprout Social, Inc.

Technology
86.7K
+ 403.07%
$21.99 - $34.03 $1.91M - $2.95M
108K $2.38M
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
BEAM
Beam Therapeutics Inc.

Healthcare
111K
+ 87.14%
$19.53 - $34.09 $2.17M - $3.79M
239K $4.67M
NRIX
Nurix Therapeutics, Inc.

Healthcare
140K
+ 468.51%
$11.88 - $20.15 $1.66M - $2.81M
169K $2.01M
SMG
Scotts Miracle Gro CO

Basic Materials
24.3K
+ 801.35%
$54.76 - $77.7 $1.33M - $1.89M
27.4K $1.5M
ZBRA
Zebra Technologies Corp

Technology
22.8K
+ 44.35%
$271.72 - $421.11 $6.2M - $9.6M
74.2K $21M
BAH
Booz Allen Hamilton Holding Corp

Industrials
32.8K
+ 33.77%
$102.72 - $143.06 $3.36M - $4.69M
130K $13.6M
HOMB
Home Bancshares Inc

Financial Services
36.7K
+ 87.63%
$27.23 - $31.23 $999K - $1.15M
78.5K $2.22M
PZZA
Papa Johns International Inc

Consumer Cyclical
24.8K
+ 34.12%
$36.01 - $51.28 $894K - $1.27M
97.6K $4.01M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
15.1K
+ 8.22%
N/A
199K $12.9M
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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