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
NJR
New Jersey Resources Corp

Utilities
19.3K
+ 199.59%
$45.25 - $49.37 $874K - $953K
29K $1.42M
GIL
Gildan Activewear Inc.

Consumer Cyclical
21.1K
+ 482.0%
$44.19 - $55.09 $934K - $1.16M
25.5K $1.13M
KMT
Kennametal Inc

Industrials
42.4K
+ 248.55%
$21.0 - $24.68 $891K - $1.05M
59.5K $1.27M
EXR
Extra Space Storage Inc.

Real Estate
5.64K
+ 7.06%
$143.8 - $161.28 $811K - $910K
85.6K $12.7M
NDAQ
Nasdaq, Inc.

Financial Services
7.94K
+ 141.04%
$72.17 - $83.76 $573K - $665K
13.6K $1.03M
FE
Firstenergy Corp

Utilities
13.7K
+ 136.08%
$37.95 - $43.5 $519K - $595K
23.7K $959K
WLY
John Wiley & Sons, Inc.

Communication Services
8.75K
+ 149.9%
$37.91 - $46.73 $332K - $409K
14.6K $649K
IIPR
Innovative Industrial Properties Inc

Real Estate
10K
+ 53.95%
$54.09 - $74.56 $543K - $749K
28.7K $1.55M
TECK
Teck Resources LTD

Basic Materials
8.75K
+ 125.36%
$36.43 - $43.86 $319K - $384K
15.7K $572K
NMIH
Nmi Holdings, Inc.

Financial Services
7.66K
+ 109.12%
$34.46 - $39.13 $264K - $300K
14.7K $528K
AIZ
Assurant, Inc.

Financial Services
1.07K
+ 47.6%
$198.92 - $218.67 $213K - $234K
3.32K $696K
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
VSH
Vishay Intertechnology Inc

Technology
22.7K
+ 10.14%
$15.9 - $19.1 $361K - $433K
246K $3.92M
PEB
Pebblebrook Hotel Trust

Real Estate
31.8K
+ 51.63%
$10.13 - $14.01 $322K - $445K
93.3K $945K
ITW
Illinois Tool Works Inc

Industrials
556
+ 8.05%
$244.9 - $274.48 $136K - $153K
7.47K $1.85M
ACLS
Axcelis Technologies Inc

Technology
3.42K
+ 88.89%
$49.67 - $74.45 $170K - $254K
7.26K $360K
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
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
Atlassian Corporation
192K
+ 172.88%
N/A
303K $0
CRH.L
Crh PLC

Basic Materials
295K
+ 1467.4%
N/A
315K $0
Canadian Pacific Kansas City
18.5K
+ 445.94%
N/A
22.7K $0
Solventum Corp
108K
+ 175.34%
N/A
170K $0
Pacs Group Inc
197K
+ 405.17%
N/A
246K $0
Phinia Inc
24.5K
+ 26.7%
N/A
116K $0
Te Connectivity PLC
26.2K
+ 165.53%
N/A
42K $0
Flutter Entmt PLC
274K
+ 1008.94%
N/A
301K $0
PSA
Public Storage

Real Estate
14
+ 0.02%
$288.99 - $313.98 $4.05K - $4.4K
57.6K $17.2M
TXG
10x Genomics, Inc.

Healthcare
5.74K
+ 45.89%
$8.73 - $16.31 $50.1K - $93.6K
18.2K $159K
TENB
Tenable Holdings, Inc.

Technology
5.93K
+ 9.14%
$34.94 - $44.5 $207K - $264K
70.8K $2.48M
ST
Sensata Technologies Holding PLC

Technology
20.6K
+ 10.8%
$24.27 - $30.0 $499K - $617K
211K $5.12M
LCII
Lci Industries

Consumer Cyclical
7.61K
+ 15.54%
$87.4 - $110.52 $665K - $841K
56.6K $4.95M
CLDX
Celldex Therapeutics, Inc.

Healthcare
3.79K
+ 10.96%
$18.15 - $27.6 $68.7K - $104K
38.3K $695K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
12.6K
+ 23.67%
$96.88 - $148.78 $1.22M - $1.87M
65.7K $6.6M
META
Meta Platforms, Inc.

Communication Services
92
+ 0.31%
$576.36 - $736.67 $53K - $67.8K
29.4K $16.9M
ALGN
Align Technology Inc

Healthcare
17.9K
+ 22.31%
$158.86 - $234.89 $2.85M - $4.21M
98.3K $15.6M
TTD
Trade Desk, Inc.

Technology
180K
+ 95.67%
$53.59 - $126.58 $9.65M - $22.8M
368K $20.2M
CRDO
Credo Technology Group Holding LTD

Technology
57.1K
+ 20.52%
$39.45 - $85.5 $2.25M - $4.88M
336K $13.5M
PCVX
Vaxcyte, Inc.

Healthcare
125K
+ 44.66%
$37.76 - $92.13 $4.72M - $11.5M
405K $15.3M
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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