Twinbeech Capital LP New Holdings in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMG
Warner Music Group Corp.

Communication Services
354K
New
$29.3 - $36.3 $10.4M - $12.8M
354K $11.1M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
580K
New
$18.53 - $29.07 $10.7M - $16.9M
580K $11M
OPCH
Option Care Health, Inc.

Healthcare
311K
New
$22.7 - $35.2 $7.05M - $10.9M
311K $10.9M
SEE
Sealed Air Corp

Consumer Cyclical
372K
New
$28.9 - $35.65 $10.7M - $13.2M
372K $10.7M
JBT
John Bean Technologies Corp

Industrials
85.2K
New
$121.81 - $131.22 $10.4M - $11.2M
85.2K $10.7M
GTLS
Chart Industries Inc

Industrials
72.8K
New
$141.99 - $218.35 $10.3M - $15.9M
72.8K $10.5M
LAD
Lithia Motors Inc

Consumer Cyclical
35.6K
New
$285.59 - $385.71 $10.2M - $13.7M
35.6K $10.5M
IDXX
Idexx Laboratories Inc

Healthcare
23.7K
New
$406.29 - $469.04 $9.63M - $11.1M
23.7K $9.96M
S
Sentinel One, Inc.

Technology
521K
New
$18.17 - $24.97 $9.46M - $13M
521K $9.47M
SNA
Snap On Inc

Industrials
27.2K
New
$324.09 - $358.62 $8.83M - $9.77M
27.2K $9.18M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
197K
New
$43.82 - $58.86 $8.65M - $11.6M
197K $9M
CYBR
Cyber Ark Software Ltd.

Technology
26.1K
New
$312.8 - $414.31 $8.17M - $10.8M
26.1K $8.83M
BIIB
Biogen Inc.

Healthcare
64.3K
New
$133.43 - $153.27 $8.57M - $9.85M
64.3K $8.79M
PRIM
Primoris Services Corp

Industrials
153K
New
$57.27 - $89.03 $8.77M - $13.6M
153K $8.79M
EQR
Equity Residential

Real Estate
120K
New
$66.98 - $75.02 $8.06M - $9.03M
120K $8.61M
IEX
Idex Corp

Industrials
47.6K
New
$178.23 - $224.31 $8.48M - $10.7M
47.6K $8.61M
ZI
Zoom Info Technologies Inc.

Technology
837K
New
$9.43 - $12.01 $7.9M - $10.1M
837K $8.37M
HUBB
Hubbell Inc

Industrials
24.5K
New
$330.91 - $456.86 $8.12M - $11.2M
24.5K $8.12M
EL
Estee Lauder Companies Inc

Consumer Defensive
123K
New
$64.26 - $85.48 $7.88M - $10.5M
123K $8.1M
GVA
Granite Construction Inc

Industrials
107K
New
$70.98 - $94.81 $7.58M - $10.1M
107K $8.06M
NVT
N Vent Electric PLC

Industrials
153K
New
$52.42 - $75.4 $8.01M - $11.5M
153K $8.01M
GTES
Gates Industrial Corp PLC

Industrials
434K
New
$18.41 - $23.51 $7.99M - $10.2M
434K $7.99M
WK
Workiva Inc

Technology
105K
New
$75.91 - $114.09 $7.96M - $12M
105K $7.96M
SKYW
Skywest Inc

Industrials
88.8K
New
$81.46 - $120.92 $7.24M - $10.7M
88.8K $7.76M
GPI
Group 1 Automotive Inc

Consumer Cyclical
20.2K
New
$375.96 - $484.08 $7.61M - $9.8M
20.2K $7.73M
OGN
Organon & Co.

Healthcare
519K
New
$14.29 - $16.41 $7.41M - $8.51M
519K $7.72M
PFGC
Performance Food Group CO

Consumer Defensive
97.8K
New
$74.86 - $90.93 $7.32M - $8.89M
97.8K $7.69M
PJT
Pjt Partners Inc.

Financial Services
55.1K
New
$135.97 - $177.59 $7.49M - $9.79M
55.1K $7.6M
IRDM
Iridium Communications Inc.

Communication Services
277K
New
$26.87 - $32.66 $7.44M - $9.05M
277K $7.57M
FAF
First American Financial Corp

Financial Services
115K
New
$57.7 - $66.47 $6.65M - $7.66M
115K $7.56M
QRVO
Qorvo, Inc.

Technology
102K
New
$69.12 - $90.57 $7.07M - $9.27M
102K $7.41M
GGG
Graco Inc

Industrials
88.2K
New
$80.53 - $87.54 $7.11M - $7.72M
88.2K $7.37M
ROLL
Rbc Bearings Inc

Industrials
29.5K
New
N/A
29.5K $7.26M
WFRD
Weatherford International PLC

Energy
133K
New
$51.89 - $74.8 $6.91M - $9.97M
133K $7.14M
GLBE
Global E Online Ltd.

Consumer Cyclical
198K
New
$35.65 - $62.84 $7.06M - $12.4M
198K $7.06M
CFG
Citizens Financial Group Inc

Financial Services
167K
New
$39.73 - $48.36 $6.65M - $8.09M
167K $6.86M
ACN
Accenture PLC

Technology
21.7K
New
$300.91 - $398.25 $6.54M - $8.65M
21.7K $6.78M
ELS
Equity Lifestyle Properties Inc

Real Estate
101K
New
$64.36 - $69.32 $6.52M - $7.02M
101K $6.76M
MGM
Mgm Resorts International

Consumer Cyclical
227K
New
$29.64 - $40.37 $6.74M - $9.17M
227K $6.74M
U
Unity Software Inc.

Technology
342K
New
$19.44 - $28.34 $6.65M - $9.69M
342K $6.7M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
61.7K
New
$100.91 - $174.52 $6.22M - $10.8M
61.7K $6.63M
DINO
Hf Sinclair Corp

Energy
201K
New
$30.66 - $38.48 $6.15M - $7.72M
201K $6.6M
AEIS
Advanced Energy Industries Inc

Industrials
68.6K
New
$94.8 - $131.54 $6.5M - $9.02M
68.6K $6.54M
SITE
Site One Landscape Supply, Inc.

Industrials
53.7K
New
$120.25 - $147.7 $6.46M - $7.93M
53.7K $6.52M
PTCT
Ptc Therapeutics, Inc.

Healthcare
127K
New
$41.81 - $57.17 $5.32M - $7.27M
127K $6.48M
VKTX
Viking Therapeutics, Inc.

Healthcare
262K
New
$24.15 - $42.89 $6.33M - $11.2M
262K $6.33M
COOP
Mr. Cooper Group Inc.

Financial Services
51.5K
New
$91.4 - $119.6 $4.71M - $6.16M
51.5K $6.16M
DDS
Dillard'S, Inc.

Consumer Cyclical
17K
New
$353.25 - $508.77 $6.02M - $8.66M
17K $6.1M
EQIX
Equinix Inc

Real Estate
7.35K
New
$803.0 - $959.97 $5.9M - $7.05M
7.35K $5.99M
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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