Twinbeech Capital LP New Holdings in Q3 2024

Twinbeech Capital LP

  • $4.99 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
123K
New
$56.16 - $68.57 $6.9M - $8.43M
123K $8.16M
SEE
Sealed Air Corp

Consumer Cyclical
222K
New
$32.27 - $38.05 $7.18M - $8.46M
222K $8.08M
IDA
Idacorp Inc

Utilities
77.9K
New
$92.02 - $104.62 $7.17M - $8.15M
77.9K $8.03M
CRUS
Cirrus Logic, Inc.

Technology
63.4K
New
$112.86 - $145.69 $7.16M - $9.24M
63.4K $7.88M
DV
Double Verify Holdings, Inc.

Technology
463K
New
$16.84 - $21.58 $7.79M - $9.98M
463K $7.79M
BK
Bank Of New York Mellon Corp

Financial Services
108K
New
$59.54 - $72.17 $6.41M - $7.77M
108K $7.73M
LNW
Light & Wonder, Inc.

Consumer Cyclical
83.8K
New
$90.73 - $112.68 $7.61M - $9.45M
83.8K $7.61M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
43.3K
New
$115.7 - $167.81 $5.02M - $7.27M
43.3K $7.25M
HP
Helmerich & Payne, Inc.

Energy
238K
New
$29.65 - $41.17 $7.05M - $9.79M
238K $7.23M
FTDR
Frontdoor, Inc.

Consumer Cyclical
149K
New
$33.01 - $48.88 $4.92M - $7.29M
149K $7.16M
VRRM
Verra Mobility Corp

Industrials
252K
New
$26.13 - $30.84 $6.59M - $7.77M
252K $7.01M
KEX
Kirby Corp

Industrials
56.4K
New
$107.57 - $129.59 $6.06M - $7.3M
56.4K $6.9M
OGN
Organon & Co.

Healthcare
358K
New
$18.65 - $23.03 $6.67M - $8.24M
358K $6.84M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
106K
New
$59.66 - $72.78 $6.34M - $7.74M
106K $6.77M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
106K
New
$63.28 - $81.93 $6.73M - $8.71M
106K $6.74M
VKTX
Viking Therapeutics, Inc.

Healthcare
106K
New
$49.84 - $70.47 $5.27M - $7.45M
106K $6.69M
ESS
Essex Property Trust, Inc.

Real Estate
24.4K
New
$272.82 - $272.82 $6.65M - $6.65M
24.4K $6.65M
MKL
Markel Corp

Financial Services
4.22K
New
$1494.55 - $1645.69 $6.3M - $6.94M
4.22K $6.61M
CRI
Carters Inc

Consumer Cyclical
101K
New
$57.26 - $71.06 $5.78M - $7.17M
101K $6.56M
WING
Wingstop Inc.

Consumer Cyclical
15.7K
New
$352.46 - $427.92 $5.54M - $6.72M
15.7K $6.54M
CRBG
Corebridge Financial, Inc.

Financial Services
221K
New
$24.9 - $30.12 $5.51M - $6.67M
221K $6.45M
UPST
Upstart Holdings, Inc.

Financial Services
160K
New
$22.9 - $44.11 $3.67M - $7.07M
160K $6.42M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
118K
New
$49.66 - $61.24 $5.85M - $7.22M
118K $6.41M
CVCO
Cavco Industries Inc.

Consumer Cyclical
14.8K
New
$335.64 - $444.2 $4.97M - $6.58M
14.8K $6.33M
VC
Visteon Corp

Consumer Cyclical
65.6K
New
$88.69 - $115.54 $5.82M - $7.58M
65.6K $6.25M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
211K
New
$25.27 - $30.5 $5.33M - $6.43M
211K $6.24M
BRO
Brown & Brown, Inc.

Financial Services
60.2K
New
$89.11 - $105.82 $5.37M - $6.37M
60.2K $6.24M
ELS
Equity Lifestyle Properties Inc

Real Estate
87.3K
New
$63.6 - $76.23 $5.55M - $6.66M
87.3K $6.23M
MKTX
Marketaxess Holdings Inc

Financial Services
24.1K
New
$193.39 - $261.08 $4.67M - $6.3M
24.1K $6.18M
ATKR
Atkore Inc.

Industrials
72.5K
New
$82.81 - $152.57 $6M - $11.1M
72.5K $6.14M
IART
Integra Lifesciences Holdings Corp

Healthcare
338K
New
$17.14 - $31.74 $5.79M - $10.7M
338K $6.14M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
42.4K
New
$136.7 - $155.95 $5.8M - $6.61M
42.4K $6.02M
OMF
One Main Holdings, Inc.

Financial Services
127K
New
$43.27 - $53.14 $5.48M - $6.73M
127K $5.96M
IAC
Iac/Inter Active Corp

Communication Services
107K
New
$45.12 - $54.7 $4.85M - $5.88M
107K $5.78M
EXAS
Exact Sciences Corp

Healthcare
84.9K
New
$42.43 - $70.83 $3.6M - $6.01M
84.9K $5.78M
ENSG
Ensign Group, Inc

Healthcare
40.1K
New
$124.14 - $153.65 $4.98M - $6.16M
40.1K $5.76M
FORM
Formfactor Inc

Technology
125K
New
$40.9 - $62.22 $5.1M - $7.75M
125K $5.73M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
75.5K
New
$67.08 - $79.32 $5.06M - $5.99M
75.5K $5.7M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
115K
New
$41.58 - $49.01 $4.8M - $5.66M
115K $5.65M
DIOD
Diodes Inc

Technology
88K
New
$58.65 - $85.82 $5.16M - $7.55M
88K $5.64M
NARI
Inari Medical, Inc.

Healthcare
137K
New
$40.68 - $58.62 $5.56M - $8.01M
137K $5.63M
RMBS
Rambus Inc

Technology
133K
New
$37.86 - $66.26 $5.03M - $8.81M
133K $5.61M
EOG
Eog Resources Inc

Energy
45.4K
New
$117.9 - $132.65 $5.36M - $6.03M
45.4K $5.59M
LBRT
Liberty Energy Inc.

Energy
290K
New
$18.68 - $24.15 $5.42M - $7.01M
290K $5.53M
SSNC
Ss&C Technologies Holdings Inc

Technology
74.4K
New
$61.42 - $76.46 $4.57M - $5.69M
74.4K $5.52M
VIRT
Virtu Financial, Inc.

Financial Services
179K
New
$21.68 - $32.43 $3.88M - $5.81M
179K $5.45M
WU
Western Union CO

Financial Services
447K
New
$11.35 - $12.97 $5.07M - $5.8M
447K $5.33M
NWL
Newell Brands Inc.

Consumer Defensive
694K
New
$5.73 - $8.91 $3.98M - $6.18M
694K $5.33M
AZTA
Azenta, Inc.

Healthcare
110K
New
$45.84 - $62.29 $5.03M - $6.84M
110K $5.32M
Activity Summary
Buys All Purchases 551 New Holdings 452 Increased Positions 99 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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