Twinbeech Capital LP New Holdings in Q2 2025

Twinbeech Capital LP

  • $4.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KIM
Kimco Realty Corp

Real Estate
148K
New
$18.7 - $21.69 $2.76M - $3.2M
148K $3.1M
SSB
South State Corp

Financial Services
33.1K
New
$80.59 - $94.67 $2.67M - $3.13M
33.1K $3.04M
CMA
Comerica Inc

Financial Services
49.3K
New
$50.42 - $59.65 $2.49M - $2.94M
49.3K $2.94M
IONQ
Ion Q, Inc.

Technology
67.8K
New
$20.68 - $48.04 $1.4M - $3.26M
67.8K $2.91M
GH
Guardant Health, Inc.

Healthcare
52.5K
New
$37.05 - $52.04 $1.94M - $2.73M
52.5K $2.73M
PI
Impinj Inc

Technology
24.5K
New
$62.54 - $125.05 $1.53M - $3.06M
24.5K $2.72M
IOSP
Innospec Inc.

Basic Materials
32.2K
New
$82.54 - $95.65 $2.66M - $3.08M
32.2K $2.71M
TNET
Trinet Group, Inc.

Industrials
36.3K
New
$72.67 - $86.45 $2.64M - $3.14M
36.3K $2.65M
HCA
Hca Healthcare, Inc.

Healthcare
6.81K
New
$317.61 - $387.52 $2.16M - $2.64M
6.81K $2.61M
JNJ
Johnson & Johnson

Healthcare
17K
New
$146.36 - $159.82 $2.49M - $2.72M
17K $2.6M
CNA
Cna Financial Corp

Financial Services
54.6K
New
$45.03 - $50.88 $2.46M - $2.78M
54.6K $2.54M
PAYX
Paychex Inc

Industrials
17.4K
New
$137.01 - $159.78 $2.38M - $2.78M
17.4K $2.53M
MLI
Mueller Industries Inc

Industrials
29.5K
New
$68.45 - $79.6 $2.02M - $2.35M
29.5K $2.34M
TPG
Tpg Inc.

Financial Services
44.2K
New
$39.68 - $53.09 $1.75M - $2.35M
44.2K $2.32M
APH
Amphenol Corp

Technology
23.1K
New
$59.09 - $98.75 $1.36M - $2.28M
23.1K $2.28M
CHRD
Oasis Petroleum Inc.

Energy
22.6K
New
$82.03 - $113.54 $1.85M - $2.56M
22.6K $2.19M
WGO
Winnebago Industries Inc

Consumer Cyclical
75.3K
New
$28.24 - $37.27 $2.13M - $2.8M
75.3K $2.18M
EHC
Encompass Health Corp

Healthcare
17.7K
New
$96.12 - $122.63 $1.7M - $2.18M
17.7K $2.18M
MYRG
Myr Group Inc.

Industrials
12K
New
$101.85 - $182.61 $1.22M - $2.18M
12K $2.17M
SAIA
Saia Inc

Industrials
7.87K
New
$236.65 - $374.8 $1.86M - $2.95M
7.87K $2.16M
BAC
Bank Of America Corp

Financial Services
45K
New
$34.39 - $47.46 $1.55M - $2.14M
45K $2.13M
AER
Aer Cap Holdings N.V.

Industrials
17.4K
New
$88.97 - $117.24 $1.55M - $2.04M
17.4K $2.04M
APPN
Appian Corp

Technology
67.5K
New
$25.77 - $33.13 $1.74M - $2.24M
67.5K $2.02M
RS
Reliance Steel & Aluminum CO

Basic Materials
6.27K
New
$262.08 - $316.81 $1.64M - $1.99M
6.27K $1.97M
MMSI
Merit Medical Systems Inc

Healthcare
20.5K
New
$88.48 - $107.04 $1.82M - $2.2M
20.5K $1.92M
KLIC
Kulicke & Soffa Industries Inc

Technology
54.6K
New
$27.65 - $35.38 $1.51M - $1.93M
54.6K $1.89M
MNST
Monster Beverage Corp

Consumer Defensive
29.1K
New
$55.01 - $64.24 $1.6M - $1.87M
29.1K $1.82M
ASGN
Asgn Inc

Technology
36.3K
New
$48.58 - $63.92 $1.76M - $2.32M
36.3K $1.81M
SAM
Boston Beer CO Inc

Consumer Defensive
9.44K
New
$187.06 - $249.73 $1.77M - $2.36M
9.44K $1.8M
SON
Sonoco Products CO

Consumer Cyclical
41.3K
New
$40.6 - $47.93 $1.68M - $1.98M
41.3K $1.8M
YELP
Yelp Inc

Communication Services
52.4K
New
$32.56 - $40.93 $1.7M - $2.14M
52.4K $1.79M
MFC
Manulife Financial Corp

Financial Services
54.1K
New
$26.93 - $32.44 $1.46M - $1.76M
54.1K $1.73M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
42.1K
New
$28.9 - $40.98 $1.22M - $1.72M
42.1K $1.68M
SNOW
Snowflake Inc.

Technology
7.35K
New
$130.53 - $223.77 $959K - $1.64M
7.35K $1.64M
CVCO
Cavco Industries Inc.

Consumer Cyclical
3.72K
New
$396.53 - $537.62 $1.48M - $2M
3.72K $1.62M
UDR
Udr, Inc.

Real Estate
39.4K
New
$38.09 - $45.36 $1.5M - $1.79M
39.4K $1.61M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
154K
New
$8.48 - $11.94 $1.31M - $1.84M
154K $1.6M
CNS
Cohen & Steers, Inc.

Financial Services
20.7K
New
$70.24 - $83.51 $1.45M - $1.73M
20.7K $1.56M
DOX
Amdocs LTD

Technology
16.9K
New
$80.46 - $94.08 $1.36M - $1.59M
16.9K $1.54M
MRNA
Moderna, Inc.

Healthcare
52.9K
New
$23.65 - $28.54 $1.25M - $1.51M
52.9K $1.46M
ONB
Old National Bancorp

Financial Services
68.3K
New
$17.95 - $22.57 $1.23M - $1.54M
68.3K $1.46M
W
Wayfair Inc.

Consumer Cyclical
28.5K
New
$24.14 - $51.22 $687K - $1.46M
28.5K $1.46M
DOW
Dow Inc.

Basic Materials
54.7K
New
$25.81 - $34.89 $1.41M - $1.91M
54.7K $1.45M
UTZ
Utz Brands, Inc.

Consumer Defensive
113K
New
$11.62 - $14.29 $1.31M - $1.62M
113K $1.42M
AKRO
Akero Therapeutics, Inc.

Healthcare
26K
New
$34.04 - $56.28 $886K - $1.46M
26K $1.39M
LEG
Leggett & Platt Inc

Consumer Cyclical
153K
New
$6.56 - $9.72 $1M - $1.49M
153K $1.36M
SNEX
Stone X Group Inc.

Financial Services
14.9K
New
$69.59 - $94.15 $1.04M - $1.41M
14.9K $1.36M
LMND
Lemonade, Inc.

Financial Services
31.1K
New
$25.12 - $45.79 $780K - $1.42M
31.1K $1.36M
EPC
Edgewell Personal Care CO

Consumer Defensive
57.9K
New
$22.79 - $31.7 $1.32M - $1.84M
57.9K $1.36M
Activity Summary
Buys All Purchases 465 New Holdings 351 Increased Positions 114 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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