Twinbeech Capital LP New Holdings in Q4 2024

Twinbeech Capital LP

  • $5.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CAKE
Cheesecake Factory Inc

Consumer Cyclical
31.6K
New
$38.7 - $51.36 $1.22M - $1.62M
31.6K $1.5M
UNF
Unifirst Corp

Industrials
8.7K
New
$171.0 - $206.22 $1.49M - $1.79M
8.7K $1.49M
RDNT
Rad Net, Inc.

Healthcare
20.3K
New
$64.99 - $86.38 $1.32M - $1.76M
20.3K $1.42M
FSLR
First Solar, Inc.

Technology
7.79K
New
$175.88 - $240.66 $1.37M - $1.88M
7.79K $1.37M
IIPR
Innovative Industrial Properties Inc

Real Estate
18.6K
New
$66.64 - $135.61 $1.24M - $2.52M
18.6K $1.24M
RCII
Rent A Center Inc De

Industrials
46K
New
N/A
46K $1.23M
APD
Air Products & Chemicals, Inc.

Basic Materials
4.18K
New
$285.5 - $335.62 $1.19M - $1.4M
4.18K $1.21M
HOMB
Home Bancshares Inc

Financial Services
41.8K
New
$26.0 - $32.09 $1.09M - $1.34M
41.8K $1.18M
DCI
Donaldson CO Inc

Industrials
17.3K
New
$67.28 - $78.27 $1.17M - $1.36M
17.3K $1.17M
PATK
Patrick Industries Inc

Consumer Cyclical
13.6K
New
$82.71 - $146.16 $1.12M - $1.98M
13.6K $1.13M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
99.3K
New
$10.0 - $14.22 $993K - $1.41M
99.3K $1.04M
ARW
Arrow Electronics Inc

Technology
8.99K
New
$112.44 - $137.23 $1.01M - $1.23M
8.99K $1.02M
CLH
Clean Harbors Inc

Industrials
4.4K
New
$228.61 - $263.39 $1.01M - $1.16M
4.4K $1.01M
IRM
Iron Mountain Inc

Real Estate
9.09K
New
$101.62 - $128.14 $924K - $1.17M
9.09K $955K
STZ
Constellation Brands, Inc.

Consumer Defensive
4.32K
New
$219.66 - $257.62 $949K - $1.11M
4.32K $954K
AMAT
Applied Materials Inc

Technology
5.87K
New
$161.44 - $213.89 $947K - $1.26M
5.87K $954K
TOL
Toll Brothers, Inc.

Consumer Cyclical
7.54K
New
$123.8 - $167.8 $934K - $1.27M
7.54K $950K
BKH
Black Hills Corp

Utilities
15.9K
New
$57.6 - $64.66 $916K - $1.03M
15.9K $930K
MCY
Mercury General Corp

Financial Services
13.9K
New
$62.82 - $78.96 $874K - $1.1M
13.9K $925K
IRT
Independence Realty Trust, Inc.

Real Estate
44.5K
New
$18.78 - $22.01 $835K - $979K
44.5K $882K
PSX
Phillips 66

Energy
7.61K
New
$110.35 - $138.93 $840K - $1.06M
7.61K $867K
IMO
Imperial Oil LTD

Energy
13.7K
New
$61.13 - $79.21 $839K - $1.09M
13.7K $845K
HPQ
Hp Inc

Technology
25.6K
New
$32.46 - $39.3 $832K - $1.01M
25.6K $836K
PEB
Pebblebrook Hotel Trust

Real Estate
61.5K
New
$11.85 - $14.94 $729K - $919K
61.5K $833K
DAL
Delta Air Lines, Inc.

Industrials
12.9K
New
$47.46 - $65.77 $612K - $848K
12.9K $779K
WPM
Wheaton Precious Metals Corp.

Basic Materials
13.3K
New
$56.08 - $68.53 $747K - $912K
13.3K $748K
NCNO
N Cino, Inc.

Technology
21.3K
New
$30.14 - $42.64 $643K - $910K
21.3K $716K
ZLAB
Zai Lab LTD

Healthcare
27K
New
$24.61 - $33.18 $665K - $897K
27K $708K
TSN
Tyson Foods, Inc.

Consumer Defensive
11.8K
New
$57.14 - $64.54 $674K - $761K
11.8K $677K
VMI
Valmont Industries Inc

Industrials
2.07K
New
$287.0 - $352.14 $593K - $728K
2.07K $633K
HAS
Hasbro, Inc.

Consumer Cyclical
11K
New
$55.71 - $72.94 $613K - $803K
11K $615K
FITB
Fifth Third Bancorp

Financial Services
14.5K
New
$41.76 - $48.44 $605K - $702K
14.5K $612K
BAX
Baxter International Inc

Healthcare
19.6K
New
$28.63 - $37.84 $561K - $741K
19.6K $571K
RNA
Avidity Biosciences, Inc.

Healthcare
19.3K
New
$29.08 - $52.5 $563K - $1.02M
19.3K $562K
MYGN
Myriad Genetics Inc

Healthcare
41K
New
$13.17 - $27.03 $540K - $1.11M
41K $561K
EVR
Evercore Inc.

Financial Services
2.03K
New
$247.66 - $315.67 $502K - $640K
2.03K $561K
OKE
Oneok Inc

Energy
5.55K
New
$92.28 - $117.05 $512K - $650K
5.55K $557K
TRP
Tc Energy Corp

Energy
12K
New
$44.03 - $50.23 $528K - $602K
12K $557K
NVAX
Novavax Inc

Healthcare
69K
New
$7.22 - $14.68 $498K - $1.01M
69K $555K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
6.12K
New
$83.95 - $99.75 $514K - $610K
6.12K $546K
JHG
Janus Henderson Group PLC

Financial Services
12.6K
New
$37.65 - $45.66 $473K - $574K
12.6K $534K
UCTT
Ultra Clean Holdings, Inc.

Technology
14.7K
New
$33.45 - $40.93 $492K - $602K
14.7K $529K
IVZ
Invesco Ltd.

Financial Services
30K
New
$16.78 - $18.63 $504K - $559K
30K $524K
DVN
Devon Energy Corp

Energy
16K
New
$30.52 - $42.96 $487K - $686K
16K $522K
BNS
Bank Of Nova Scotia

Financial Services
9.67K
New
$51.5 - $57.02 $498K - $552K
9.67K $519K
RY
Royal Bank Of Canada

Financial Services
4.21K
New
$119.72 - $128.02 $504K - $539K
4.21K $507K
KEY
Keycorp

Financial Services
29.5K
New
$16.21 - $19.97 $478K - $589K
29.5K $505K
INDB
Independent Bank Corp

Financial Services
7.84K
New
$56.88 - $74.97 $446K - $587K
7.84K $502K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
41.7K
New
$10.4 - $12.75 $433K - $531K
41.7K $488K
Activity Summary
Buys All Purchases 447 New Holdings 343 Increased Positions 104 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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