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
CNP
Centerpoint Energy Inc

Utilities
17.7K
New
$35.5 - $39.05 $628K - $691K
17.7K $650K
GDDY
Go Daddy Inc.

Technology
3.42K
New
$162.11 - $192.36 $555K - $658K
3.42K $616K
ROG
Rogers Corp

Technology
8.84K
New
$52.69 - $71.02 $466K - $628K
8.84K $605K
LZ
Legalzoom.Com, Inc.

Industrials
67.6K
New
$6.61 - $9.71 $447K - $656K
67.6K $602K
ACGL
Arch Capital Group Ltd.

Financial Services
5.98K
New
$84.99 - $96.82 $508K - $579K
5.98K $544K
MIDD
Middleby Corp

Industrials
3.62K
New
$124.01 - $154.76 $449K - $560K
3.62K $520K
NFG
National Fuel Gas CO

Energy
5.92K
New
$73.0 - $86.01 $432K - $509K
5.92K $501K
VSEC
Vse Corp

Industrials
3.78K
New
$103.15 - $140.55 $389K - $531K
3.78K $494K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
47.9K
New
N/A
47.9K $485K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
79.5K
New
$6.01 - $8.06 $478K - $641K
79.5K $477K
OGS
One Gas, Inc.

Utilities
6.53K
New
$71.59 - $81.38 $467K - $531K
6.53K $469K
HPQ
Hp Inc

Technology
18.9K
New
$21.88 - $29.32 $414K - $555K
18.9K $463K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
18.2K
New
$22.9 - $26.78 $418K - $489K
18.2K $456K
C
Citigroup Inc

Financial Services
5.34K
New
$58.13 - $85.12 $311K - $455K
5.34K $454K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.77K
New
$146.74 - $176.07 $406K - $487K
2.77K $449K
NOW
Service Now, Inc.

Technology
434
New
$721.65 - $1040.18 $313K - $451K
434 $446K
NTR
Nutrien Ltd.

Basic Materials
7.65K
New
$46.88 - $62.89 $359K - $481K
7.65K $445K
EPAC
Enerpac Tool Group Corp

Industrials
10.9K
New
$37.39 - $46.15 $408K - $503K
10.9K $442K
CF
Cf Industries Holdings, Inc.

Basic Materials
4.8K
New
$68.47 - $102.48 $329K - $492K
4.8K $441K
ZION
Zions Bancorporation, National Association

Financial Services
8.42K
New
$41.39 - $51.94 $348K - $437K
8.42K $437K
TJX
Tjx Companies Inc

Consumer Cyclical
3.52K
New
$119.13 - $135.03 $419K - $475K
3.52K $434K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
15.7K
New
$22.25 - $30.3 $350K - $477K
15.7K $431K
BOKF
Bok Financial Corp

Financial Services
4.42K
New
$87.86 - $103.42 $388K - $457K
4.42K $431K
WBS
Webster Financial Corp

Financial Services
7.65K
New
$41.76 - $54.91 $319K - $420K
7.65K $417K
POR
Portland General Electric CO

Utilities
10.2K
New
$39.96 - $44.75 $408K - $456K
10.2K $414K
NOMD
Nomad Foods LTD

Consumer Defensive
23.5K
New
$16.89 - $20.13 $397K - $473K
23.5K $399K
NSC
Norfolk Southern Corp

Industrials
1.55K
New
$206.34 - $257.46 $319K - $398K
1.55K $395K
SPG
Simon Property Group Inc

Real Estate
2.44K
New
$140.37 - $171.44 $342K - $418K
2.44K $391K
UAA
Under Armour, Inc.

Consumer Cyclical
55.2K
New
$4.94 - $7.03 $273K - $388K
55.2K $377K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
15.3K
New
$18.77 - $27.82 $286K - $425K
15.3K $371K
SITM
Sitime Corp

Technology
1.73K
New
$116.79 - $241.6 $202K - $418K
1.73K $368K
PCAR
Paccar Inc

Industrials
3.76K
New
$86.4 - $99.09 $325K - $373K
3.76K $357K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
6.91K
New
$47.79 - $56.03 $330K - $387K
6.91K $355K
TREX
Trex CO Inc

Industrials
6.42K
New
$50.52 - $61.77 $325K - $397K
6.42K $349K
RVLV
Revolve Group, Inc.

Consumer Cyclical
17.1K
New
$17.07 - $22.57 $293K - $387K
17.1K $343K
DKNG
Draft Kings Inc.

Consumer Cyclical
7.71K
New
$31.67 - $42.89 $244K - $331K
7.71K $330K
TSEM
Tower Semiconductor LTD

Technology
7.55K
New
$29.65 - $43.8 $224K - $331K
7.55K $327K
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
22.4K
New
$11.02 - $16.09 $247K - $361K
22.4K $313K
NTGR
Netgear, Inc.

Technology
10.6K
New
$19.97 - $31.25 $212K - $332K
10.6K $309K
ALL
Allstate Corp

Financial Services
1.53K
New
$180.53 - $212.64 $277K - $326K
1.53K $308K
ROP
Roper Technologies Inc

Industrials
542
New
$519.19 - $590.78 $281K - $320K
542 $307K
ACIW
Aci Worldwide, Inc.

Technology
6.6K
New
$44.59 - $57.17 $294K - $377K
6.6K $303K
T
At&T Inc.

Communication Services
10.3K
New
$26.33 - $28.94 $271K - $298K
10.3K $298K
CTAS
Cintas Corp

Industrials
1.32K
New
$190.11 - $227.66 $250K - $300K
1.32K $293K
ZM
Zoom Video Communications, Inc.

Technology
3.7K
New
$66.7 - $84.62 $247K - $313K
3.7K $288K
LSCC
Lattice Semiconductor Corp

Technology
5.74K
New
$37.84 - $56.0 $217K - $322K
5.74K $281K
NBHC
National Bank Holdings Corp

Financial Services
7.35K
New
$33.92 - $38.84 $249K - $286K
7.35K $276K
UNH
Unitedhealth Group Inc

Healthcare
874
New
$274.35 - $599.47 $240K - $524K
874 $272K
COLB
Columbia Banking System, Inc.

Financial Services
11.6K
New
$20.71 - $25.63 $240K - $297K
11.6K $270K
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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