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
BSX
Boston Scientific Corp

Healthcare
8.18K
New
$89.38 - $106.18 $731K - $869K
8.18K $825K
JCI
Johnson Controls International PLC

Industrials
9.99K
New
$76.12 - $90.6 $760K - $905K
9.99K $800K
MOD
Modine Manufacturing CO

Consumer Cyclical
10.4K
New
$76.06 - $142.68 $793K - $1.49M
10.4K $800K
GIS
General Mills Inc

Consumer Defensive
13.3K
New
$57.56 - $65.3 $765K - $868K
13.3K $794K
MSA
Msa Safety Inc

Industrials
5.41K
New
$146.69 - $166.47 $793K - $900K
5.41K $793K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
6.3K
New
$119.87 - $145.05 $755K - $913K
6.3K $788K
BKE
Buckle Inc

Consumer Cyclical
20.1K
New
$35.15 - $51.65 $707K - $1.04M
20.1K $770K
XRX
Xerox Holdings Corp

Technology
159K
New
$4.83 - $9.84 $766K - $1.56M
159K $765K
MNRO
Monro, Inc.

Consumer Cyclical
51.4K
New
$14.47 - $24.54 $743K - $1.26M
51.4K $743K
PPBI
Pacific Premier Bancorp Inc

Financial Services
34.6K
New
$21.05 - $26.35 $728K - $912K
34.6K $737K
TRUP
Trupanion, Inc.

Financial Services
19.2K
New
$32.4 - $49.87 $623K - $958K
19.2K $716K
MORN
Morningstar, Inc.

Financial Services
2.38K
New
$282.49 - $334.73 $673K - $797K
2.38K $713K
SDGR
Schrodinger, Inc.

Healthcare
36.1K
New
$18.69 - $26.15 $674K - $943K
36.1K $711K
BCPC
Balchem Corp

Basic Materials
4.28K
New
$154.22 - $176.16 $660K - $754K
4.28K $710K
MSGS
Madison Square Garden Sports Corp.

Communication Services
3.64K
New
$185.75 - $223.33 $676K - $813K
3.64K $708K
PBI
Pitney Bowes Inc

Industrials
77.2K
New
$7.03 - $10.86 $543K - $838K
77.2K $698K
LZB
La Z Boy Inc

Consumer Cyclical
17.5K
New
$38.0 - $48.02 $666K - $842K
17.5K $685K
AGCO
Agco Corp

Industrials
7.37K
New
$88.82 - $106.69 $654K - $786K
7.37K $682K
MCD
Mcdonalds Corp

Consumer Cyclical
2.17K
New
$279.74 - $321.29 $606K - $696K
2.17K $676K
FSS
Federal Signal Corp

Industrials
9.19K
New
$73.55 - $101.32 $676K - $931K
9.19K $675K
CTRE
Care Trust Reit, Inc.

Real Estate
23.2K
New
$24.93 - $29.13 $579K - $676K
23.2K $663K
CAL
Caleres Inc

Consumer Cyclical
37.8K
New
$15.27 - $22.49 $578K - $851K
37.8K $652K
BRC
Brady Corp

Industrials
9.18K
New
$68.85 - $75.89 $632K - $697K
9.18K $648K
PLXS
Plexus Corp

Technology
5.01K
New
$120.51 - $170.49 $603K - $853K
5.01K $641K
EMN
Eastman Chemical CO

Basic Materials
7.18K
New
$87.05 - $103.47 $625K - $743K
7.18K $632K
UE
Urban Edge Properties

Real Estate
33.3K
New
$18.34 - $21.61 $610K - $719K
33.3K $631K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
83.5K
New
$7.06 - $9.39 $589K - $784K
83.5K $626K
HAYW
Hayward Holdings, Inc.

Industrials
45K
New
$13.64 - $15.26 $614K - $687K
45K $626K
EXC
Exelon Corp

Utilities
13.3K
New
$37.3 - $46.08 $497K - $614K
13.3K $614K
DYN
Dyne Therapeutics, Inc.

Healthcare
58.5K
New
$10.46 - $25.46 $612K - $1.49M
58.5K $612K
SLVM
Sylvamo Corp

Basic Materials
9.11K
New
$63.64 - $81.86 $580K - $745K
9.11K $610K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
28.9K
New
$17.15 - $21.07 $496K - $610K
28.9K $578K
OTTR
Otter Tail Corp

Utilities
7.18K
New
$72.43 - $83.38 $520K - $599K
7.18K $577K
UHAL
Amerco

Industrials
8.82K
New
$62.22 - $74.71 $549K - $659K
8.82K $576K
GPC
Genuine Parts CO

Consumer Cyclical
4.77K
New
$115.91 - $129.02 $553K - $616K
4.77K $568K
APAM
Artisan Partners Asset Management Inc.

Financial Services
14.4K
New
$38.51 - $45.32 $554K - $652K
14.4K $562K
BOX
Box Inc

Technology
17.1K
New
$30.22 - $35.39 $517K - $605K
17.1K $527K
FSLY
Fastly, Inc.

Technology
83.3K
New
$6.33 - $10.92 $527K - $910K
83.3K $527K
RNST
Renasant Corp

Financial Services
15.4K
New
$33.29 - $39.39 $513K - $607K
15.4K $522K
ENR
Energizer Holdings, Inc.

Industrials
16.7K
New
$29.28 - $35.79 $490K - $599K
16.7K $500K
IONS
Ionis Pharmaceuticals Inc

Healthcare
15.9K
New
$30.17 - $34.97 $481K - $557K
15.9K $480K
NSSC
Napco Security Technologies, Inc

Industrials
20.7K
New
$23.02 - $37.2 $476K - $769K
20.7K $475K
UNP
Union Pacific Corp

Industrials
1.97K
New
$225.21 - $254.42 $444K - $502K
1.97K $465K
EBC
Eastern Bankshares, Inc.

Financial Services
28.2K
New
$15.29 - $19.15 $431K - $540K
28.2K $462K
MEOH
Methanex Corp

Basic Materials
12.4K
New
$35.09 - $53.61 $434K - $663K
12.4K $434K
SYY
Sysco Corp

Consumer Defensive
5.73K
New
$70.0 - $77.13 $401K - $442K
5.73K $430K
WTRG
Essential Utilities, Inc.

Utilities
10.8K
New
$33.49 - $40.57 $360K - $437K
10.8K $425K
IART
Integra Lifesciences Holdings Corp

Healthcare
19.3K
New
$21.13 - $26.55 $408K - $512K
19.3K $424K
KMB
Kimberly Clark Corp

Consumer Defensive
2.87K
New
$124.46 - $147.4 $357K - $422K
2.87K $407K
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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