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
FTV
Fortive Corp

Technology
5.42K
New
$71.82 - $82.98 $389K - $449K
5.42K $396K
MAG
Mag Silver Corp

Basic Materials
24.9K
New
$13.74 - $17.1 $343K - $427K
24.9K $381K
ENB
Enbridge Inc

Energy
8.48K
New
$41.54 - $45.45 $352K - $385K
8.48K $375K
AMWD
American Woodmark Corp

Consumer Cyclical
6.38K
New
$57.97 - $82.5 $370K - $526K
6.38K $375K
LOB
Live Oak Bancshares, Inc.

Financial Services
13.9K
New
$26.57 - $41.33 $369K - $574K
13.9K $370K
XRAY
Dentsply Sirona Inc.

Healthcare
23.7K
New
$14.93 - $20.31 $354K - $481K
23.7K $354K
ALIT
Alight, Inc.

Technology
57.4K
New
$5.91 - $7.05 $339K - $405K
57.4K $340K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
1.53K
New
$218.17 - $305.86 $335K - $469K
1.53K $338K
FFBC
First Financial Bancorp

Financial Services
13.4K
New
$24.25 - $29.06 $325K - $389K
13.4K $334K
QDEL
Quidel Ortho Corp

Healthcare
9.53K
New
$34.78 - $47.61 $331K - $453K
9.53K $333K
VBTX
Veritex Holdings, Inc.

Financial Services
13.2K
New
$23.47 - $27.67 $309K - $364K
13.2K $328K
CW
Curtiss Wright Corp

Industrials
1.01K
New
$304.82 - $384.07 $309K - $389K
1.01K $321K
TFII
Tfi International Inc.

Industrials
4.03K
New
$76.98 - $140.13 $310K - $565K
4.03K $312K
RAMP
Live Ramp Holdings, Inc.

Technology
12K
New
$25.18 - $35.61 $301K - $426K
12K $312K
PAAS
Pan American Silver Corp

Basic Materials
11.9K
New
$20.61 - $26.7 $246K - $319K
11.9K $308K
STEP
Step Stone Group Inc.

Financial Services
5.77K
New
$47.81 - $64.82 $276K - $374K
5.77K $301K
KNTK
Kinetik Holdings Inc.

Energy
5.5K
New
$49.51 - $66.5 $272K - $366K
5.5K $285K
FULT
Fulton Financial Corp

Financial Services
15.6K
New
$17.24 - $21.11 $269K - $329K
15.6K $282K
MP
Mp Materials Corp.

Basic Materials
11.5K
New
$16.39 - $26.93 $188K - $309K
11.5K $280K
IBOC
International Bancshares Corp

Financial Services
4.44K
New
$60.62 - $67.91 $269K - $302K
4.44K $279K
ATEN
A10 Networks, Inc.

Technology
17K
New
$16.34 - $21.68 $278K - $369K
17K $278K
WDAY
Workday, Inc.

Technology
1.19K
New
$233.53 - $277.82 $278K - $331K
1.19K $278K
HLI
Houlihan Lokey, Inc.

Financial Services
1.72K
New
$154.43 - $187.4 $265K - $322K
1.72K $277K
CNO
Cno Financial Group, Inc.

Financial Services
6.47K
New
$35.99 - $42.34 $233K - $274K
6.47K $269K
LII
Lennox International Inc

Industrials
444
New
$553.05 - $666.93 $246K - $296K
444 $249K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
36.6K
New
$6.67 - $12.72 $244K - $466K
36.6K $244K
TBBK
Bancorp, Inc.

Financial Services
4.6K
New
$49.74 - $62.75 $229K - $289K
4.6K $243K
EGBN
Eagle Bancorp Inc

Financial Services
11.4K
New
$20.39 - $26.95 $232K - $307K
11.4K $239K
COHU
Cohu Inc

Technology
16K
New
$14.71 - $27.44 $235K - $438K
16K $235K
DAR
Darling Ingredients Inc.

Consumer Defensive
7.16K
New
$28.51 - $41.85 $204K - $300K
7.16K $223K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
11.5K
New
$19.28 - $22.3 $221K - $256K
11.5K $221K
KN
Knowles Corp

Technology
14.5K
New
$15.2 - $20.58 $220K - $297K
14.5K $219K
OR
Osisko Gold Royalties LTD

Basic Materials
10.3K
New
$17.92 - $21.16 $185K - $218K
10.3K $217K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
6.45K
New
$33.55 - $40.74 $216K - $263K
6.45K $216K
FROG
J Frog LTD

Technology
6.78K
New
$30.59 - $42.03 $207K - $285K
6.78K $216K
INVA
Innoviva, Inc.

Healthcare
11.8K
New
$17.21 - $18.98 $203K - $223K
11.8K $213K
UNFI
United Natural Foods Inc

Consumer Defensive
7.6K
New
$24.57 - $34.37 $187K - $261K
7.6K $208K
BLCO
Bausch & Lomb Corp

Healthcare
14.4K
New
$14.13 - $18.15 $203K - $261K
14.4K $208K
NWN
Northwest Natural Holding CO

Utilities
4.82K
New
$38.31 - $42.72 $185K - $206K
4.82K $205K
AGI
Alamos Gold Inc

Basic Materials
7.68K
New
$18.69 - $26.74 $143K - $205K
7.68K $205K
FRHC
Freedom Holding Corp.

Financial Services
1.55K
New
$122.16 - $160.98 $189K - $249K
1.55K $204K
UTI
Universal Technical Institute Inc

Consumer Defensive
7.91K
New
$24.77 - $29.54 $196K - $234K
7.91K $203K
HWC
Hancock Whitney Corp

Financial Services
3.88K
New
$49.61 - $61.03 $192K - $236K
3.88K $203K
FCF
First Commonwealth Financial Corp

Financial Services
12.8K
New
$15.37 - $17.13 $196K - $218K
12.8K $198K
CVBF
Cvb Financial Corp

Financial Services
10.8K
New
$18.42 - $21.2 $198K - $228K
10.8K $198K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
13.7K
New
$13.31 - $18.41 $183K - $253K
13.7K $194K
ABR
Arbor Realty Trust Inc

Real Estate
16K
New
$11.68 - $13.98 $187K - $223K
16K $187K
MRTN
Marten Transport LTD

Industrials
13.4K
New
$13.63 - $16.49 $183K - $221K
13.4K $184K
CDE
Coeur Mining, Inc.

Basic Materials
24K
New
$5.02 - $7.29 $120K - $175K
24K $141K
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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