Twinbeech Capital LP Reduced Holdings in Q3 2024

Twinbeech Capital LP

  • $4.99 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
-66.8K
- 87.88%
$52.26 - $80.75 $3.49M - $5.39M
9.21K $738K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-124K
- 45.1%
$36.07 - $43.12 $4.46M - $5.33M
150K $6.17M
ROLL
Rbc Bearings Inc

Industrials
-15.8K
- 84.89%
N/A
2.81K $691K
D
Dominion Energy, Inc

Utilities
-82.3K
- 80.01%
$48.01 - $58.53 $3.95M - $4.81M
20.6K $1.19M
JPM
Jpmorgan Chase & CO

Financial Services
-19.7K
- 46.77%
$194.9 - $224.8 $3.84M - $4.43M
22.4K $4.73M
ELAN
Elanco Animal Health Inc

Healthcare
-247K
- 72.56%
$11.85 - $15.47 $2.93M - $3.82M
93.5K $1.37M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-93.9K
- 58.85%
$33.44 - $37.39 $3.14M - $3.51M
65.7K $2.38M
OVV
Ovintiv Inc.

Energy
-52.6K
- 44.98%
$37.0 - $48.89 $1.95M - $2.57M
64.4K $2.47M
USB
Us Bancorp \De\

Financial Services
-72.2K
- 60.16%
$39.04 - $47.23 $2.82M - $3.41M
47.8K $2.19M
APTV
Aptiv PLC

Consumer Cyclical
-28.7K
- 70.96%
$65.39 - $74.24 $1.88M - $2.13M
11.7K $845K
PARR
Par Pacific Holdings, Inc.

Energy
-61.5K
- 53.63%
$17.29 - $26.55 $1.06M - $1.63M
53.2K $935K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-72.1K
- 42.09%
$41.77 - $67.84 $3.01M - $4.89M
99.2K $6.33M
TSCO
Tractor Supply CO

Consumer Cyclical
-5.9K
- 74.1%
$251.95 - $290.93 $1.49M - $1.72M
2.06K $600K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-2.96K
- 18.72%
$193.0 - $282.1 $571K - $835K
12.9K $2.99M
KROS
Keros Therapeutics, Inc.

Healthcare
-33.6K
- 68.61%
$41.68 - $58.07 $1.4M - $1.95M
15.4K $893K
COOP
Mr. Cooper Group Inc.

Financial Services
-20.1K
- 38.7%
$78.57 - $94.99 $1.58M - $1.91M
31.8K $2.93M
TRV
Travelers Companies, Inc.

Financial Services
-6.8K
- 61.13%
$201.87 - $242.35 $1.37M - $1.65M
4.32K $1.01M
DVAX
Dynavax Technologies Corp

Healthcare
-103K
- 59.79%
$10.05 - $11.61 $1.04M - $1.2M
69.3K $771K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
-45.2K
- 57.87%
$13.4 - $19.57 $606K - $885K
32.9K $577K
NWSA
News Corp

Communication Services
-30.8K
- 79.2%
$25.41 - $28.44 $784K - $877K
8.1K $215K
LECO
Lincoln Electric Holdings Inc

Industrials
-4.89K
- 11.58%
$173.3 - $211.48 $847K - $1.03M
37.3K $7.16M
OSCR
Oscar Health, Inc.

Healthcare
-140K
- 34.44%
$14.96 - $23.27 $2.1M - $3.26M
267K $5.66M
VRNT
Verint Systems Inc

Technology
-22.6K
- 29.65%
$32.62 - $32.62 $738K - $738K
53.7K $1.75M
OMI
Owens & Minor Inc

Healthcare
-46.3K
- 54.63%
$12.59 - $16.48 $582K - $762K
38.4K $601K
AFRM
Affirm Holdings, Inc.

Technology
-40.6K
- 37.6%
$24.12 - $44.98 $979K - $1.82M
67.3K $2.75M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-52.3K
- 46.91%
$15.95 - $27.01 $834K - $1.41M
59.2K $1.52M
LESL
Leslie'S, Inc.

Consumer Cyclical
-96K
- 73.22%
$2.5 - $4.09 $240K - $392K
35.1K $110K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-12.5K
- 69.91%
$40.21 - $59.36 $501K - $739K
5.36K $297K
IPGP
Ipg Photonics Corp

Technology
-3.48K
- 21.57%
$62.31 - $90.65 $217K - $315K
12.7K $940K
SNX
Td Synnex Corp

Technology
-3.11K
- 23.14%
$109.37 - $122.34 $340K - $381K
10.3K $1.24M
FCFS
First Cash Holdings, Inc.

Financial Services
-7.33K
- 12.98%
$102.0 - $120.09 $748K - $880K
49.1K $5.64M
KIDS
Orthopediatrics Corp

Healthcare
-6.61K
- 46.1%
$25.33 - $35.39 $167K - $234K
7.73K $209K
IDCC
Inter Digital, Inc.

Communication Services
-3.35K
- 30.23%
$116.28 - $141.69 $389K - $475K
7.73K $1.1M
RNG
Ring Central, Inc.

Technology
-17.5K
- 13.57%
$27.72 - $35.26 $486K - $618K
112K $3.53M
IAS
Integral Ad Science Holding Corp.

Communication Services
-17.4K
- 22.16%
$9.57 - $11.68 $166K - $203K
61K $659K
Wk Kellogg CO
-72.2K
- 38.36%
N/A
116K $0
Structure Therapeutics Inc
-21.6K
- 50.66%
N/A
21K $0
Liberty Global LTD
-131K
- 66.55%
N/A
65.6K $0
Phinia Inc
-79.6K
- 87.04%
N/A
11.9K $0
PCH
Potlatchdeltic Corp

Real Estate
-3.78K
- 11.3%
$37.5 - $46.09 $142K - $174K
29.7K $1.34M
TPR
Tapestry, Inc.

Consumer Cyclical
-195
- 0.48%
$36.29 - $47.94 $7.08K - $9.35K
40.2K $1.89M
XPEV
Xpeng Inc.

Consumer Cyclical
-104K
- 23.75%
$6.63 - $12.72 $687K - $1.32M
333K $4.05M
RTX
Raytheon Technologies Corp

Industrials
-7.8K
- 1.45%
$99.55 - $123.34 $777K - $962K
529K $64.1M
Activity Summary
Buys All Purchases 551 New Holdings 452 Increased Positions 99 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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