Twinbeech Capital LP

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
680
Total Value
5509278124
Accession Number
0001214659-25-007843
Form Type
13F-HR
Manager Name
Twinbeech Capital LP
Data Enrichment
99% identified
672 identified8 unidentified

Holdings

680 positions
Manager:
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Page 10 of 34
Veralto Corp
Shares:
80415
Value:
$7.8B
SKYWEST INC
Shares:
88823
Value:
$7.8B
GROUP 1 AUTOMOTIVE INC
Shares:
20241
Value:
$7.7B
Organon & Co.
Shares:
518736
Value:
$7.7B
Avery Dennison Corp
Shares:
43207(+3421.3%)
Value:
$7.7B(+3249.0%)
Performance Food Group Co
Shares:
97758
Value:
$7.7B
PJT Partners Inc.
Shares:
55108
Value:
$7.6B
Iridium Communications Inc.
Shares:
277022
Value:
$7.6B
First American Financial Corp
Shares:
115253
Value:
$7.6B
Birkenstock Holding plc
Shares:
161880
Value:
$7.4B
Qorvo, Inc.
Shares:
102323
Value:
$7.4B
GRACO INC
Shares:
88233
Value:
$7.4B
Klaviyo, Inc.
Shares:
243034
Value:
$7.4B
Weatherford International plc
Shares:
133262
Value:
$7.1B
Global-E Online Ltd.
Shares:
198007
Value:
$7.1B
LINCOLN ELECTRIC HOLDINGS INC
Shares:
36285(-1.1%)
Value:
$6.9B(-0.2%)
CITIZENS FINANCIAL GROUP INC/RI
Shares:
167366
Value:
$6.9B
Accenture plc
Shares:
21728
Value:
$6.8B
EQUITY LIFESTYLE PROPERTIES INC
Shares:
101309
Value:
$6.8B
MGM Resorts International
Shares:
227251
Value:
$6.7B