Twinbeech Capital LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001769646
Manager Name: Twinbeech Capital LP

Data Enrichment

99% identified

672 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

680 positions • $5,509,278.124K total value

680 positions

Manager:

SEC FilingSEC DataHachi Filing

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Veralto Corp

VLTO|92338C103

80415

Value:

$7.8B

SKYWEST INC

SKYW|830879102

88823

Value:

$7.8B

GROUP 1 AUTOMOTIVE INC

GPI|398905109

20241

Value:

$7.7B

Organon & Co.

OGN|68622V106

518736

Value:

$7.7B

Avery Dennison Corp

AVY|053611109

43207(+3421.3%)

Value:

$7.7B(+3249.0%)

Performance Food Group Co

PFGC|71377A103

97758

Value:

$7.7B

PJT Partners Inc.

PJT|69343T107

55108

Value:

$7.6B

Iridium Communications Inc.

IRDM|46269C102

277022

Value:

$7.6B

First American Financial Corp

FAF|31847R102

115253

Value:

$7.6B

Birkenstock Holding plc

BIRK|M2029K104

161880

Value:

$7.4B

Qorvo, Inc.

QRVO|74736K101

102323

Value:

$7.4B

GRACO INC

GGG|384109104

88233

Value:

$7.4B

Klaviyo, Inc.

KVYO|49845K101

243034

Value:

$7.4B

Weatherford International plc

WFRD|G48833118

133262

Value:

$7.1B

Global-E Online Ltd.

GLBE|M5216V106

198007

Value:

$7.1B

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

36285(-1.1%)

Value:

$6.9B(-0.2%)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

167366

Value:

$6.9B

Accenture plc

ACN|G1151C101

21728

Value:

$6.8B

EQUITY LIFESTYLE PROPERTIES INC

ELS|29472R108

101309

Value:

$6.8B

MGM Resorts International

MGM|552953101

227251

Value:

$6.7B

Instrument	Shares		Other Manager	Value
Veralto Corp(VLTOcusip92338C103)	80.4K	QoQ NEW(+80.4K) YoY -63.45% (-139.6K)	All Managers (Combined)	$7.8M	QoQ NEW(+$7.8M) YoY -59.83% (-$11.7M)
Skywest Inc(SKYWcusip830879102)	88.8K	QoQ NEW(+88.8K) YoY NEW(+88.8K)	All Managers (Combined)	$7.8M	QoQ NEW(+$7.8M) YoY NEW(+$7.8M)
Group 1 Automotive Inc(GPIcusip398905109)	20.2K	QoQ NEW(+20.2K) YoY NEW(+20.2K)	All Managers (Combined)	$7.7M	QoQ NEW(+$7.7M) YoY NEW(+$7.7M)
Organon & Co.(OGNcusip68622V106)	518.7K	QoQ NEW(+518.7K) YoY +26.09% (-107.4K)	All Managers (Combined)	$7.7M	QoQ NEW(+$7.7M) YoY -0.12% (-$10.0K)
Avery Dennison Corp(AVYcusip053611109)	43.2K	QoQ +3421.35% (+42.0K) YoY NEW(+43.2K)	All Managers (Combined)	$7.7M	QoQ +3248.97% (+$7.5M) YoY NEW(+$7.7M)
Performance Food Group Co(PFGCcusip71377A103)	97.8K	QoQ NEW(+97.8K) YoY -48.79% (-93.1K)	All Managers (Combined)	$7.7M	QoQ NEW(+$7.7M) YoY -46.05% (-$6.6M)
Pjt Partners Inc.(PJTcusip69343T107)	55.1K	QoQ NEW(+55.1K) YoY +418.22% (+44.5K)	All Managers (Combined)	$7.6M	QoQ NEW(+$7.6M) YoY +658.03% (+$6.6M)
Iridium Communications Inc.(IRDMcusip46269C102)	277.0K	QoQ NEW(+277.0K) YoY +191.35% (+181.9K)	All Managers (Combined)	$7.6M	QoQ NEW(+$7.6M) YoY +204.27% (+$5.1M)
First American Financial Corp(FAFcusip31847R102)	115.3K	QoQ NEW(+115.3K) YoY +100.88% (+57.9K)	All Managers (Combined)	$7.6M	QoQ NEW(+$7.6M) YoY +115.95% (+$4.1M)
Birkenstock Holding Plc(BIRKcusipM2029K104)	161.9K	QoQ NEW(+161.9K) YoY NEW(+161.9K)	All Managers (Combined)	$7.4M	QoQ NEW(+$7.4M) YoY NEW(+$7.4M)
Qorvo, Inc.(QRVOcusip74736K101)	102.3K	QoQ NEW(+102.3K) YoY NEW(+102.3K)	All Managers (Combined)	$7.4M	QoQ NEW(+$7.4M) YoY NEW(+$7.4M)
Graco Inc(GGGcusip384109104)	88.2K	QoQ NEW(+88.2K) YoY NEW(+88.2K)	All Managers (Combined)	$7.4M	QoQ NEW(+$7.4M) YoY NEW(+$7.4M)
Klaviyo, Inc.(KVYOcusip49845K101)	243.0K	QoQ NEW(+243.0K) YoY +508.13% (+203.1K)	All Managers (Combined)	$7.4M	QoQ NEW(+$7.4M) YoY +622.21% (+$6.3M)
Weatherford International Plc(WFRDcusipG48833118)	133.3K	QoQ NEW(+133.3K) YoY +3916.33% (+129.9K)	All Managers (Combined)	$7.1M	QoQ NEW(+$7.1M) YoY +1763.40% (+$6.8M)
Global-E Online Ltd.(GLBEcusipM5216V106)	198.0K	QoQ NEW(+198.0K) YoY NEW(+198.0K)	All Managers (Combined)	$7.1M	QoQ NEW(+$7.1M) YoY NEW(+$7.1M)
Lincoln Electric Holdings Inc(LECOcusip533900106)	36.3K	QoQ -1.08% (-399) YoY +38.16% (+10.0K)	All Managers (Combined)	$6.9M	QoQ -0.19% (-$13.5K) YoY +2.31% (+$155.1K)
Citizens Financial Group Inc/Ri(CFGcusip174610105)	167.4K	QoQ NEW(+167.4K) YoY -68.81% (-369.3K)	All Managers (Combined)	$6.9M	QoQ NEW(+$6.9M) YoY -64.79% (-$12.6M)
Accenture Plc(ACNcusipG1151C101)	21.7K	QoQ NEW(+21.7K) YoY -87.58% (-153.3K)	All Managers (Combined)	$6.8M	QoQ NEW(+$6.8M) YoY -88.82% (-$53.9M)
Equity Lifestyle Properties Inc(ELScusip29472R108)	101.3K	QoQ NEW(+101.3K) YoY NEW(+101.3K)	All Managers (Combined)	$6.8M	QoQ NEW(+$6.8M) YoY NEW(+$6.8M)
Mgm Resorts International(MGMcusip552953101)	227.3K	QoQ NEW(+227.3K) YoY NEW(+227.3K)	All Managers (Combined)	$6.7M	QoQ NEW(+$6.7M) YoY NEW(+$6.7M)