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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Kontoor Brands, Inc.

KTB|50050N103

25034

Value:

$1.6B

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

22700(+445.9%)

Value:

$1.6B(+429.6%)

Sprinklr, Inc.

CXM|85208T107

188665

Value:

$1.6B

POWER INTEGRATIONS INC

POWI|739276103

30781

Value:

$1.6B

INNOVATIVE INDUSTRIAL PROPERTIES INC

IIPR|45781V101

28657(+53.9%)

Value:

$1.6B(+24.9%)

Blue Bird Corp

BLBD|095306106

47255

Value:

$1.5B

SCOTTS MIRACLE-GRO CO

SMG|810186106

27365(+801.4%)

Value:

$1.5B(+645.8%)

FIRST HAWAIIAN, INC.

FHB|32051X108

61288

Value:

$1.5B

EXPRO GROUP HOLDINGS N.V.

XPRO|N3144W105

150377

Value:

$1.5B

CREDICORP LTD

BAP|G2519Y108

7992

Value:

$1.5B

MGP INGREDIENTS INC

MGPI|55303J106

50285

Value:

$1.5B

Tarsus Pharmaceuticals, Inc.

TARS|87650L103

28173

Value:

$1.4B

NEW JERSEY RESOURCES CORP

NJR|646025106

28976(+199.6%)

Value:

$1.4B(+215.1%)

COCA COLA CO

KO|191216100

19789(-83.2%)

Value:

$1.4B(-80.6%)

NEXTERA ENERGY INC

NEE|65339F101

19878(-79.8%)

Value:

$1.4B(-80.1%)

LXP Industrial Trust

LXP|529043101

162836

Value:

$1.4B

ARCBEST CORP /DE/

ARCB|03937C105

19455

Value:

$1.4B

Fabrinet

FN|G3323L100

6821

Value:

$1.3B

Brixmor Property Group Inc.

BRX|11120U105

50614(-54.0%)

Value:

$1.3B(-56.2%)

National Storage Affiliates Trust

NSA|637870106

34066

Value:

$1.3B

Instrument	Shares		Other Manager	Value
Kontoor Brands, Inc.(KTBcusip50050N103)	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
Canadian Pacific Kansas City Ltd/Cn(CP.TOcusip13646K108)	22.7K	QoQ +445.93% (+18.5K) YoY NEW(+22.7K)	All Managers (Combined)	$1.6M	QoQ +429.64% (+$1.3M) YoY NEW(+$1.6M)
Sprinklr, Inc.(CXMcusip85208T107)	188.7K	QoQ NEW(+188.7K) YoY +683.72% (+164.6K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY +433.33% (+$1.3M)
Power Integrations Inc(POWIcusip739276103)	30.8K	QoQ NEW(+30.8K) YoY NEW(+30.8K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
Innovative Industrial Properties Inc(IIPRcusip45781V101)	28.7K	QoQ +53.94% (+10.0K) YoY NEW(+28.7K)	All Managers (Combined)	$1.6M	QoQ +24.95% (+$309.6K) YoY NEW(+$1.6M)
Blue Bird Corp(BLBDcusip095306106)	47.3K	QoQ NEW(+47.3K) YoY NEW(+47.3K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Scotts Miracle-Gro Co(SMGcusip810186106)	27.4K	QoQ +801.35% (+24.3K) YoY NEW(+27.4K)	All Managers (Combined)	$1.5M	QoQ +645.78% (+$1.3M) YoY NEW(+$1.5M)
First Hawaiian, Inc.(FHBcusip32051X108)	61.3K	QoQ NEW(+61.3K) YoY NEW(+61.3K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Expro Group Holdings N.V.(XPROcusipN3144W105)	150.4K	QoQ NEW(+150.4K) YoY NEW(+150.4K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Credicorp Ltd(BAPcusipG2519Y108)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Mgp Ingredients Inc(MGPIcusip55303J106)	50.3K	QoQ NEW(+50.3K) YoY NEW(+50.3K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Tarsus Pharmaceuticals, Inc.(TARScusip87650L103)	28.2K	QoQ NEW(+28.2K) YoY NEW(+28.2K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
New Jersey Resources Corp(NJRcusip646025106)	29.0K	QoQ +199.58% (+19.3K) YoY NEW(+29.0K)	All Managers (Combined)	$1.4M	QoQ +215.06% (+$970.4K) YoY NEW(+$1.4M)
Coca Cola Co(KOcusip191216100)	19.8K	QoQ -83.15% (-97.7K) YoY NEW(+19.8K)	All Managers (Combined)	$1.4M	QoQ -80.62% (-$5.9M) YoY NEW(+$1.4M)
Nextera Energy Inc(NEEcusip65339F101)	19.9K	QoQ -79.84% (-78.8K) YoY NEW(+19.9K)	All Managers (Combined)	$1.4M	QoQ -80.07% (-$5.7M) YoY NEW(+$1.4M)
Lxp Industrial Trust(LXPcusip529043101)	162.8K	QoQ NEW(+162.8K) YoY NEW(+162.8K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
Arcbest Corp /De/(ARCBcusip03937C105)	19.5K	QoQ NEW(+19.5K) YoY NEW(+19.5K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
Fabrinet(FNcusipG3323L100)	6.8K	QoQ NEW(+6.8K) YoY +43.17% (+2.1K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY +49.60% (+$446.7K)
Brixmor Property Group Inc.(BRXcusip11120U105)	50.6K	QoQ -54.03% (-59.5K) YoY NEW(+50.6K)	All Managers (Combined)	$1.3M	QoQ -56.16% (-$1.7M) YoY NEW(+$1.3M)
National Storage Affiliates Trust(NSAcusip637870106)	34.1K	QoQ NEW(+34.1K) YoY NEW(+34.1K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)