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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CBIZ, Inc.

CBZ|124805102

17667

Value:

$1.3B

DOLLAR GENERAL CORP

DG|256677105

15194

Value:

$1.3B

RYDER SYSTEM INC

R|783549108

9263

Value:

$1.3B

EXTREME NETWORKS INC

EXTR|30226D106

99301

Value:

$1.3B

CoreCivic, Inc.

CXW|21871N101

63934

Value:

$1.3B

ACUITY BRANDS INC

AYI|00508Y102

4924

Value:

$1.3B

AAR CORP

AIR|000361105

23139

Value:

$1.3B

Dutch Bros Inc.

BROS|26701L100

20981

Value:

$1.3B

HALLIBURTON CO

HAL|406216101

50892(-97.5%)

Value:

$1.3B(-97.7%)

SELECT MEDICAL HOLDINGS CORP

SEM|81619Q105

76783

Value:

$1.3B

Amphastar Pharmaceuticals, Inc.

AMPH|03209R103

43986(-6.0%)

Value:

$1.3B(-26.6%)

Allison Transmission Holdings Inc

ALSN|01973R101

13318

Value:

$1.3B

UNITED COMMUNITY BANKS INC

UCB|90984P303

45125

Value:

$1.3B

KENNAMETAL INC

KMT|489170100

59490(+248.5%)

Value:

$1.3B(+209.1%)

MGIC INVESTMENT CORP

MTG|552848103

50373

Value:

$1.2B

SILICON LABORATORIES INC.

SLAB|826919102

10938

Value:

$1.2B

Ubiquiti Inc.

UI|90353W103

3956

Value:

$1.2B

TG THERAPEUTICS, INC.

TGTX|88322Q108

30756

Value:

$1.2B

PEPSICO INC

PEP|713448108

8033(-29.5%)

Value:

$1.2B(-30.5%)

KEMPER Corp

KMPR|488401100

17945

Value:

$1.2B

Instrument	Shares		Other Manager	Value
Cbiz, Inc.(CBZcusip124805102)	17.7K	QoQ NEW(+17.7K) YoY NEW(+17.7K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Dollar General Corp(DGcusip256677105)	15.2K	QoQ NEW(+15.2K) YoY -31.57% (-7.0K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY -61.44% (-$2.1M)
Ryder System Inc(Rcusip783549108)	9.3K	QoQ NEW(+9.3K) YoY NEW(+9.3K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Extreme Networks Inc(EXTRcusip30226D106)	99.3K	QoQ NEW(+99.3K) YoY -69.53% (-226.7K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY -65.07% (-$2.4M)
Corecivic, Inc.(CXWcusip21871N101)	63.9K	QoQ NEW(+63.9K) YoY NEW(+63.9K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Acuity Brands Inc(AYIcusip00508Y102)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Aar Corp(AIRcusip000361105)	23.1K	QoQ NEW(+23.1K) YoY -23.83% (-7.2K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY -28.77% (-$523.4K)
Dutch Bros Inc.(BROScusip26701L100)	21.0K	QoQ NEW(+21.0K) YoY -87.78% (-150.8K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY -77.14% (-$4.4M)
Halliburton Co(HALcusip406216101)	50.9K	QoQ -97.51% (-2.0M) YoY NEW(+50.9K)	All Managers (Combined)	$1.3M	QoQ -97.67% (-$54.3M) YoY NEW(+$1.3M)
Select Medical Holdings Corp(SEMcusip81619Q105)	76.8K	QoQ NEW(+76.8K) YoY NEW(+76.8K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Amphastar Pharmaceuticals, Inc.(AMPHcusip03209R103)	44.0K	QoQ -6.00% (-2.8K) YoY -62.42% (-73.1K)	All Managers (Combined)	$1.3M	QoQ -26.61% (-$462.4K) YoY -75.19% (-$3.9M)
Allison Transmission Holdings Inc(ALSNcusip01973R101)	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
United Community Banks Inc(UCBcusip90984P303)	45.1K	QoQ NEW(+45.1K) YoY -68.04% (-96.1K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY -65.84% (-$2.4M)
Kennametal Inc(KMTcusip489170100)	59.5K	QoQ +248.54% (+42.4K) YoY NEW(+59.5K)	All Managers (Combined)	$1.3M	QoQ +209.07% (+$857.2K) YoY NEW(+$1.3M)
Mgic Investment Corp(MTGcusip552848103)	50.4K	QoQ NEW(+50.4K) YoY NEW(+50.4K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
Silicon Laboratories Inc.(SLABcusip826919102)	10.9K	QoQ NEW(+10.9K) YoY NEW(+10.9K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
Ubiquiti Inc.(UIcusip90353W103)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
Tg Therapeutics, Inc.(TGTXcusip88322Q108)	30.8K	QoQ NEW(+30.8K) YoY -13.92% (-5.0K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY +123.14% (-$669.3K)
Pepsico Inc(PEPcusip713448108)	8.0K	QoQ -29.49% (-3.4K) YoY NEW(+8.0K)	All Managers (Combined)	$1.2M	QoQ -30.48% (-$528.1K) YoY NEW(+$1.2M)
Kemper Corp(KMPRcusip488401100)	17.9K	QoQ NEW(+17.9K) YoY -33.45% (-9.0K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY -28.16% (-$470.2K)