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 23 of 34
CBIZ, Inc.
Shares:
17667
Value:
$1.3B
DOLLAR GENERAL CORP
Shares:
15194
Value:
$1.3B
RYDER SYSTEM INC
Shares:
9263
Value:
$1.3B
EXTREME NETWORKS INC
Shares:
99301
Value:
$1.3B
CoreCivic, Inc.
Shares:
63934
Value:
$1.3B
ACUITY BRANDS INC
Shares:
4924
Value:
$1.3B
AAR CORP
Shares:
23139
Value:
$1.3B
Dutch Bros Inc.
Shares:
20981
Value:
$1.3B
HALLIBURTON CO
Shares:
50892(-97.5%)
Value:
$1.3B(-97.7%)
SELECT MEDICAL HOLDINGS CORP
Shares:
76783
Value:
$1.3B
Amphastar Pharmaceuticals, Inc.
Shares:
43986(-6.0%)
Value:
$1.3B(-26.6%)
Allison Transmission Holdings Inc
Shares:
13318
Value:
$1.3B
UNITED COMMUNITY BANKS INC
Shares:
45125
Value:
$1.3B
KENNAMETAL INC
Shares:
59490(+248.5%)
Value:
$1.3B(+209.1%)
MGIC INVESTMENT CORP
Shares:
50373
Value:
$1.2B
SILICON LABORATORIES INC.
Shares:
10938
Value:
$1.2B
Ubiquiti Inc.
Shares:
3956
Value:
$1.2B
TG THERAPEUTICS, INC.
Shares:
30756
Value:
$1.2B
PEPSICO INC
Shares:
8033(-29.5%)
Value:
$1.2B(-30.5%)
KEMPER Corp
Shares:
17945
Value:
$1.2B