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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Janus International Group, Inc.

JBI|47103N106

125123

Value:

$900.9M

ASSOCIATED BANC-CORP

ASB|045487105

39972

Value:

$900.6M

QUAKER CHEMICAL CORP

KWR|747316107

7265

Value:

$898.0M

Jazz Pharmaceuticals plc

JAZZ|G50871105

7178

Value:

$891.1M

CME GROUP INC.

CME|12572Q105

3329

Value:

$883.1M

Six Flags Entertainment Corporation/NEW

FUN|83001C108

24568

Value:

$876.3M

Addus HomeCare Corp

ADUS|006739106

8803

Value:

$870.5M

SEMPRA

SRE|816851109

12103

Value:

$863.7M

SL GREEN REALTY CORP

SLG|78440X887

14546

Value:

$839.3M

GameStop Corp.

GME|36467W109

37537

Value:

$837.8M

AMICUS THERAPEUTICS, INC.

FOLD|03152W109

101849

Value:

$831.1M

BOSTON SCIENTIFIC CORP

BSX|101137107

8183

Value:

$825.5M

Skyward Specialty Insurance Group, Inc.

SKWD|830940102

15500

Value:

$820.3M

Johnson Controls International plc

JCI|G51502105

9989

Value:

$800.2M

MODINE MANUFACTURING CO

MOD|607828100

10426

Value:

$800.2M

BGC Group, Inc.

BGC|088929104

87102

Value:

$798.7M

GENERAL MILLS INC

GIS|370334104

13296

Value:

$795.0M

MSA Safety Inc

MSA|553498106

5409

Value:

$793.4M

DYNAVAX TECHNOLOGIES CORP

DVAX|268158201

61141(-2.5%)

Value:

$793.0M(-1.0%)

CULLEN/FROST BANKERS, INC.

CFR|229899109

6296

Value:

$788.3M

Instrument	Shares		Other Manager	Value
Janus International Group, Inc.(JBIcusip47103N106)	125.1K	QoQ NEW(+125.1K) YoY +263.27% (+90.7K)	All Managers (Combined)	$900.9K	QoQ NEW(+$900.9K) YoY +72.87% (+$379.8K)
Associated Banc-Corp(ASBcusip045487105)	40.0K	QoQ NEW(+40.0K) YoY +294.82% (+29.8K)	All Managers (Combined)	$900.6K	QoQ NEW(+$900.6K) YoY +313.54% (+$682.8K)
Quaker Chemical Corp(KWRcusip747316107)	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$898.0K	QoQ NEW(+$898.0K) YoY NEW(+$898.0K)
Jazz Pharmaceuticals Plc(JAZZcusipG50871105)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$891.1K	QoQ NEW(+$891.1K) YoY NEW(+$891.1K)
Cme Group Inc.(CMEcusip12572Q105)	3.3K	QoQ NEW(+3.3K) YoY -92.96% (-44.0K)	All Managers (Combined)	$883.1K	QoQ NEW(+$883.1K) YoY -91.32% (-$9.3M)
Six Flags Entertainment Corporation/New(FUNcusip83001C108)	24.6K	QoQ NEW(+24.6K) YoY NEW(+24.6K)	All Managers (Combined)	$876.3K	QoQ NEW(+$876.3K) YoY NEW(+$876.3K)
Addus Homecare Corp(ADUScusip006739106)	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$870.5K	QoQ NEW(+$870.5K) YoY NEW(+$870.5K)
Sempra(SREcusip816851109)	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$863.7K	QoQ NEW(+$863.7K) YoY NEW(+$863.7K)
Sl Green Realty Corp(SLGcusip78440X887)	14.5K	QoQ NEW(+14.5K) YoY NEW(+14.5K)	All Managers (Combined)	$839.3K	QoQ NEW(+$839.3K) YoY NEW(+$839.3K)
Gamestop Corp.(GMEcusip36467W109)	37.5K	QoQ NEW(+37.5K) YoY NEW(+37.5K)	All Managers (Combined)	$837.8K	QoQ NEW(+$837.8K) YoY NEW(+$837.8K)
Amicus Therapeutics, Inc.(FOLDcusip03152W109)	101.8K	QoQ NEW(+101.8K) YoY NEW(+101.8K)	All Managers (Combined)	$831.1K	QoQ NEW(+$831.1K) YoY NEW(+$831.1K)
Boston Scientific Corp(BSXcusip101137107)	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$825.5K	QoQ NEW(+$825.5K) YoY NEW(+$825.5K)
Skyward Specialty Insurance Group, Inc.(SKWDcusip830940102)	15.5K	QoQ NEW(+15.5K) YoY NEW(+15.5K)	All Managers (Combined)	$820.3K	QoQ NEW(+$820.3K) YoY NEW(+$820.3K)
Johnson Controls International Plc(JCIcusipG51502105)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$800.2K	QoQ NEW(+$800.2K) YoY NEW(+$800.2K)
Modine Manufacturing Co(MODcusip607828100)	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$800.2K	QoQ NEW(+$800.2K) YoY NEW(+$800.2K)
Bgc Group, Inc.(BGCcusip088929104)	87.1K	QoQ NEW(+87.1K) YoY NEW(+87.1K)	All Managers (Combined)	$798.7K	QoQ NEW(+$798.7K) YoY NEW(+$798.7K)
General Mills Inc(GIScusip370334104)	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$795.0K	QoQ NEW(+$795.0K) YoY NEW(+$795.0K)
Msa Safety Inc(MSAcusip553498106)	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$793.4K	QoQ NEW(+$793.4K) YoY NEW(+$793.4K)
Dynavax Technologies Corp(DVAXcusip268158201)	61.1K	QoQ -2.55% (-1.6K) YoY -66.65% (-122.2K)	All Managers (Combined)	$793.0K	QoQ -1.02% (-$8.2K) YoY -65.15% (-$1.5M)
Cullen/Frost Bankers, Inc.(CFRcusip229899109)	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$788.3K	QoQ NEW(+$788.3K) YoY NEW(+$788.3K)