Twinbeech Capital LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001769646
- Manager Name
- Twinbeech Capital LP
Data Enrichment
99% identified672 identified8 unidentified
Holdings
680 positions
Manager:
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Page 27 of 34
76009N100
Shares:
29707(-35.4%)
Value:
$711.8M(-46.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Buckle Inc(BKEcusip118440106) | 20.1K | QoQ NEW(+20.1K) | All Managers (Combined) | $770.3K | QoQ NEW(+$770.3K) |
158.6K | QoQ NEW(+158.6K) | All Managers (Combined) | $765.9K | QoQ NEW(+$765.9K) | |
Monro, Inc.(MNROcusip610236101) | 51.4K | QoQ NEW(+51.4K) YoY NEW(+51.4K) | All Managers (Combined) | $743.2K | QoQ NEW(+$743.2K) YoY NEW(+$743.2K) |
22.3K | YoY NEW(+22.3K) | All Managers (Combined) | $740.3K | YoY NEW(+$740.3K) | |
34.6K | QoQ NEW(+34.6K) YoY NEW(+34.6K) | All Managers (Combined) | $737.6K | QoQ NEW(+$737.6K) YoY NEW(+$737.6K) | |
9.4K | YoY NEW(+9.4K) | All Managers (Combined) | $733.2K | YoY NEW(+$733.2K) | |
26.7K | All Managers (Combined) | $727.9K | |||
30.5K | QoQ NEW(+30.5K) YoY NEW(+30.5K) | All Managers (Combined) | $727.5K | QoQ NEW(+$727.5K) YoY NEW(+$727.5K) | |
Trupanion, Inc.(TRUPcusip898202106) | 19.2K | QoQ NEW(+19.2K) YoY NEW(+19.2K) | All Managers (Combined) | $716.1K | QoQ NEW(+$716.1K) YoY NEW(+$716.1K) |
2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $714.0K | QoQ NEW(+$714.0K) YoY NEW(+$714.0K) | |
36.1K | QoQ NEW(+36.1K) YoY NEW(+36.1K) | All Managers (Combined) | $711.8K | QoQ NEW(+$711.8K) YoY NEW(+$711.8K) | |
(cusip76009N100)✕ | 29.7K | YoY NEW(+29.7K) | All Managers (Combined) | $711.8K | YoY NEW(+$711.8K) |
2.7K | YoY NEW(+2.7K) | All Managers (Combined) | $710.6K | YoY NEW(+$710.6K) | |
Balchem Corp(BCPCcusip057665200) | 4.3K | QoQ NEW(+4.3K) YoY NEW(+4.3K) | All Managers (Combined) | $710.1K | QoQ NEW(+$710.1K) YoY NEW(+$710.1K) |
3.6K | QoQ NEW(+3.6K) YoY NEW(+3.6K) | All Managers (Combined) | $709.0K | QoQ NEW(+$709.0K) YoY NEW(+$709.0K) | |
77.2K | QoQ NEW(+77.2K) YoY NEW(+77.2K) | All Managers (Combined) | $698.4K | QoQ NEW(+$698.4K) YoY NEW(+$698.4K) | |
Assurant, Inc.(AIZcusip04621X108) | 3.3K | YoY NEW(+3.3K) | All Managers (Combined) | $696.6K | YoY NEW(+$696.6K) |
38.3K | All Managers (Combined) | $695.9K | |||
La-Z-Boy Inc(LZBcusip505336107) | 17.5K | QoQ NEW(+17.5K) YoY NEW(+17.5K) | All Managers (Combined) | $685.2K | QoQ NEW(+$685.2K) YoY NEW(+$685.2K) |
Agco Corp /De(AGCOcusip001084102) | 7.4K | QoQ NEW(+7.4K) YoY NEW(+7.4K) | All Managers (Combined) | $682.1K | QoQ NEW(+$682.1K) YoY NEW(+$682.1K) |