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 27 of 34
BUCKLE INC
Shares:
20101
Value:
$770.3M
Xerox Holdings Corp
Shares:
158561
Value:
$765.9M
MONRO, INC.
Shares:
51359
Value:
$743.2M
Axalta Coating Systems Ltd.
Shares:
22317(-82.2%)
Value:
$740.3M(-82.8%)
PACIFIC PREMIER BANCORP INC
Shares:
34598
Value:
$737.6M
Wheaton Precious Metals Corp.
Shares:
9445(-29.1%)
Value:
$733.2M(-2.1%)
NEWS CORP
Shares:
26741(-82.1%)
Value:
$727.9M(-82.3%)
Reynolds Consumer Products Inc.
Shares:
30491
Value:
$727.5M
TRUPANION, INC.
Shares:
19213
Value:
$716.1M
Morningstar, Inc.
Shares:
2381
Value:
$714.0M
Schrodinger, Inc.
Shares:
36059
Value:
$711.8M
76009N100
Shares:
29707(-35.4%)
Value:
$711.8M(-46.9%)
TRAVELERS COMPANIES, INC.
Shares:
2687(-97.6%)
Value:
$710.6M(-97.4%)
BALCHEM CORP
Shares:
4278
Value:
$710.1M
Madison Square Garden Sports Corp.
Shares:
3641
Value:
$709.0M
PITNEY BOWES INC /DE/
Shares:
77173
Value:
$698.4M
ASSURANT, INC.
Shares:
3321(+47.6%)
Value:
$696.6M(+45.2%)
Celldex Therapeutics, Inc.
Shares:
38344(+10.9%)
Value:
$695.9M(-20.3%)
LA-Z-BOY INC
Shares:
17528
Value:
$685.2M
AGCO CORP /DE
Shares:
7368
Value:
$682.1M