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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MCDONALDS CORP

MCD|580135101

2167

Value:

$676.9M

FEDERAL SIGNAL CORP /DE/

FSS|313855108

9185

Value:

$675.6M

Customers Bancorp, Inc.

CUBI|23204G100

13361(-82.3%)

Value:

$670.7M(-81.7%)

CareTrust REIT, Inc.

CTRE|14174T107

23218

Value:

$663.6M

Century Communities, Inc.

CCS|156504300

9794(-18.9%)

Value:

$657.2M(-25.8%)

CALERES INC

CAL|129500104

37843

Value:

$652.0M

JOHN WILEY & SONS, INC.

WLY|968223206

14584(+149.9%)

Value:

$649.9M(+154.8%)

BRADY CORP

BRC|104674106

9184

Value:

$648.8M

WASTE MANAGEMENT INC

WM|94106L109

2777(-99.2%)

Value:

$642.9M(-99.1%)

PLEXUS CORP

PLXS|729132100

5005

Value:

$641.3M

Alarm.com Holdings, Inc.

ALRM|011642105

11393(+74.5%)

Value:

$634.0M(+59.7%)

EASTMAN CHEMICAL CO

EMN|277432100

7184

Value:

$633.0M

Urban Edge Properties

UE|91704F104

33259

Value:

$631.9M

Hayward Holdings, Inc.

HAYW|421298100

45031

Value:

$626.8M

BIOCRYST PHARMACEUTICALS INC

BCRX|09058V103

83470

Value:

$626.0M

AMERIPRISE FINANCIAL INC

AMP|03076C106

1291(-92.5%)

Value:

$625.0M(-93.2%)

TC ENERGY CORP

TRP|87807B107

13077(+9.1%)

Value:

$617.4M(+10.7%)

EXELON CORP

EXC|30161N101

13332

Value:

$614.3M

Dyne Therapeutics, Inc.

DYN|26818M108

58525

Value:

$612.2M

Sylvamo Corp

SLVM|871332102

9107

Value:

$610.8M

Instrument	Shares		Other Manager	Value
Mcdonalds Corp(MCDcusip580135101)	2.2K	QoQ NEW(+2.2K) YoY -93.95% (-33.7K)	All Managers (Combined)	$676.9K	QoQ NEW(+$676.9K) YoY -93.30% (-$9.4M)
Federal Signal Corp /De/(FSScusip313855108)	9.2K	QoQ NEW(+9.2K) YoY -79.02% (-34.6K)	All Managers (Combined)	$675.6K	QoQ NEW(+$675.6K) YoY -81.82% (-$3.0M)
Customers Bancorp, Inc.(CUBIcusip23204G100)	13.4K	QoQ -82.27% (-62.0K) YoY NEW(+13.4K)	All Managers (Combined)	$670.7K	QoQ -81.71% (-$3.0M) YoY NEW(+$670.7K)
Caretrust Reit, Inc.(CTREcusip14174T107)	23.2K	QoQ NEW(+23.2K) YoY NEW(+23.2K)	All Managers (Combined)	$663.6K	QoQ NEW(+$663.6K) YoY NEW(+$663.6K)
Century Communities, Inc.(CCScusip156504300)	9.8K	QoQ -18.86% (-2.3K) YoY -54.31% (-11.6K)	All Managers (Combined)	$657.2K	QoQ -25.78% (-$228.4K) YoY -68.23% (-$1.4M)
Caleres Inc(CALcusip129500104)	37.8K	QoQ NEW(+37.8K) YoY +270.68% (+27.6K)	All Managers (Combined)	$652.0K	QoQ NEW(+$652.0K) YoY +55.66% (+$233.2K)
John Wiley & Sons, Inc.(WLYcusip968223206)	14.6K	QoQ +149.89% (+8.7K) YoY NEW(+14.6K)	All Managers (Combined)	$649.9K	QoQ +154.75% (+$394.8K) YoY NEW(+$649.9K)
Brady Corp(BRCcusip104674106)	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$648.8K	QoQ NEW(+$648.8K) YoY NEW(+$648.8K)
Waste Management Inc(WMcusip94106L109)	2.8K	QoQ -99.19% (-343.7K) YoY NEW(+2.8K)	All Managers (Combined)	$642.9K	QoQ -99.08% (-$69.3M) YoY NEW(+$642.9K)
Plexus Corp(PLXScusip729132100)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$641.3K	QoQ NEW(+$641.3K) YoY NEW(+$641.3K)
Alarm.Com Holdings, Inc.(ALRMcusip011642105)	11.4K	QoQ +74.52% (+4.9K) YoY -1.35% (-156)	All Managers (Combined)	$634.0K	QoQ +59.74% (+$237.1K) YoY -24.24% (-$202.9K)
Eastman Chemical Co(EMNcusip277432100)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$633.0K	QoQ NEW(+$633.0K) YoY NEW(+$633.0K)
Urban Edge Properties(UEcusip91704F104)	33.3K	QoQ NEW(+33.3K) YoY NEW(+33.3K)	All Managers (Combined)	$631.9K	QoQ NEW(+$631.9K) YoY NEW(+$631.9K)
Hayward Holdings, Inc.(HAYWcusip421298100)	45.0K	QoQ NEW(+45.0K) YoY -86.94% (-299.9K)	All Managers (Combined)	$626.8K	QoQ NEW(+$626.8K) YoY -88.12% (-$4.7M)
Biocryst Pharmaceuticals Inc(BCRXcusip09058V103)	83.5K	QoQ NEW(+83.5K) YoY NEW(+83.5K)	All Managers (Combined)	$626.0K	QoQ NEW(+$626.0K) YoY NEW(+$626.0K)
Ameriprise Financial Inc(AMPcusip03076C106)	1.3K	QoQ -92.47% (-15.9K) YoY NEW(+1.3K)	All Managers (Combined)	$625.0K	QoQ -93.15% (-$8.5M) YoY NEW(+$625.0K)
Tc Energy Corp(TRPcusip87807B107)	13.1K	QoQ +9.08% (+1.1K) YoY NEW(+13.1K)	All Managers (Combined)	$617.4K	QoQ +10.67% (+$59.6K) YoY NEW(+$617.4K)
Exelon Corp(EXCcusip30161N101)	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$614.3K	QoQ NEW(+$614.3K) YoY NEW(+$614.3K)
Dyne Therapeutics, Inc.(DYNcusip26818M108)	58.5K	QoQ NEW(+58.5K) YoY NEW(+58.5K)	All Managers (Combined)	$612.2K	QoQ NEW(+$612.2K) YoY NEW(+$612.2K)
Sylvamo Corp(SLVMcusip871332102)	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$610.8K	QoQ NEW(+$610.8K) YoY NEW(+$610.8K)