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 30 of 34
NAPCO SECURITY TECHNOLOGIES, INC
Shares:
20666
Value:
$475.7M
UNION PACIFIC CORP
Shares:
1972
Value:
$465.9M
Eastern Bankshares, Inc.
Shares:
28173
Value:
$462.0M
ROSS STORES, INC.
Shares:
3427(-99.0%)
Value:
$437.9M(-99.1%)
EQT Corp
Shares:
8146(+44.0%)
Value:
$435.2M(+66.9%)
METHANEX CORP
Shares:
12375
Value:
$434.2M
SYSCO CORP
Shares:
5732
Value:
$430.1M
Essential Utilities, Inc.
Shares:
10761
Value:
$425.4M
INTEGRA LIFESCIENCES HOLDINGS CORP
Shares:
19293
Value:
$424.3M
Lightspeed Commerce Inc.
Shares:
48361(+182.4%)
Value:
$423.2M(+62.2%)
GRAPHIC PACKAGING HOLDING CO
Shares:
16193(-55.8%)
Value:
$420.4M(-57.8%)
Brookfield Infrastructure Corp
Shares:
11301
Value:
$409.0M
KIMBERLY CLARK CORP
Shares:
2866
Value:
$407.6M
Synchrony Financial
Shares:
7630(-81.5%)
Value:
$403.9M(-85.0%)
WESTLAKE CORP
Shares:
4036(+76.1%)
Value:
$403.7M(+53.6%)
Fortive Corp
Shares:
5416
Value:
$396.3M
WK Kellogg Co
Shares:
19132
Value:
$381.3M
MAG SILVER CORP
Shares:
24946
Value:
$381.2M
NETFLIX INC
Shares:
404(-98.3%)
Value:
$376.7M(-98.3%)
VALVOLINE INC
Shares:
10817(-70.8%)
Value:
$376.5M(-71.9%)