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

Search and click to pin securities to the top

Page 8 of 34

Sort by:

KB HOME

KBH|48666K109

181027(+1904.1%)

Value:

$10.5B(+1672.3%)

CHART INDUSTRIES INC

GTLS|16115Q308

72841

Value:

$10.5B

Bloom Energy Corp

BE|093712107

533447(+33.2%)

Value:

$10.5B(+17.9%)

LITHIA MOTORS INC

LAD|536797103

35626

Value:

$10.5B

477839104

85238

Value:

$10.4B

Smurfit Westrock plc

SW|G8267P108

229257

Value:

$10.3B

GENERAC HOLDINGS INC.

GNRC|368736104

79327(-44.2%)

Value:

$10.0B(-54.5%)

SM Energy Co

SM|78454L100

333550(+3635.6%)

Value:

$10.0B(+2786.5%)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

23712

Value:

$10.0B

SIRIUS XM HOLDINGS INC.

SIRI|829933100

439703

Value:

$9.9B

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

113227(+56.1%)

Value:

$9.6B(+70.2%)

RBC Bearings INC

RBC|75524B104

29500

Value:

$9.5B

Toll Brothers, Inc.

TOL|889478103

89757(+1089.8%)

Value:

$9.5B(+897.5%)

SentinelOne, Inc.

S|81730H109

520886

Value:

$9.5B

LOCKHEED MARTIN CORP

LMT|539830109

20823(-59.7%)

Value:

$9.3B(-62.9%)

Snap-on Inc

SNA|833034101

27232

Value:

$9.2B

Ares Management Corp

ARES|03990B101

61935

Value:

$9.1B

Academy Sports & Outdoors, Inc.

ASO|00402L107

197294

Value:

$9.0B

Owens Corning

OC|690742101

62355(-53.2%)

Value:

$8.9B(-60.8%)

CyberArk Software Ltd.

CYBR|M2682V108

26129

Value:

$8.8B

Instrument	Shares		Other Manager	Value
Kb Home(KBHcusip48666K109)	181.0K	QoQ +1904.06% (+172.0K) YoY +285.49% (+134.1K)	All Managers (Combined)	$10.5M	QoQ +1672.30% (+$9.9M) YoY +216.09% (+$7.2M)
Chart Industries Inc(GTLScusip16115Q308)	72.8K	QoQ NEW(+72.8K) YoY NEW(+72.8K)	All Managers (Combined)	$10.5M	QoQ NEW(+$10.5M) YoY NEW(+$10.5M)
Bloom Energy Corp(BEcusip093712107)	533.4K	QoQ +33.20% (+133.0K) YoY NEW(+533.4K)	All Managers (Combined)	$10.5M	QoQ +17.90% (+$1.6M) YoY NEW(+$10.5M)
Lithia Motors Inc(LADcusip536797103)	35.6K	QoQ NEW(+35.6K) YoY +848.00% (+31.9K)	All Managers (Combined)	$10.5M	QoQ NEW(+$10.5M) YoY +824.93% (+$9.3M)
(cusip477839104)✕	85.2K	QoQ NEW(+85.2K) YoY NEW(+85.2K)	All Managers (Combined)	$10.4M	QoQ NEW(+$10.4M) YoY NEW(+$10.4M)
Smurfit Westrock Plc(SWcusipG8267P108)	229.3K	QoQ NEW(+229.3K) YoY NEW(+229.3K)	All Managers (Combined)	$10.3M	QoQ NEW(+$10.3M) YoY NEW(+$10.3M)
Generac Holdings Inc.(GNRCcusip368736104)	79.3K	QoQ -44.23% (-62.9K) YoY NEW(+79.3K)	All Managers (Combined)	$10.0M	QoQ -54.45% (-$12.0M) YoY NEW(+$10.0M)
Sm Energy Co(SMcusip78454L100)	333.6K	QoQ +3635.58% (+324.6K) YoY NEW(+333.6K)	All Managers (Combined)	$10.0M	QoQ +2786.49% (+$9.6M) YoY NEW(+$10.0M)
Idexx Laboratories Inc /De(IDXXcusip45168D104)	23.7K	QoQ NEW(+23.7K) YoY -77.09% (-79.8K)	All Managers (Combined)	$10.0M	QoQ NEW(+$10.0M) YoY -82.18% (-$45.9M)
Sirius Xm Holdings Inc.(SIRIcusip829933100)	439.7K	QoQ NEW(+439.7K) YoY NEW(+439.7K)	All Managers (Combined)	$9.9M	QoQ NEW(+$9.9M) YoY NEW(+$9.9M)
Principal Financial Group Inc(PFGcusip74251V102)	113.2K	QoQ +56.15% (+40.7K) YoY NEW(+113.2K)	All Managers (Combined)	$9.6M	QoQ +70.19% (+$3.9M) YoY NEW(+$9.6M)
Rbc Bearings Inc(RBCcusip75524B104)	29.5K	QoQ NEW(+29.5K) YoY +77.80% (+12.9K)	All Managers (Combined)	$9.5M	QoQ NEW(+$9.5M) YoY +111.62% (+$5.0M)
Toll Brothers, Inc.(TOLcusip889478103)	89.8K	QoQ +1089.77% (+82.2K) YoY NEW(+89.8K)	All Managers (Combined)	$9.5M	QoQ +897.45% (+$8.5M) YoY NEW(+$9.5M)
Sentinelone, Inc.(Scusip81730H109)	520.9K	QoQ NEW(+520.9K) YoY NEW(+520.9K)	All Managers (Combined)	$9.5M	QoQ NEW(+$9.5M) YoY NEW(+$9.5M)
Lockheed Martin Corp(LMTcusip539830109)	20.8K	QoQ -59.68% (-30.8K) YoY NEW(+20.8K)	All Managers (Combined)	$9.3M	QoQ -62.93% (-$15.8M) YoY NEW(+$9.3M)
Snap-On Inc(SNAcusip833034101)	27.2K	QoQ NEW(+27.2K) YoY NEW(+27.2K)	All Managers (Combined)	$9.2M	QoQ NEW(+$9.2M) YoY NEW(+$9.2M)
Ares Management Corp(AREScusip03990B101)	61.9K	QoQ NEW(+61.9K) YoY -69.74% (-142.8K)	All Managers (Combined)	$9.1M	QoQ NEW(+$9.1M) YoY -66.64% (-$18.1M)
Academy Sports & Outdoors, Inc.(ASOcusip00402L107)	197.3K	QoQ NEW(+197.3K) YoY NEW(+197.3K)	All Managers (Combined)	$9.0M	QoQ NEW(+$9.0M) YoY NEW(+$9.0M)
Owens Corning(OCcusip690742101)	62.4K	QoQ -53.21% (-70.9K) YoY NEW(+62.4K)	All Managers (Combined)	$8.9M	QoQ -60.76% (-$13.8M) YoY NEW(+$8.9M)
Cyberark Software Ltd.(CYBRcusipM2682V108)	26.1K	QoQ NEW(+26.1K) YoY NEW(+26.1K)	All Managers (Combined)	$8.8M	QoQ NEW(+$8.8M) YoY NEW(+$8.8M)