Twinbeech Capital LP Purchases in Q3 2025

Twinbeech Capital LP

  • $2.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
24.9K
New
$41.81 - $51.72 $1.04M - $1.29M
24.9K $1.04M
QCOM
Qualcomm Inc

Technology
6.19K
New
$145.84 - $173.55 $902K - $1.07M
6.19K $1.03M
BDC
Belden Inc.

Technology
8.45K
New
$115.58 - $133.49 $977K - $1.13M
8.45K $1.02M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
17.4K
New
$58.33 - $68.56 $1.01M - $1.19M
17.4K $1.01M
EXP
Eagle Materials Inc

Basic Materials
4.32K
New
$209.12 - $242.26 $904K - $1.05M
4.32K $1.01M
ADI
Analog Devices Inc

Technology
4.1K
New
$220.68 - $255.63 $904K - $1.05M
4.1K $1.01M
ERIE
Erie Indemnity CO

Financial Services
3.16K
New
$312.95 - $368.96 $990K - $1.17M
3.16K $1.01M
HIW
Highwoods Properties, Inc.

Real Estate
31.4K
New
$28.32 - $32.39 $888K - $1.02M
31.4K $997K
NOMD
Nomad Foods LTD

Consumer Defensive
82K
+ 348.46%
$12.91 - $18.18 $1.06M - $1.49M
105K $1.39M
KRG
Kite Realty Group Trust

Real Estate
44.2K
New
$20.94 - $23.26 $925K - $1.03M
44.2K $984K
UFPT
Ufp Technologies Inc

Healthcare
4.82K
New
$190.04 - $252.55 $915K - $1.22M
4.82K $961K
ZG
Zillow Group, Inc.

Communication Services
12.8K
New
$68.95 - $86.76 $880K - $1.11M
12.8K $949K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
33.5K
New
$26.76 - $38.05 $895K - $1.27M
33.5K $922K
LSTR
Landstar System Inc

Industrials
7.42K
New
$120.68 - $146.55 $895K - $1.09M
7.42K $909K
LPG
Dorian Lpg Ltd.

Energy
30.3K
New
$24.6 - $32.7 $745K - $991K
30.3K $902K
JKHY
Henry Jack & Associates Inc

Technology
5.98K
New
$148.45 - $182.09 $887K - $1.09M
5.98K $890K
FLO
Flowers Foods Inc

Consumer Defensive
68.1K
New
$12.68 - $16.76 $863K - $1.14M
68.1K $888K
AKR
Acadia Realty Trust

Real Estate
43.8K
New
$18.07 - $20.37 $791K - $892K
43.8K $882K
PARR
Par Pacific Holdings, Inc.

Energy
24.5K
New
$27.09 - $37.84 $665K - $929K
24.5K $869K
SFNC
Simmons First National Corp

Financial Services
44K
+ 211.65%
$18.71 - $21.16 $823K - $931K
64.8K $1.24M
FROG
J Frog LTD

Technology
17.7K
New
$38.79 - $50.43 $688K - $895K
17.7K $839K
TOL
Toll Brothers, Inc.

Consumer Cyclical
6.03K
New
$113.78 - $148.0 $687K - $893K
6.03K $833K
OGN
Organon & Co.

Healthcare
57.3K
+ 26.9%
$8.4 - $10.85 $481K - $621K
270K $2.88M
GOGO
Gogo Inc.

Communication Services
95.9K
New
$8.5 - $16.54 $815K - $1.59M
95.9K $823K
C
Citigroup Inc

Financial Services
7.21K
+ 134.99%
$85.57 - $103.49 $617K - $747K
12.6K $1.27M
HAE
Haemonetics Corp

Healthcare
16.8K
New
$47.67 - $78.17 $801K - $1.31M
16.8K $819K
VRSN
Verisign Inc

Technology
2.73K
New
$263.02 - $305.98 $717K - $834K
2.73K $761K
LUV
Southwest Airlines CO

Industrials
23.4K
New
$29.06 - $37.7 $680K - $883K
23.4K $747K
AVPT
Ave Point, Inc.

Technology
61.8K
+ 138.5%
$14.33 - $19.31 $886K - $1.19M
106K $1.6M
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
45.6K
New
$16.03 - $19.21 $732K - $877K
45.6K $735K
OCUL
Ocular Therapeutix, Inc

Healthcare
62.8K
New
$9.09 - $13.6 $571K - $855K
62.8K $734K
KEX
Kirby Corp

Industrials
8.79K
New
$82.64 - $120.83 $726K - $1.06M
8.79K $733K
SON
Sonoco Products CO

Consumer Cyclical
16.8K
+ 40.77%
$42.77 - $48.68 $721K - $820K
58.2K $2.51M
NTAP
Net App, Inc.

Technology
5.89K
New
$101.1 - $126.36 $596K - $745K
5.89K $697K
NI
Nisource Inc.

Utilities
15.9K
New
$39.0 - $43.33 $620K - $689K
15.9K $688K
ASAN
Asana, Inc.

Technology
49.9K
New
$12.8 - $15.35 $639K - $766K
49.9K $666K
KMT
Kennametal Inc

Industrials
31.3K
New
$19.97 - $25.7 $626K - $805K
31.3K $655K
BK
Bank Of New York Mellon Corp

Financial Services
6K
New
$90.65 - $109.75 $544K - $659K
6K $653K
AMP
Ameriprise Financial Inc

Financial Services
1.38K
+ 210.24%
$486.13 - $544.55 $668K - $749K
2.03K $996K
CNHI
Cnh Industrial N.V.

Industrials
62.1K
New
N/A
62.1K $646K
MTG
Mgic Investment Corp

Financial Services
22.4K
New
$25.06 - $28.92 $562K - $649K
22.4K $636K
PAYO
Payoneer Global Inc.

Technology
100K
New
$6.05 - $7.42 $605K - $742K
100K $604K
CHD
Church & Dwight CO Inc

Consumer Defensive
6.85K
New
$85.84 - $99.09 $588K - $678K
6.85K $599K
NOV
Nov Inc.

Energy
44.6K
New
$11.88 - $14.16 $530K - $632K
44.6K $591K
CMCSA
Comcast Corp

Communication Services
21K
+ 130.67%
$31.41 - $36.33 $660K - $763K
37.1K $1.17M
TXG
10x Genomics, Inc.

Healthcare
50.5K
New
$11.34 - $14.64 $572K - $739K
50.5K $589K
GFF
Griffon Corp

Industrials
7.73K
New
$67.97 - $82.65 $526K - $639K
7.73K $588K
HBAN
Huntington Bancshares Inc

Financial Services
33.9K
New
$15.87 - $17.88 $538K - $606K
33.9K $585K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
51.9K
New
$7.47 - $13.14 $388K - $682K
51.9K $573K
Activity Summary
Buys All Purchases 379 New Holdings 309 Increased Positions 70 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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