Twinbeech Capital LP Purchases in Q3 2025

Twinbeech Capital LP

  • $2.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.72K
New
$264.74 - $369.57 $455K - $635K
1.72K $566K
DRH
Diamond Rock Hospitality CO

Real Estate
70.2K
New
$7.57 - $8.6 $531K - $603K
70.2K $558K
VNT
Vontier Corp

Technology
13.3K
New
$37.48 - $43.71 $497K - $580K
13.3K $556K
LANC
Lancaster Colony Corp

Consumer Defensive
3.02K
New
$171.5 - $183.37 $518K - $554K
3.02K $548K
DNOW
Now Inc.

Energy
35.7K
New
$13.65 - $16.2 $488K - $579K
35.7K $544K
U
Unity Software Inc.

Technology
13.5K
New
$24.01 - $46.53 $323K - $627K
13.5K $539K
ASB
Associated Banc Corp

Financial Services
19.9K
+ 156.07%
$23.78 - $27.01 $473K - $537K
32.6K $838K
NCNO
N Cino, Inc.

Technology
19.5K
New
$26.19 - $32.69 $510K - $636K
19.5K $527K
CRBG
Corebridge Financial, Inc.

Financial Services
15.8K
New
$31.36 - $35.94 $497K - $569K
15.8K $507K
CFG
Citizens Financial Group Inc

Financial Services
9.5K
New
$46.1 - $53.65 $438K - $510K
9.5K $505K
COP
Conocophillips

Energy
4.78K
New
$91.0 - $98.99 $435K - $473K
4.78K $452K
XOM
Exxon Mobil Corp

Energy
3.93K
New
$105.83 - $117.22 $416K - $461K
3.93K $443K
NYT
New York Times CO

Communication Services
7.66K
New
$51.43 - $61.95 $394K - $475K
7.66K $439K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
6.54K
New
$59.28 - $71.9 $388K - $471K
6.54K $431K
NFLX
Netflix Inc

Communication Services
354
New
$1147.87 - $1297.18 $406K - $459K
354 $424K
GFL
Gfl Environmental Inc.

Industrials
8.86K
New
$45.97 - $51.03 $407K - $452K
8.86K $419K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.66K
New
$86.72 - $111.84 $317K - $409K
3.66K $408K
MANH
Manhattan Associates Inc

Technology
1.92K
New
$196.16 - $227.94 $377K - $438K
1.92K $394K
UCBI
United Community Banks Inc

Financial Services
13.5K
New
N/A
13.5K $393K
OXM
Oxford Industries Inc

Consumer Cyclical
9.62K
New
$36.97 - $51.58 $356K - $496K
9.62K $390K
GTES
Gates Industrial Corp PLC

Industrials
15.7K
New
$23.38 - $26.14 $368K - $412K
15.7K $390K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
6.98K
New
$53.89 - $68.51 $376K - $478K
6.98K $381K
NUE
Nucor Corp

Basic Materials
2.74K
New
$133.3 - $150.33 $366K - $412K
2.74K $371K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
6.59K
New
$50.98 - $67.62 $336K - $446K
6.59K $371K
CWEN
Clearway Energy, Inc.

Utilities
13.1K
New
$27.89 - $32.98 $366K - $433K
13.1K $371K
LZB
La Z Boy Inc

Consumer Cyclical
10.8K
New
$33.69 - $40.03 $363K - $432K
10.8K $370K
PTC
Ptc Inc.

Technology
1.77K
New
$173.07 - $216.53 $306K - $383K
1.77K $359K
FBP
First Bancorp

Financial Services
16.1K
New
$20.32 - $22.49 $327K - $362K
16.1K $354K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
24.1K
New
$11.64 - $15.79 $281K - $381K
24.1K $354K
CASH
Meta Financial Group Inc

Financial Services
4.78K
New
$72.32 - $83.85 $346K - $401K
4.78K $353K
AVT
Avnet Inc

Technology
6.7K
New
$49.46 - $56.3 $331K - $377K
6.7K $350K
THG
Hanover Insurance Group, Inc.

Financial Services
1.93K
New
$162.08 - $182.1 $312K - $351K
1.93K $349K
AMD
Advanced Micro Devices Inc

Technology
2.15K
New
$134.8 - $184.42 $290K - $396K
2.15K $347K
CSCO
Cisco Systems, Inc.

Technology
4.97K
New
$66.2 - $71.79 $329K - $357K
4.97K $339K
RGLD
Royal Gold Inc

Basic Materials
1.68K
New
$151.42 - $200.58 $255K - $338K
1.68K $337K
DINO
Hf Sinclair Corp

Energy
6.41K
New
$42.11 - $54.01 $270K - $346K
6.41K $335K
INT
World Fuel Services Corp

Energy
15.2K
New
N/A
15.2K $334K
FRME
First Merchants Corp

Financial Services
8.7K
New
$37.07 - $41.88 $323K - $364K
8.7K $328K
PINS
Pinterest, Inc.

Communication Services
10.2K
New
$32.17 - $39.17 $328K - $399K
10.2K $327K
LASR
Nlight, Inc.

Technology
11K
New
$18.28 - $31.55 $201K - $346K
11K $325K
KRC
Kilroy Realty Corp

Real Estate
7.64K
New
$34.55 - $44.44 $264K - $339K
7.64K $322K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
16.3K
+ 35.77%
$24.29 - $30.41 $397K - $497K
62K $1.51M
BRZE
Braze, Inc.

Technology
11.2K
New
$24.11 - $32.65 $271K - $367K
11.2K $319K
INOD
Innodata Inc

Technology
4.42K
New
$36.68 - $75.94 $162K - $336K
4.42K $318K
AMPL
Amplitude, Inc.

Technology
29.5K
New
$10.72 - $13.29 $317K - $393K
29.5K $316K
CNQ
Canadian Natural Resources LTD

Energy
9.91K
New
$29.31 - $32.93 $291K - $326K
9.91K $316K
MLTX
Moon Lake Immunotherapeutics

Healthcare
43.7K
New
$6.25 - $61.99 $273K - $2.71M
43.7K $313K
UE
Urban Edge Properties

Real Estate
14.9K
New
$18.54 - $21.21 $276K - $316K
14.9K $304K
CSX
Csx Corp

Industrials
8.48K
New
$32.05 - $36.52 $272K - $310K
8.48K $301K
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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