Twinbeech Capital LP Purchases in Q3 2025

Twinbeech Capital LP

  • $2.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AR
Antero Resources Corp

Energy
8.73K
New
$29.87 - $37.66 $261K - $329K
8.73K $293K
TRMB
Trimble Inc.

Technology
3.53K
New
$76.46 - $85.24 $270K - $301K
3.53K $288K
PAR
Par Technology Corp

Technology
7.11K
New
$39.58 - $71.23 $281K - $507K
7.11K $281K
DAN
Dana Inc

Consumer Cyclical
13.8K
New
$15.37 - $21.25 $212K - $293K
13.8K $276K
MIDD
Middleby Corp

Industrials
2.37K
+ 65.45%
$118.3 - $150.16 $280K - $356K
5.99K $795K
SAIC
Science Applications International Corp

Technology
2.77K
New
$97.2 - $120.6 $269K - $334K
2.77K $274K
APO
Apollo Global Management, Inc.

Financial Services
2.04K
New
$131.55 - $156.05 $268K - $318K
2.04K $271K
CRM
Salesforce, Inc.

Technology
1.5K
+ 62.74%
$231.66 - $273.65 $346K - $409K
3.88K $919K
ALV
Autoliv Inc

Consumer Cyclical
2.14K
New
$110.31 - $127.65 $237K - $274K
2.14K $264K
INVA
Innoviva, Inc.

Healthcare
14.2K
New
$18.17 - $20.92 $258K - $297K
14.2K $259K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
15.7K
New
$13.84 - $19.11 $217K - $299K
15.7K $247K
OMCL
Omnicell, Inc

Healthcare
8.09K
New
$26.88 - $33.62 $217K - $272K
8.09K $246K
RLI
Rli Corp

Financial Services
4.09K
+ 123.79%
$64.17 - $71.7 $262K - $293K
7.39K $482K
SLAB
Silicon Laboratories Inc.

Technology
1.86K
New
$123.76 - $153.48 $231K - $286K
1.86K $244K
XRAY
Dentsply Sirona Inc.

Healthcare
19K
New
$12.37 - $16.85 $235K - $320K
19K $241K
GGG
Graco Inc

Industrials
2.78K
New
$82.58 - $88.81 $230K - $247K
2.78K $236K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
11.5K
New
$14.51 - $22.53 $166K - $258K
11.5K $234K
AVA
Avista Corp

Utilities
6.18K
+ 89.32%
$35.55 - $38.37 $220K - $237K
13.1K $495K
AVXL
Anavex Life Sciences Corp.

Healthcare
25.9K
New
$8.44 - $13.41 $219K - $348K
25.9K $230K
PH
Parker Hannifin Corp

Industrials
304
New
$697.13 - $769.67 $212K - $234K
304 $230K
VITL
Vital Farms, Inc.

Consumer Defensive
5.45K
New
$35.27 - $52.41 $192K - $285K
5.45K $224K
SMG
Scotts Miracle Gro CO

Basic Materials
3.93K
New
$55.82 - $70.08 $219K - $275K
3.93K $223K
TSN
Tyson Foods, Inc.

Consumer Defensive
4.1K
New
$52.3 - $57.69 $214K - $236K
4.1K $222K
CBRE
Cbre Group, Inc.

Real Estate
1.41K
New
$137.04 - $165.9 $193K - $233K
1.41K $221K
MGRC
Mcgrath Rentcorp

Industrials
1.88K
New
$113.6 - $127.77 $214K - $241K
1.88K $220K
CUBE
Cube Smart

Real Estate
5.41K
New
$38.71 - $43.34 $210K - $235K
5.41K $220K
MMSI
Merit Medical Systems Inc

Healthcare
5.13K
+ 25.0%
$80.06 - $96.01 $411K - $493K
25.7K $2.14M
MKL
Markel Corp

Financial Services
112
New
$1898.34 - $2031.8 $213K - $228K
112 $214K
CPNG
Coupang, Inc.

Consumer Cyclical
6.58K
New
$27.67 - $33.53 $182K - $220K
6.58K $211K
BNL
Broadstone Net Lease, Inc.

Real Estate
6.81K
+ 14.37%
$15.75 - $18.78 $107K - $128K
54.2K $969K
CVNA
Carvana Co.

Consumer Cyclical
550
New
$326.09 - $392.66 $179K - $216K
550 $207K
MPC
Marathon Petroleum Corp

Energy
1.07K
New
$158.59 - $198.69 $169K - $212K
1.07K $205K
PPG
Ppg Industries Inc

Basic Materials
1.93K
New
$103.65 - $119.07 $200K - $230K
1.93K $203K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
8.93K
New
$17.42 - $28.65 $156K - $256K
8.93K $202K
NX
Quanex Building Products Corp

Industrials
13K
New
$13.49 - $22.47 $175K - $292K
13K $184K
NRZ
New Residential Investment Corp.

Real Estate
24K
New
N/A
24K $174K
T
At&T Inc.

Communication Services
6.09K
+ 59.14%
$26.94 - $29.62 $164K - $181K
16.4K $463K
HOPE
Hope Bancorp Inc

Financial Services
15.3K
New
$9.71 - $11.66 $149K - $179K
15.3K $165K
ESAB
Esab Corp

Industrials
3.58K
+ 12.53%
$108.14 - $134.17 $387K - $480K
32.1K $3.59M
NRIX
Nurix Therapeutics, Inc.

Healthcare
14.3K
New
$8.24 - $13.18 $118K - $188K
14.3K $131K
CRGY
Crescent Energy CO

Energy
10.4K
New
$8.22 - $9.94 $85.8K - $104K
10.4K $93K
OZK
Bank Ozk

Financial Services
692
+ 7.72%
$47.4 - $53.14 $32.8K - $36.8K
9.66K $492K
CSL
Carlisle Companies Inc

Industrials
2.57K
+ 13.65%
$327.52 - $435.11 $840K - $1.12M
21.4K $7.03M
Servicetitan Inc
22.2K
New
N/A
22.2K $0
Maplebear Inc
187K
New
N/A
187K $0
Arista Networks Inc
188K
New
N/A
188K $0
Cooper Cos Inc
16K
+ 124.75%
N/A
28.8K $0
Viking Holdings LTD
87.9K
New
N/A
87.9K $0
Reddit Inc
38.4K
New
N/A
38.4K $0
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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