Twinbeech Capital LP Incresed Positions in Q4 2024

Twinbeech Capital LP

  • $5.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
635K
+ 25517.12%
$112.15 - $127.2 $71.2M - $80.8M
637K $77M
CARR
Carrier Global Corp

Industrials
885K
+ 6727.39%
$66.69 - $82.65 $59M - $73.2M
898K $61.3M
HD
Home Depot, Inc.

Consumer Cyclical
152K
+ 373.74%
$385.02 - $431.37 $58.5M - $65.5M
193K $74.9M
PH
Parker Hannifin Corp

Industrials
81.9K
+ 4966.69%
$621.74 - $709.46 $50.9M - $58.1M
83.5K $53.1M
WM
Waste Management Inc

Industrials
238K
+ 220.5%
$201.79 - $228.46 $48.1M - $54.5M
347K $69.9M
PFE
Pfizer Inc

Healthcare
1.74M
+ 303.4%
$24.8 - $30.19 $43.2M - $52.6M
2.32M $61.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
98.9K
+ 231.95%
$442.29 - $483.08 $43.8M - $47.8M
142K $64.2M
HAL
Halliburton CO

Energy
1.55M
+ 314.12%
$25.77 - $31.99 $40M - $49.6M
2.04M $55.6M
SHW
Sherwin Williams CO

Basic Materials
125K
+ 148.32%
$338.75 - $399.71 $42.5M - $50.2M
210K $71.4M
DUK
Duke Energy Corp

Utilities
354K
+ 1109.61%
$105.76 - $120.76 $37.5M - $42.8M
386K $41.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
602K
+ 222.93%
$55.73 - $66.16 $33.6M - $39.9M
873K $52.6M
DXCM
Dexcom Inc

Healthcare
466K
+ 742.07%
$65.68 - $81.01 $30.6M - $37.8M
529K $41.2M
NTRA
Natera, Inc.

Healthcare
171K
+ 105.76%
$117.67 - $174.0 $20.2M - $29.8M
333K $52.8M
KEYS
Keysight Technologies, Inc.

Technology
180K
+ 3131.01%
$149.01 - $172.53 $26.8M - $31M
186K $29.8M
ROST
Ross Stores, Inc.

Consumer Cyclical
187K
+ 125.05%
$138.59 - $156.61 $25.9M - $29.3M
337K $50.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
176K
+ 3304.12%
$148.29 - $166.93 $26.1M - $29.3M
181K $27M
TRV
Travelers Companies, Inc.

Financial Services
107K
+ 2485.62%
$225.97 - $266.66 $24.3M - $28.7M
112K $26.9M
UHS
Universal Health Services Inc

Healthcare
140K
+ 1151.06%
$175.8 - $236.9 $24.7M - $33.2M
152K $27.4M
KLAC
Kla Corp

Technology
49.1K
+ 98.09%
$614.46 - $829.55 $30.1M - $40.7M
99.1K $62.4M
CMCSA
Comcast Corp

Communication Services
566K
+ 4045.74%
$37.39 - $45.14 $21.1M - $25.5M
579K $21.7M
CDW
Cdw Corp

Technology
122K
+ 1303.9%
$171.49 - $225.64 $21M - $27.6M
132K $22.9M
CSL
Carlisle Companies Inc

Industrials
57K
+ 311.61%
$368.67 - $480.91 $21M - $27.4M
75.3K $27.8M
WMB
Williams Companies, Inc.

Energy
307K
+ 2432.35%
$46.37 - $59.74 $14.2M - $18.3M
320K $17.3M
CI
Cigna Corp

Healthcare
55.3K
+ 5316.43%
$265.59 - $358.58 $14.7M - $19.8M
56.4K $15.6M
EA
Electronic Arts Inc.

Communication Services
102K
+ 161.22%
$140.69 - $167.97 $14.3M - $17.1M
165K $24.1M
TWLO
Twilio Inc

Communication Services
131K
+ 883.83%
$63.73 - $114.96 $8.32M - $15M
145K $15.7M
JPM
Jpmorgan Chase & CO

Financial Services
54.9K
+ 244.81%
$205.18 - $250.29 $11.3M - $13.7M
77.3K $18.5M
D
Dominion Energy, Inc

Utilities
241K
+ 1170.78%
$52.63 - $60.92 $12.7M - $14.7M
261K $14.1M
MCK
Mckesson Corp

Healthcare
21.3K
+ 3047.78%
$482.27 - $628.5 $10.3M - $13.4M
22K $12.5M
DHI
Horton D R Inc

Consumer Cyclical
109K
+ 160.38%
$137.24 - $194.56 $15M - $21.3M
178K $24.8M
WCN
Waste Connections, Inc.

Industrials
75.6K
+ 43.32%
$171.06 - $193.25 $12.9M - $14.6M
250K $42.9M
JNJ
Johnson & Johnson

Healthcare
76.4K
+ 235.68%
$143.34 - $165.86 $11M - $12.7M
109K $15.7M
HIG
Hartford Financial Services Group, Inc.

Financial Services
90.4K
+ 513.37%
$107.06 - $123.74 $9.68M - $11.2M
108K $11.8M
ELAN
Elanco Animal Health Inc

Healthcare
821K
+ 878.51%
$11.63 - $14.67 $9.55M - $12M
915K $11.1M
AWK
American Water Works Company, Inc.

Utilities
68.6K
+ 825.96%
$123.83 - $146.07 $8.49M - $10M
76.9K $9.57M
MSFT
Microsoft Corp

Technology
19.5K
+ 47.39%
$406.35 - $454.46 $7.92M - $8.86M
60.6K $25.5M
CRL
Charles River Laboratories International, Inc.

Healthcare
41.8K
+ 1584.85%
$178.58 - $220.69 $7.47M - $9.23M
44.5K $8.21M
BWXT
Bwx Technologies, Inc.

Industrials
61.1K
+ 149.16%
$111.39 - $133.28 $6.81M - $8.15M
102K $11.4M
CCK
Crown Holdings Inc

Consumer Cyclical
83.4K
+ 345.45%
$81.89 - $97.79 $6.83M - $8.16M
108K $8.89M
PANW
Palo Alto Networks Inc

Technology
154K
+ 114.17%
$181.96 - $405.9 $28M - $62.4M
289K $52.5M
UFPI
Ufp Industries Inc

Basic Materials
58K
+ 745.69%
$112.19 - $139.02 $6.5M - $8.06M
65.7K $7.4M
TPR
Tapestry, Inc.

Consumer Cyclical
82.4K
+ 204.84%
$43.54 - $66.18 $3.59M - $5.46M
123K $8.01M
GEO
Geo Group Inc

Real Estate
192K
+ 398.01%
$12.83 - $29.2 $2.46M - $5.59M
240K $6.7M
PNW
Pinnacle West Capital Corp

Utilities
72.9K
+ 214.84%
$84.03 - $94.52 $6.13M - $6.89M
107K $9.06M
HUM
Humana Inc

Healthcare
53.9K
+ 41.7%
$233.89 - $304.18 $12.6M - $16.4M
183K $46.4M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
522K
+ 483.47%
$8.01 - $11.0 $4.18M - $5.75M
630K $5.67M
EAT
Brinker International, Inc

Consumer Cyclical
10.8K
+ 18.58%
$78.76 - $137.19 $854K - $1.49M
69.2K $9.15M
BRO
Brown & Brown, Inc.

Financial Services
44.4K
+ 73.78%
$100.93 - $113.42 $4.49M - $5.04M
105K $10.7M
LNC
Lincoln National Corp

Financial Services
127K
+ 51.42%
$30.46 - $36.84 $3.86M - $4.66M
373K $11.8M
Activity Summary
Buys All Purchases 447 New Holdings 343 Increased Positions 104 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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