Twinbeech Capital LP Sells in Q4 2024

Twinbeech Capital LP

  • $5.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-174K
- 82.63%
$26.79 - $30.35 $4.67M - $5.29M
36.6K $995K
WCC
Wesco International Inc

Industrials
-33.5K
- 48.45%
$164.11 - $213.19 $5.5M - $7.14M
35.6K $6.45M
TFC
Truist Financial Corp

Financial Services
-115K
- 13.56%
$41.51 - $48.1 $4.77M - $5.53M
732K $31.8M
RXST
Rx Sight, Inc.

Healthcare
-80.4K
- 86.79%
$33.66 - $54.73 $2.71M - $4.4M
12.2K $420K
BECN
Beacon Roofing Supply Inc

Industrials
-49.1K
- 74.68%
$84.82 - $113.77 $4.17M - $5.59M
16.7K $1.69M
CLDX
Celldex Therapeutics, Inc.

Healthcare
-106K
- 75.4%
$23.31 - $32.4 $2.47M - $3.43M
34.6K $873K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-56.3K
- 45.78%
$63.15 - $75.4 $3.55M - $4.24M
66.6K $4.28M
LI
Li Auto Inc.

Consumer Cyclical
-143K
- 72.18%
$21.8 - $30.51 $3.13M - $4.38M
55.3K $1.33M
CWT
California Water Service Group

Utilities
-65.7K
- 90.98%
$45.33 - $54.6 $2.98M - $3.59M
6.51K $295K
OSK
Oshkosh Corp

Industrials
-33.8K
- 63.86%
$93.84 - $115.52 $3.17M - $3.9M
19.1K $1.82M
UPST
Upstart Holdings, Inc.

Financial Services
-109K
- 67.93%
$37.78 - $84.46 $4.12M - $9.2M
51.4K $3.17M
VVV
Valvoline Inc

Energy
-70.1K
- 65.42%
$36.18 - $43.41 $2.54M - $3.04M
37.1K $1.34M
VECO
Veeco Instruments Inc

Technology
-91.9K
- 86.81%
$25.99 - $33.75 $2.39M - $3.1M
14K $374K
LIVN
Liva Nova PLC

Healthcare
-54.1K
- 91.22%
$45.7 - $53.85 $2.47M - $2.91M
5.2K $240K
NEP
Nextera Energy Partners, LP

Utilities
-91.3K
- 72.4%
$15.87 - $26.96 $1.45M - $2.46M
34.8K $619K
NMIH
Nmi Holdings, Inc.

Financial Services
-68.6K
- 90.73%
$36.32 - $41.53 $2.49M - $2.85M
7.02K $257K
IDYA
Ideaya Biosciences, Inc.

Healthcare
-71.7K
- 44.94%
$24.79 - $31.98 $1.78M - $2.29M
87.8K $2.26M
IGT
International Game Technology PLC

Consumer Cyclical
-104K
- 51.26%
$17.07 - $21.4 $1.77M - $2.22M
98.9K $1.75M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-19.9K
- 86.67%
$97.29 - $122.68 $1.93M - $2.44M
3.06K $298K
HOLX
Hologic Inc

Healthcare
-28.1K
- 68.93%
$70.76 - $83.72 $1.99M - $2.35M
12.7K $912K
AFRM
Affirm Holdings, Inc.

Technology
-61.1K
- 90.79%
$38.48 - $72.86 $2.35M - $4.45M
6.2K $377K
VSAT
Viasat Inc

Technology
-194K
- 93.0%
$6.83 - $11.56 $1.33M - $2.25M
14.6K $124K
JXN
Jackson Financial Inc.

Financial Services
-25.8K
- 87.13%
$84.91 - $113.74 $2.19M - $2.93M
3.81K $331K
BAC
Bank Of America Corp

Financial Services
-61.9K
- 74.01%
$39.22 - $47.77 $2.43M - $2.96M
21.8K $955K
AJG
Arthur J. Gallagher & Co.

Financial Services
-8.59K
- 25.14%
$278.49 - $315.16 $2.39M - $2.71M
25.6K $7.26M
FIVE
Five Below, Inc

Consumer Cyclical
-42.3K
- 31.34%
$83.0 - $115.97 $3.51M - $4.9M
92.6K $9.72M
LYFT
Lyft, Inc.

Technology
-172K
- 15.31%
$12.36 - $18.59 $2.13M - $3.21M
954K $12.3M
SPT
Sprout Social, Inc.

Technology
-69.9K
- 76.48%
$26.49 - $36.24 $1.85M - $2.53M
21.5K $660K
IAC
Iac/Inter Active Corp

Communication Services
-19.2K
- 17.91%
$41.75 - $55.1 $803K - $1.06M
88.2K $3.81M
RSG
Republic Services, Inc.

Industrials
-9.85K
- 27.92%
$198.0 - $218.75 $1.95M - $2.15M
25.4K $5.12M
PGR
Progressive Corp

Financial Services
-7.63K
- 82.63%
$239.6 - $268.88 $1.83M - $2.05M
1.6K $384K
NOVT
Novanta Inc

Technology
-12.4K
- 43.99%
N/A
15.8K $2.49M
ABNB
Airbnb, Inc.

Consumer Cyclical
-14.7K
- 72.5%
$125.36 - $147.37 $1.84M - $2.16M
5.56K $730K
UDR
Udr, Inc.

Real Estate
-34.7K
- 79.85%
$41.3 - $46.33 $1.43M - $1.61M
8.76K $380K
ACIW
Aci Worldwide, Inc.

Technology
-29.7K
- 76.0%
$48.81 - $59.2 $1.45M - $1.76M
9.37K $486K
SO
Southern CO

Utilities
-14.8K
- 82.34%
$81.5 - $94.15 $1.2M - $1.39M
3.17K $261K
IFF
International Flavors & Fragrances Inc

Basic Materials
-10.9K
- 76.88%
$83.96 - $106.19 $911K - $1.15M
3.26K $275K
DASH
Door Dash, Inc.

Communication Services
-8.06K
- 78.33%
$141.93 - $180.48 $1.14M - $1.45M
2.23K $373K
MAN
Manpower Group Inc.

Industrials
-5.82K
- 12.81%
$56.82 - $74.28 $331K - $432K
39.6K $2.29M
AKR
Acadia Realty Trust

Real Estate
-44.8K
- 75.93%
$22.67 - $26.08 $1.01M - $1.17M
14.2K $342K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-21.3K
- 56.59%
$32.82 - $45.55 $699K - $970K
16.3K $545K
UDMY
Udemy, Inc.

Consumer Defensive
-139K
- 90.23%
$7.17 - $8.89 $998K - $1.24M
15.1K $124K
RNG
Ring Central, Inc.

Technology
-39.9K
- 35.77%
$29.83 - $41.82 $1.19M - $1.67M
71.7K $2.51M
LMND
Lemonade, Inc.

Financial Services
-115K
- 72.08%
$15.65 - $51.81 $1.8M - $5.95M
44.5K $1.63M
PECO
Phillips Edison & Company, Inc.

Real Estate
-25.4K
- 55.19%
$35.96 - $39.8 $912K - $1.01M
20.6K $771K
ONTO
Onto Innovation Inc.

Technology
-4.32K
- 73.52%
$158.54 - $225.02 $684K - $971K
1.56K $259K
FUL
Fuller H B CO

Basic Materials
-8.86K
- 30.11%
$67.09 - $80.64 $595K - $715K
20.6K $1.39M
NRIX
Nurix Therapeutics, Inc.

Healthcare
-35.7K
- 54.51%
$18.64 - $28.14 $665K - $1M
29.8K $560K
PRGO
Perrigo CO PLC

Healthcare
-28.7K
- 74.91%
$24.18 - $28.91 $695K - $831K
9.62K $247K
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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