Twinbeech Capital LP Sells in Q3 2025

Twinbeech Capital LP

  • $2.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVNT
Avient Corp

Basic Materials
-141K
- 81.0%
$31.57 - $37.86 $4.46M - $5.35M
33.2K $1.09M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-28K
- 29.09%
$107.28 - $125.1 $3.01M - $3.51M
68.4K $7.42M
HTGC
Hercules Capital, Inc.

Financial Services
-241K
- 91.61%
$18.34 - $19.53 $4.42M - $4.7M
22.1K $417K
NJR
New Jersey Resources Corp

Utilities
-93.2K
- 92.86%
$45.05 - $48.15 $4.2M - $4.49M
7.17K $345K
HESM
Hess Midstream LP

Energy
-92.7K
- 42.78%
$34.55 - $43.53 $3.2M - $4.04M
124K $4.28M
ADMA
Adma Biologics, Inc.

Healthcare
-206K
- 72.74%
$14.66 - $19.91 $3.02M - $4.1M
77.2K $1.13M
STZ
Constellation Brands, Inc.

Consumer Defensive
-24.3K
- 90.15%
$131.78 - $176.09 $3.2M - $4.28M
2.65K $357K
GTLS
Chart Industries Inc

Industrials
-24.3K
- 94.53%
$162.6 - $200.28 $3.95M - $4.87M
1.41K $281K
HST
Host Hotels & Resorts, Inc.

Real Estate
-252K
- 80.07%
$15.27 - $17.68 $3.85M - $4.45M
62.7K $1.07M
JCI
Johnson Controls International PLC

Industrials
-35.6K
- 82.36%
$103.24 - $111.73 $3.68M - $3.98M
7.63K $838K
IFF
International Flavors & Fragrances Inc

Basic Materials
-25.9K
- 17.45%
$60.3 - $77.46 $1.56M - $2.01M
123K $7.55M
IAC
Iac/Inter Active Corp

Communication Services
-83.8K
- 70.68%
$34.01 - $41.67 $2.85M - $3.49M
34.8K $1.18M
AIG
American International Group, Inc.

Financial Services
-36.1K
- 76.86%
$76.34 - $85.87 $2.76M - $3.1M
10.9K $854K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-94.5K
- 30.88%
$27.79 - $32.38 $2.63M - $3.06M
212K $6.05M
OGE
Oge Energy Corp.

Utilities
-65.1K
- 78.43%
$43.46 - $46.27 $2.83M - $3.01M
17.9K $828K
FA
First Advantage Corp

Industrials
-168K
- 79.65%
$14.78 - $18.4 $2.49M - $3.09M
42.9K $660K
BAP
Credicorp LTD

Financial Services
-12K
- 93.93%
$220.56 - $278.29 $2.64M - $3.33M
773 $205K
CNMD
Conmed Corp

Healthcare
-48.8K
- 80.64%
$45.67 - $55.81 $2.23M - $2.72M
11.7K $551K
SKYW
Skywest Inc

Industrials
-23.8K
- 56.12%
$100.62 - $123.72 $2.39M - $2.94M
18.6K $1.87M
UFPI
Ufp Industries Inc

Basic Materials
-21.9K
- 28.86%
$91.8 - $108.49 $2.01M - $2.37M
53.9K $5.04M
CRDO
Credo Technology Group Holding LTD

Technology
-105K
- 43.36%
$87.59 - $172.31 $9.22M - $18.1M
138K $20M
IOSP
Innospec Inc.

Basic Materials
-28.6K
- 88.66%
$77.06 - $89.32 $2.2M - $2.55M
3.66K $282K
KIM
Kimco Realty Corp

Real Estate
-116K
- 78.57%
$20.74 - $22.79 $2.41M - $2.64M
31.6K $691K
SRAD
Sportradar Group Ag

Technology
-80.6K
- 41.87%
$26.9 - $31.79 $2.17M - $2.56M
112K $3.01M
AMKR
Amkor Technology, Inc.

Technology
-154K
- 57.39%
$21.14 - $29.58 $3.26M - $4.57M
115K $3.25M
NOVT
Novanta Inc

Technology
-14.8K
- 26.88%
N/A
40.3K $6.36M
DVAX
Dynavax Technologies Corp

Healthcare
-214K
- 83.53%
$9.36 - $11.36 $2.01M - $2.44M
42.3K $419K
SMPL
Simply Good Foods CO

Consumer Defensive
-32.4K
- 17.94%
$24.59 - $34.05 $796K - $1.1M
148K $3.68M
WMB
Williams Companies, Inc.

Energy
-29.9K
- 87.88%
$56.52 - $64.01 $1.69M - $1.92M
4.13K $261K
ELV
Elevance Health, Inc.

Healthcare
-2.97K
- 27.55%
$274.66 - $395.76 $815K - $1.17M
7.8K $2.52M
PLMR
Palomar Holdings, Inc.

Financial Services
-2.46K
- 6.74%
$112.26 - $148.79 $276K - $366K
34.1K $3.98M
CVBF
Cvb Financial Corp

Financial Services
-74.9K
- 78.56%
$18.37 - $21.19 $1.38M - $1.59M
20.4K $386K
GBX
Greenbrier Companies Inc

Industrials
-31.3K
- 50.66%
$43.97 - $56.91 $1.38M - $1.78M
30.5K $1.41M
APPN
Appian Corp

Technology
-48.6K
- 71.98%
$26.95 - $33.69 $1.31M - $1.64M
18.9K $578K
KO
Coca Cola CO

Consumer Defensive
-19.6K
- 79.57%
$65.67 - $71.67 $1.28M - $1.4M
5.02K $332K
GLOB
Globant S.A.

Technology
-12.2K
- 59.07%
$55.6 - $93.3 $681K - $1.14M
8.49K $486K
EPAM
Epam Systems, Inc.

Technology
-7.24K
- 17.41%
N/A
34.3K $6.37M
MFC
Manulife Financial Corp

Financial Services
-41.3K
- 76.34%
$29.9 - $32.34 $1.24M - $1.34M
12.8K $398K
SM
Sm Energy CO

Energy
-46.6K
- 81.78%
$24.97 - $28.98 $1.16M - $1.35M
10.4K $259K
CNO
Cno Financial Group, Inc.

Financial Services
-29.5K
- 65.62%
$35.49 - $40.41 $1.05M - $1.19M
15.5K $611K
INMD
In Mode Ltd.

Healthcare
-76.5K
- 50.76%
$13.66 - $15.36 $1.04M - $1.17M
74.2K $1.11M
APLE
Apple Hospitality Reit, Inc.

Real Estate
-90.9K
- 64.74%
$11.53 - $13.17 $1.05M - $1.2M
49.5K $594K
CAH
Cardinal Health Inc

Healthcare
-4.38K
- 22.4%
$146.04 - $167.63 $639K - $734K
15.2K $2.38M
NSP
Insperity, Inc.

Industrials
-10.2K
- 30.85%
$45.07 - $62.06 $460K - $633K
22.9K $1.13M
MGY
Magnolia Oil & Gas Corp

Energy
-36.7K
- 76.08%
$22.5 - $25.26 $825K - $926K
11.5K $275K
BWA
Borgwarner Inc

Consumer Cyclical
-23.2K
- 72.4%
$34.53 - $44.44 $802K - $1.03M
8.86K $389K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.76K
- 65.36%
$211.65 - $238.24 $584K - $657K
1.46K $321K
FFIN
First Financial Bankshares Inc

Financial Services
-15.5K
- 46.8%
$33.62 - $37.98 $523K - $590K
17.7K $594K
WVE
Wave Life Sciences Ltd.

Healthcare
-98.7K
- 60.25%
$6.66 - $10.15 $657K - $1M
65.1K $469K
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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