Twinbeech Capital LP Sells in Q3 2025

Twinbeech Capital LP

  • $2.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVY
Avery Dennison Corp

Industrials
-3.14K
- 62.76%
$158.71 - $184.63 $498K - $580K
1.86K $302K
NSA
National Storage Affiliates Trust

Real Estate
-16.2K
- 36.54%
$29.44 - $33.3 $478K - $541K
28.2K $851K
EPC
Edgewell Personal Care CO

Consumer Defensive
-18.2K
- 31.36%
$19.42 - $27.1 $353K - $492K
39.8K $809K
LKQ
Lkq Corp

Consumer Cyclical
-11.8K
- 62.14%
$29.24 - $39.21 $344K - $461K
7.17K $219K
RGA
Reinsurance Group Of America Inc

Financial Services
-839
- 1.67%
$177.1 - $199.23 $149K - $167K
49.5K $9.51M
REVG
Rev Group, Inc.

Industrials
-18.2K
- 27.88%
$46.09 - $63.91 $840K - $1.16M
47.1K $2.67M
ASH
Ashland Global Holdings Inc

Basic Materials
-5.46K
- 8.11%
$47.62 - $56.6 $260K - $309K
61.9K $2.96M
DYN
Dyne Therapeutics, Inc.

Healthcare
-81.8K
- 41.5%
$8.18 - $14.22 $669K - $1.16M
115K $1.46M
SPT
Sprout Social, Inc.

Technology
-9.92K
- 27.6%
$12.92 - $21.2 $128K - $210K
26K $336K
SU
Suncor Energy Inc

Energy
-11.6K
- 64.22%
$37.83 - $43.02 $438K - $498K
6.45K $269K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
-68.5K
- 60.73%
$8.73 - $17.04 $598K - $1.17M
44.3K $681K
SLM
Slm Corp

Financial Services
-8.51K
- 40.5%
$27.68 - $34.4 $236K - $293K
12.5K $346K
CNA
Cna Financial Corp

Financial Services
-6.64K
- 12.15%
$43.33 - $49.55 $288K - $329K
48K $2.23M
ED
Consolidated Edison Inc

Utilities
-2.91K
- 26.93%
$95.57 - $105.36 $278K - $307K
7.9K $793K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
-28.4K
- 59.27%
N/A
19.5K $197K
CAG
Conagra Brands Inc.

Consumer Defensive
-12.4K
- 49.67%
$18.04 - $21.14 $224K - $263K
12.6K $230K
CNP
Centerpoint Energy Inc

Utilities
-7.08K
- 40.0%
$35.77 - $39.16 $253K - $277K
10.6K $411K
ORCL
Oracle Corp

Technology
-1.62K
- 45.72%
$218.96 - $328.33 $354K - $531K
1.92K $539K
JBGS
Jbg Smith Properties

Real Estate
-19.2K
- 48.64%
$16.91 - $24.23 $325K - $466K
20.3K $452K
RPM
Rpm International Inc

Basic Materials
-3.9K
- 13.57%
$110.07 - $128.23 $429K - $500K
24.9K $2.93M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-5.81K
- 36.9%
$20.56 - $31.65 $119K - $184K
9.94K $209K
HOMB
Home Bancshares Inc

Financial Services
-7.33K
- 22.82%
$27.55 - $30.19 $202K - $221K
24.8K $701K
ASGN
Asgn Inc

Technology
-681
- 1.88%
$47.05 - $55.65 $32K - $37.9K
35.6K $1.68M
PGNY
Progyny, Inc.

Healthcare
-4.11K
- 7.13%
$21.24 - $24.27 $87.3K - $99.7K
53.5K $1.15M
ICE
Intercontinental Exchange, Inc.

Financial Services
-323
- 12.83%
$167.28 - $188.45 $54K - $60.9K
2.2K $369K
WEAV
Weave Communications, Inc.

Technology
-5.5K
- 26.79%
$6.69 - $8.88 $36.8K - $48.8K
15K $100K
NBHC
National Bank Holdings Corp

Financial Services
-1.38K
- 18.83%
$36.06 - $41.58 $49.9K - $57.5K
5.97K $230K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
-2.74K
- 15.0%
$24.04 - $27.04 $65.8K - $74K
15.5K $411K
VRT
Vertiv Holdings CO

Industrials
-367
- 16.28%
N/A
1.89K $163K
NWSA
News Corp

Communication Services
-1.07K
- 5.73%
$28.38 - $31.03 $30.3K - $33.2K
17.6K $540K
OVV
Ovintiv Inc.

Energy
-642
- 9.21%
$38.53 - $43.17 $24.7K - $27.7K
6.33K $255K
Amer Sports Inc
-62.1K
- 83.34%
N/A
12.4K $0
Ferguson Enterprises Inc
-34.8K
- 96.44%
N/A
1.29K $0
Ftai Aviation LTD
-151K
- 77.51%
N/A
43.7K $0
Te Connectivity PLC
-10.8K
- 90.55%
N/A
1.13K $0
Corpay Inc
-21.7K
- 25.1%
N/A
64.9K $0
Rb Global Inc
-251
- 8.29%
N/A
2.78K $0
Kenvue Inc
-508K
- 20.52%
N/A
1.97M $0
Noble Corp PLC
-244K
- 88.09%
N/A
33K $0
CRH.L
Crh PLC

Basic Materials
-509K
- 99.14%
N/A
4.4K $0
Knife River Corp
-74.2K
- 68.35%
N/A
34.3K $0
Birkenstock Holding PLC
-20.6K
- 8.19%
N/A
232K $0
Concentra Group Holdings Par
-74.6K
- 63.72%
N/A
42.5K $0
Marex Group PLC
-102K
- 82.55%
N/A
21.5K $0
Onestream Inc
-20.9K
- 53.38%
N/A
18.2K $0
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-499
- 5.16%
$28.52 - $30.48 $14.2K - $15.2K
9.17K $270K
THS
Tree House Foods, Inc.

Consumer Defensive
-823
- 2.35%
$15.91 - $21.44 $13.1K - $17.6K
34.2K $690K
APH
Amphenol Corp

Technology
-3.83K
- 16.6%
$97.39 - $125.4 $373K - $480K
19.2K $2.38M
GOOG
Alphabet Inc.

Communication Services
-185
- 5.06%
$175.16 - $255.24 $32.4K - $47.2K
3.47K $845K
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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