Stock Taper 
TWIN TREE MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Illinois Tool Works Inc. | ITW | 2.75K | $743.52K |
 DuPont de Nemours, Inc. | DD | 2.77K | $375.99K |
 Darden Restaurants, Inc. | DRI | 2.85K | $586.1K |
 Primo Brands Corporation | PRMB | 2.95K | $72.17K |
 Sezzle Inc. | SEZL | 2.96K | $507.68K |
 Synaptics Incorporated | SYNA | 3.01K | $374.43K |
 Marvell Technology, Inc. | MRVL | 3.07K | $914.22K |
 CDW Corporation | CDW | 3.08K | $433.73K |
 Madison Square Garden Sports Corp. | MSGS | 3.11K | $1.25M |
 Natera, Inc. | NTRA | 3.14K | $852.62K |
 Vail Resorts, Inc. | MTN | 3.23K | $439.08K |
 Deere & Company | DE | 3.25K | $2.06M |
 Iamgold Corporation | IAG | 3.32K | $52.54K |
 Kratos Defense & Security Solutions, Inc. | KTOS | 3.43K | $171.17K |
 PACCAR Inc | PCAR | 3.45K | $414.29K |
 BWX Technologies, Inc. | BWXT | 3.64K | $708.53K |
 Celestica Inc. | CLS | 3.65K | $1.33M |
 Dell Technologies Inc. | DELL | 3.69K | $1.59M |
 Microchip Technology Incorporated | MCHP | 3.78K | $344.92K |
 Steel Dynamics, Inc. | STLD | 3.89K | $892.14K |