TWINBEECH CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VAC | 40K | $2.66M |
 | EPC | 40K | $809.68K |
 | RDDT | 38K | $8.84M |
 | AIN | 38K | $2.04M |
 | HALO | 38K | $2.77M |
 | BMI | 37K | $6.67M |
 | CMCSA | 37K | $1.17M |
 | YOU | 36K | $1.20M |
 | DNOW | 36K | $544.88K |
 | ALLY | 36K | $1.40M |
 | ASGN | 36K | $1.68M |
 | IAC | 35K | $1.18M |
 | VVV | 35K | $1.24M |
 | ALRM | 34K | $1.83M |
 | KNF | 34K | $2.64M |
 | EPAM | 34K | $5.18M |
 | THS | 34K | $690.76K |
 | PLMR | 34K | $3.98M |
 | HBAN | 34K | $585.68K |
 | SYNA | 34K | $2.31M |
Marriott Vacations Worldwide Corporation
VAC
Shares Held
40K
Value
$2.66M
Edgewell Personal Care Company
EPC
Shares Held
40K
Value
$809.68K
Reddit, Inc.
RDDT
Shares Held
38K
Value
$8.84M
Albany International Corp.
AIN
Shares Held
38K
Value
$2.04M
Halozyme Therapeutics, Inc.
HALO
Shares Held
38K
Value
$2.77M
Badger Meter, Inc.
BMI
Shares Held
37K
Value
$6.67M
Comcast Corporation
CMCSA
Shares Held
37K
Value
$1.17M
Clear Secure, Inc.
YOU
Shares Held
36K
Value
$1.20M
Dnow Inc.
DNOW
Shares Held
36K
Value
$544.88K
Ally Financial Inc.
ALLY
Shares Held
36K
Value
$1.40M
ASGN Incorporated
ASGN
Shares Held
36K
Value
$1.68M
IAC InterActive Corp.
IAC
Shares Held
35K
Value
$1.18M
Valvoline Inc.
VVV
Shares Held
35K
Value
$1.24M
Alarm.com Holdings, Inc.
ALRM
Shares Held
34K
Value
$1.83M
Knife River Corporation
KNF
Shares Held
34K
Value
$2.64M
EPAM Systems, Inc.
EPAM
Shares Held
34K
Value
$5.18M
TreeHouse Foods, Inc.
THS
Shares Held
34K
Value
$690.76K
Palomar Holdings, Inc.
PLMR
Shares Held
34K
Value
$3.98M
Huntington Bancshares Incorporated
HBAN
Shares Held
34K
Value
$585.68K
Synaptics Incorporated
SYNA
Shares Held
34K
Value
$2.31M