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Asset Manager ← All Institutions

Twin Securities, Inc.

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
16
-7
New Purchases
0
Added To
0
Closed
16
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 10 $0 0%
Mid Cap 3 $0 0%
Small Cap 3 $0 0%

Portfolio Analytics

Avg Market Cap
$21.0B
Median Market Cap
$11.2B
Avg P/E
33.8
Median P/E
28.9
Avg Dividend Yield
0.00%
Avg Beta
1.08
# Stocks
16
# ETFs / Funds
0

Top Holdings (16 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MANU —% -$232K -14,570 -100.0% SOLD
2 KVUE —% -$7M -405,583 -100.0% SOLD
3 NSC —% -$7M -25,200 -100.0% SOLD
4 CWAN —% -$1M -49,314 -100.0% SOLD
5 TIC —% -$782K -77,339 -100.0% SOLD
6 MLYS —% -$607K -16,737 -100.0% SOLD
7 EA —% -$49M -239,836 -100.0% SOLD
8 SGRY —% -$3M -170,258 -100.0% SOLD
9 WBD —% -$32M -1,114,989 -100.0% SOLD
10 RNAM —% -$26M -365,144 -100.0% SOLD
11 HOLX —% -$6M -84,513 -100.0% SOLD
12 EXAS —% -$49M -483,589 -100.0% SOLD
13 CYBR —% -$59M -133,145 -100.0% SOLD
14 CFLT —% -$15M -505,486 -100.0% SOLD
15 DAY —% -$3M -39,241 -100.0% SOLD
16 CDTX —% -$1M -4,900 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
WBD $0 SOLD

Sold Out Positions

SymbolValue% Port
MANU —%
KVUE —%
NSC —%
CWAN —%
TIC —%
MLYS —%
EA —%
SGRY —%
WBD —%
RNAM —%
HOLX —%
EXAS —%
CYBR —%
CFLT —%
DAY —%
View SEC EDGAR Filings for Twin Securities, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms