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TWINBEECH CAPITAL LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
544
-321
New Purchases
0
Added To
0
Closed
544
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 32 $0 0%
Large Cap 232 $0 0%
Mid Cap 217 $0 0%
Small Cap 62 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$80.5B
Median Market Cap
$9.4B
Avg P/E
30.9
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
1.11
# Stocks
544
# ETFs / Funds
0

Top Holdings (544 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FLR —% -$3M -68,700 -100.0% SOLD
2 ABM —% -$2M -45,656 -100.0% SOLD
3 T —% -$529K -21,297 -100.0% SOLD
4 NVT —% -$3M -25,224 -100.0% SOLD
5 BKD —% -$685K -63,500 -100.0% SOLD
6 ALB —% -$655K -4,633 -100.0% SOLD
7 HRB —% -$257K -5,895 -100.0% SOLD
8 APAM —% -$1M -33,194 -100.0% SOLD
9 GLW —% -$2M -28,318 -100.0% SOLD
10 CVX —% -$402K -2,640 -100.0% SOLD
11 TMHC —% -$6M -103,418 -100.0% SOLD
12 DY —% -$2M -5,275 -100.0% SOLD
13 XOM —% -$2M -17,863 -100.0% SOLD
14 UCB —% -$606K -19,400 -100.0% SOLD
15 ETD —% -$359K -15,700 -100.0% SOLD
16 OC —% -$287K -2,564 -100.0% SOLD
17 BFAM —% -$5M -49,692 -100.0% SOLD
18 HLI —% -$2M -11,488 -100.0% SOLD
19 CDE —% -$225K -12,610 -100.0% SOLD
20 UBER —% -$286K -3,504 -100.0% SOLD
21 CVS —% -$262K -3,300 -100.0% SOLD
22 GWRE —% -$455K -2,265 -100.0% SOLD
23 NOW —% -$10M -65,835 -100.0% SOLD
24 WY —% -$2M -72,200 -100.0% SOLD
25 UAA —% -$297K -59,800 -100.0% SOLD
26 HLT —% -$338K -1,175 -100.0% SOLD
27 RYAN —% -$7M -134,554 -100.0% SOLD
28 BROS —% -$348K -5,680 -100.0% SOLD
29 SLGN —% -$222K -5,500 -100.0% SOLD
30 M —% -$5M -204,200 -100.0% SOLD
31 NEE —% -$3M -33,724 -100.0% SOLD
32 BRX —% -$2M -59,800 -100.0% SOLD
33 ALLE —% -$507K -3,186 -100.0% SOLD
34 AMT —% -$4M -22,800 -100.0% SOLD
35 THG —% -$887K -4,855 -100.0% SOLD
36 WU —% -$476K -51,100 -100.0% SOLD
37 VEEV —% -$11M -47,232 -100.0% SOLD
38 OGS —% -$216K -2,800 -100.0% SOLD
39 EMN —% -$495K -7,754 -100.0% SOLD
40 APD —% -$10M -41,865 -100.0% SOLD
41 WD —% -$2M -28,328 -100.0% SOLD
42 TREX —% -$627K -17,866 -100.0% SOLD
43 ECG —% -$4M -41,373 -100.0% SOLD
44 CARR —% -$14M -264,375 -100.0% SOLD
45 BAP —% -$1M -4,000 -100.0% SOLD
46 GPC —% -$2M -19,823 -100.0% SOLD
47 LYB —% -$2M -34,909 -100.0% SOLD
48 CBZ —% -$1M -27,466 -100.0% SOLD
49 VICI —% -$4M -142,500 -100.0% SOLD
50 BOOT —% -$644K -3,650 -100.0% SOLD
51 AM —% -$430K -24,171 -100.0% SOLD
52 B —% -$427K -9,800 -100.0% SOLD
53 FMC —% -$3M -198,949 -100.0% SOLD
54 EVTC —% -$465K -15,972 -100.0% SOLD
55 ICE —% -$307K -1,895 -100.0% SOLD
56 BEPC —% -$555K -14,469 -100.0% SOLD
57 TNET —% -$1M -20,200 -100.0% SOLD
58 KN —% -$807K -37,663 -100.0% SOLD
59 STAG —% -$1M -38,382 -100.0% SOLD
60 POR —% -$288K -6,000 -100.0% SOLD
61 BKU —% -$3M -76,944 -100.0% SOLD
62 AYI —% -$2M -5,817 -100.0% SOLD
63 BMO —% -$390K -3,001 -100.0% SOLD
64 NRGV —% -$66K -14,300 -100.0% SOLD
65 OTIS —% -$14M -157,876 -100.0% SOLD
66 ASB —% -$2M -81,235 -100.0% SOLD
67 GS —% -$6M -6,748 -100.0% SOLD
68 BLCO —% -$280K -16,400 -100.0% SOLD
69 HD —% -$8M -24,274 -100.0% SOLD
70 BLDR —% -$962K -9,346 -100.0% SOLD
71 AXP —% -$5M -13,682 -100.0% SOLD
72 TRNO —% -$1M -20,800 -100.0% SOLD
73 EHC —% -$7M -69,650 -100.0% SOLD
74 CR —% -$5M -28,700 -100.0% SOLD
75 FNF —% -$8M -149,223 -100.0% SOLD
76 PAGS —% -$2M -181,300 -100.0% SOLD
77 PFGC —% -$558K -6,200 -100.0% SOLD
78 CCO —% -$75K -34,000 -100.0% SOLD
79 CON —% -$707K -35,900 -100.0% SOLD
80 ESI —% -$540K -21,600 -100.0% SOLD
81 AVNT —% -$2M -76,571 -100.0% SOLD
82 BDC —% -$251K -2,150 -100.0% SOLD
83 AGO —% -$324K -3,600 -100.0% SOLD
84 PRMB —% -$2M -125,100 -100.0% SOLD
85 FNB —% -$193K -11,275 -100.0% SOLD
86 GNW —% -$986K -109,200 -100.0% SOLD
87 PARR —% -$365K -10,400 -100.0% SOLD
88 GE —% -$578K -1,875 -100.0% SOLD
89 MS —% -$15M -84,258 -100.0% SOLD
90 ADNT —% -$2M -105,440 -100.0% SOLD
91 BLK —% -$12M -11,279 -100.0% SOLD
92 JOBY —% -$653K -49,500 -100.0% SOLD
93 PFSI —% -$4M -27,325 -100.0% SOLD
94 GFL —% -$1M -25,121 -100.0% SOLD
95 ACM —% -$10M -104,809 -100.0% SOLD
96 FVRR —% -$366K -18,500 -100.0% SOLD
97 DK —% -$1M -45,450 -100.0% SOLD
98 A —% -$13M -98,172 -100.0% SOLD
99 EOG —% -$16M -147,652 -100.0% SOLD
100 AESI —% -$956K -101,500 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
OGS —%
ABM —%
T —%
NVT —%
BKD —%
ALB —%
HRB —%
APAM —%
GLW —%
CVX —%
TMHC —%
DY —%
EMN —%
FLR —%
ETD —%
View SEC EDGAR Filings for TWINBEECH CAPITAL LP →

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