Twinbeech Capital Lp Buys HCA Healthcare Inc, Thermo Fisher Scientific Inc, Lowe's Inc, Sells United Parcel Service Inc, Tesla Inc, Ross Stores Inc

Author's Avatar
May 16, 2020
Article's Main Image
Investment company Twinbeech Capital Lp (Current Portfolio) buys HCA Healthcare Inc, Thermo Fisher Scientific Inc, Lowe's Inc, Best Buy Co Inc, AutoZone Inc, sells United Parcel Service Inc, Tesla Inc, Ross Stores Inc, TJX Inc, Constellation Brands Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Twinbeech Capital Lp. As of 2020Q1, Twinbeech Capital Lp owns 265 stocks with a total value of $245 million. These are the details of the buys and sells.

For the details of TWINBEECH CAPITAL LP's stock buys and sells, go to https://www.gurufocus.com/guru/twinbeech+capital+lp/current-portfolio/portfolio

These are the top 5 holdings of TWINBEECH CAPITAL LP
  1. HCA Healthcare Inc (HCA) - 37,589 shares, 1.38% of the total portfolio. New Position
  2. Best Buy Co Inc (BBY) - 57,777 shares, 1.34% of the total portfolio. Shares added by 945.55%
  3. Thermo Fisher Scientific Inc (TMO) - 11,099 shares, 1.28% of the total portfolio. New Position
  4. PayPal Holdings Inc (PYPL) - 32,295 shares, 1.26% of the total portfolio. Shares added by 238.49%
  5. Lowe's Companies Inc (LOW) - 34,728 shares, 1.22% of the total portfolio. New Position
New Purchase: HCA Healthcare Inc (HCA)

Twinbeech Capital Lp initiated holding in HCA Healthcare Inc. The purchase prices were between $68.13 and $151.04, with an estimated average price of $130.36. The stock is now traded at around $98.74. The impact to a portfolio due to this purchase was 1.38%. The holding were 37,589 shares as of .

New Purchase: Thermo Fisher Scientific Inc (TMO)

Twinbeech Capital Lp initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $255.3 and $340.05, with an estimated average price of $316.21. The stock is now traded at around $342.92. The impact to a portfolio due to this purchase was 1.28%. The holding were 11,099 shares as of .

New Purchase: Lowe's Companies Inc (LOW)

Twinbeech Capital Lp initiated holding in Lowe's Companies Inc. The purchase prices were between $65.02 and $126.57, with an estimated average price of $109.88. The stock is now traded at around $113.78. The impact to a portfolio due to this purchase was 1.22%. The holding were 34,728 shares as of .

New Purchase: AutoZone Inc (AZO)

Twinbeech Capital Lp initiated holding in AutoZone Inc. The purchase prices were between $723.22 and $1191.31, with an estimated average price of $1043.54. The stock is now traded at around $1074.98. The impact to a portfolio due to this purchase was 1.16%. The holding were 3,363 shares as of .

New Purchase: Wynn Resorts Ltd (WYNN)

Twinbeech Capital Lp initiated holding in Wynn Resorts Ltd. The purchase prices were between $43.02 and $152.21, with an estimated average price of $113.36. The stock is now traded at around $77.70. The impact to a portfolio due to this purchase was 1.1%. The holding were 44,635 shares as of .

New Purchase: The Home Depot Inc (HD)

Twinbeech Capital Lp initiated holding in The Home Depot Inc. The purchase prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $239.33. The impact to a portfolio due to this purchase was 1.1%. The holding were 14,491 shares as of .

Added: Best Buy Co Inc (BBY)

Twinbeech Capital Lp added to a holding in Best Buy Co Inc by 945.55%. The purchase prices were between $50.69 and $91.93, with an estimated average price of $79.75. The stock is now traded at around $78.61. The impact to a portfolio due to this purchase was 1.21%. The holding were 57,777 shares as of .

Added: Sherwin-Williams Co (SHW)

Twinbeech Capital Lp added to a holding in Sherwin-Williams Co by 787.25%. The purchase prices were between $396.7 and $596.54, with an estimated average price of $543.41. The stock is now traded at around $568.38. The impact to a portfolio due to this purchase was 1.03%. The holding were 6,193 shares as of .

Added: Motorola Solutions Inc (MSI)

Twinbeech Capital Lp added to a holding in Motorola Solutions Inc by 885.82%. The purchase prices were between $124.56 and $186.12, with an estimated average price of $168.01. The stock is now traded at around $129.07. The impact to a portfolio due to this purchase was 0.93%. The holding were 18,977 shares as of .

Added: Autodesk Inc (ADSK)

Twinbeech Capital Lp added to a holding in Autodesk Inc by 911.35%. The purchase prices were between $136 and $210.76, with an estimated average price of $184.07. The stock is now traded at around $180.72. The impact to a portfolio due to this purchase was 0.91%. The holding were 15,949 shares as of .

Added: Fleetcor Technologies Inc (FLT)

Twinbeech Capital Lp added to a holding in Fleetcor Technologies Inc by 896.93%. The purchase prices were between $171.72 and $328.85, with an estimated average price of $277.28. The stock is now traded at around $222.54. The impact to a portfolio due to this purchase was 0.91%. The holding were 13,309 shares as of .

Added: PayPal Holdings Inc (PYPL)

Twinbeech Capital Lp added to a holding in PayPal Holdings Inc by 238.49%. The purchase prices were between $85.26 and $123.91, with an estimated average price of $110.65. The stock is now traded at around $145.51. The impact to a portfolio due to this purchase was 0.89%. The holding were 32,295 shares as of .

Sold Out: United Parcel Service Inc (UPS)

Twinbeech Capital Lp sold out a holding in United Parcel Service Inc. The sale prices were between $86.17 and $118.61, with an estimated average price of $104.08.

Sold Out: Tesla Inc (TSLA)

Twinbeech Capital Lp sold out a holding in Tesla Inc. The sale prices were between $361.22 and $917.42, with an estimated average price of $619.73.

Sold Out: Ross Stores Inc (ROST)

Twinbeech Capital Lp sold out a holding in Ross Stores Inc. The sale prices were between $59.97 and $123.81, with an estimated average price of $107.35.

Sold Out: TJX Companies Inc (TJX)

Twinbeech Capital Lp sold out a holding in TJX Companies Inc. The sale prices were between $36.76 and $63.99, with an estimated average price of $57.77.

Sold Out: Constellation Brands Inc (STZ)

Twinbeech Capital Lp sold out a holding in Constellation Brands Inc. The sale prices were between $105.64 and $208.34, with an estimated average price of $177.28.

Sold Out: Lululemon Athletica Inc (LULU)

Twinbeech Capital Lp sold out a holding in Lululemon Athletica Inc. The sale prices were between $138.98 and $263.68, with an estimated average price of $224.6.



Here is the complete portfolio of TWINBEECH CAPITAL LP. Also check out:

1. TWINBEECH CAPITAL LP's Undervalued Stocks
2. TWINBEECH CAPITAL LP's Top Growth Companies, and
3. TWINBEECH CAPITAL LP's High Yield stocks
4. Stocks that TWINBEECH CAPITAL LP keeps buying