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Portfolio (Quarterly) Guide ↗

Twin Tree Management, LP

· CIK 0001535588
13F Portfolio $11.5B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1351 New
Page 64 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 460.0 $181K 0.00% NEW $393.30 -18.6%
1262 LRN STRIDE INC Consumer Defensive 2,760.0 $179K 0.00% NEW $64.93 +35.0%
1263 RRC RANGE RES CORP Energy 5,052.0 $178K 0.00% NEW $35.26 +19.3%
1264 TT TRANE TECHNOLOGIES PLC Industrials 449.0 $175K 0.00% NEW $389.20 +16.1%
1265 S SENTINELONE INC Technology 11,483.0 $172K 0.00% NEW $15.00 +19.8%
1266 PUT LIBERTY MEDIA CORP DEL 1,700.0 $167K 0.00% NEW $98.51
1267 GH PUT GUARDANT HEALTH INC Healthcare 1,600.0 $163K 0.00% NEW $102.14 +15.5%
1268 USB CALL US BANCORP DEL Financial Services 3,000.0 $160K 0.00% NEW $53.36 +2.1%
1269 CME CME GROUP INC Financial Services 586.0 $160K 0.00% NEW $273.08 +5.9%
1270 GE GE AEROSPACE Industrials 516.0 $159K 0.00% NEW $308.03 -2.0%
1271 TREX TREX CO INC Industrials 4,519.0 $159K 0.00% NEW $35.08 +9.0%
1272 TREX PUT TREX CO INC Industrials 4,500.0 $158K 0.00% NEW $35.08 +9.0%
1273 TFII TFI INTL INC Industrials 1,416.0 $146K 0.00% NEW $103.35 +42.1%
1274 FITB FIFTH THIRD BANCORP Financial Services 3,017.0 $141K 0.00% NEW $46.81 +5.0%
1275 INSTALLED BLDG PRODS INC 532.0 $138K 0.00% NEW $259.39
1276 MNDY MONDAY COM LTD Technology 929.0 $137K 0.00% NEW $147.56 -48.3%
1277 IVZ PUT INVESCO LTD Financial Services 5,200.0 $137K 0.00% NEW $26.27 +2.7%
1278 IMO IMPERIAL OIL LTD Energy 1,494.0 $129K 0.00% NEW $86.31 +55.1%
1279 URBN CALL URBAN OUTFITTERS INC Consumer Cyclical 1,700.0 $128K 0.00% NEW $75.26 -4.8%
1280 AWK AMERICAN WTR WKS CO INC NEW Utilities 975.0 $127K 0.00% NEW $130.50 -5.1%
Page 64 of 68  ·  1,351 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.5%
Financial Services 14.1%
Consumer Cyclical 12.6%
Basic Materials 11.5%
Healthcare 9.2%
Industrials 7.0%
Communication Services 3.6%
Energy 3.6%
Consumer Defensive 3.3%
Utilities 1.2%