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Twin Securities, Inc. 13F holdings, Q3 2024

Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →

Twin Securities, Inc. disclosed 12 US equity positions worth $85.6m in its Q3 2024 13F filing. The largest position was JNP at 30.9% of the reported book, followed by 0C3 and HES.

· Q4 2024 →

What did Twin Securities, Inc. own in Q3 2024? Top 12 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 JNP JUNIPER NETWORKS INC 30.9%$26.4m678,257 –
2 0C3 ENDEAVOR GROUP HLDGS INC 21.0%$18.0m629,715 –
3 HES HESS CORP 15.2%$13.0m95,663 –
4 SMARGBP SMARTSHEET INC 10.6%$9.1m164,347 –
5 SRCLEUR STERICYCLE INC 5.4%$4.6m75,722 –
6 HCP2EUR HASHICORP INC 5.4%$4.6m136,356 –
7 VSTOEUR VISTA OUTDOOR INC 4.8%$4.1m104,576 –
8 AXNX* AXONICS INC 2.3%$2.0m28,559 –
9 KEL KELLANOVA 2.3%$2.0m24,500 –
10 AMED AMEDISYS INC 1.3%$1.2m11,945 –
11 MANCHESTER UTD PLC NEW 0.7%$586.8k36,266 –
12 NEXT NEXTDECADE CORP Energy 0.1%$52.0k11,042 –

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.