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Portfolio (Quarterly) Guide ↗

Twin Tree Management, LP

· CIK 0001535588
13F Portfolio $4.7B AUM 1,240 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 455 New 205 Added 559 Reduced 566 Exited
Page 11 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CALL LIBERTY MEDIA CORP. 2,500.0 $213K 0.00% +600.0 +31.6% $85.02
202 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4,629.0 $180K 0.00% +5K +10000.0% $38.97 -6.8%
203 INSTALLED BUILDING PRODUCTS 564.0 $150K 0.00% +32.0 +6.0% $265.15
204 JCI JOHNSON CONTROLS INTERNATION Industrials 544.0 $71K 0.00% +284.0 +109.2% $130.95 +3.5%
205 GKOS CALL GLAUKOS CORPORATION Healthcare 500.0 $54K 0.00% +400.0 +400.0% $107.66 +29.1%
Page 11 of 11  ·  205 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 31.7%
Consumer Cyclical 12.2%
Financial Services 10.8%
Industrials 10.4%
Healthcare 8.7%
Basic Materials 8.5%
Consumer Defensive 5.8%
Energy 3.9%
Communication Services 3.7%
Utilities 2.9%