13F HOLDINGS REPORT
Twin Securities, Inc.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001149
Total Value
$170.7M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JUNIPER NETWORKS INC | 48203R104 | 1,195,838 | $44.8M | 26.24% |
| 2 | KELLANOVA | BEKE | 278,734 | $22.6M | 13.22% |
| 3 | HASHICORP INC | 418100103 | 534,460 | $18.3M | 10.71% |
| 4 | SMARTSHEET INC | 83200N103 | 313,073 | $17.5M | 10.28% |
| 5 | HESS CORP | HESM | 99,268 | $13.2M | 7.74% |
| 6 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 397,180 | $12.4M | 7.28% |
| 7 | ARCADIUM LITHIUM PLC | G0508H110 | 2,337,323 | $12.0M | 7.03% |
| 8 | ASPEN TECHNOLOGY INC | 29109X106 | 42,132 | $10.5M | 6.16% |
| 9 | REVELYST INC | 690045109 | 504,940 | $9.7M | 5.69% |
| 10 | SUMMIT MATLS INC | 86614U100 | 81,000 | $4.1M | 2.40% |
| 11 | AMEDISYS INC | 023436108 | 29,105 | $2.6M | 1.55% |
| 12 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 34,530 | $1.2M | 0.69% |
| 13 | JUNIPER NETWORKS INC | 48203R104 | 28,900 | $1.1M | 0.63% |
| 14 | MANCHESTER UTD PLC NEW | G5784H106 | 36,543 | $634,021 | 0.37% |