13F HOLDINGS REPORT
Twin Securities, Inc.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003469
Total Value
$176.2M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOEING CO | BA-PA | 301,700 | $63.2M | 35.87% |
| 2 | KELLANOVA | BEKE | 428,305 | $34.1M | 19.33% |
| 3 | HESS CORP | HESM | 204,131 | $28.3M | 16.05% |
| 4 | BLUEPRINT MEDICINES CORP | 09627Y109 | 120,126 | $15.4M | 8.74% |
| 5 | SURGERY PARTNERS INC | SGRY | 511,716 | $11.4M | 6.45% |
| 6 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 253,643 | $9.7M | 5.49% |
| 7 | ACUREN CORP | TICAW | 434,568 | $4.8M | 2.72% |
| 8 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 101,402 | $4.8M | 2.70% |
| 9 | DUN & BRADSTREET HLDGS INC | 26484T106 | 230,700 | $2.1M | 1.19% |
| 10 | PAPA JOHNS INTL INC | 698813102 | 35,249 | $1.7M | 0.98% |
| 11 | FOOT LOCKER INC | 344849104 | 25,000 | $612,500 | 0.35% |
| 12 | MANCHESTER UTD PLC NEW | G5784H106 | 12,143 | $216,267 | 0.12% |
| 13 | KELLANOVA | BEKE | 200 | $15,906 | 0.01% |