TwinBeech Capital’s Antero Midstream AM Stock Holding History

TwinBeech Capital’s Portfolio AM Stock Details AM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-24,171	Closed	-$430K	–	555
2025 Q4	$430K	Buy	24,171 +12,499	+107%	+$225K	0.03%	424
2025 Q3	$227K	Sell	11,672 -366,284	-97%	-$6.62M	0.01%	511
2025 Q2	$7.16M	Buy	+377,956	New	+$6.75M	0.16%	164
2023 Q4	–	Sell	-11,919	Closed	-$143K	–	628
2023 Q3	$143K	Buy	+11,919	New	+$141K	﹤0.01%	602
2022 Q3	–	Sell	-127,425	Closed	-$1.15M	–	604
2022 Q2	$1.15M	Buy	127,425 +14,225	+13%	+$148K	0.05%	302
2022 Q1	$1.23M	Buy	+113,200	New	+$1.15M	0.05%	292
2021 Q3	–	Sell	-46,133	Closed	-$479K	–	560
2021 Q2	$479K	Buy	+46,133	New	+$440K	0.06%	304

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TwinBeech Capital's AM Position: Q1 2026 in Review

TwinBeech Capital sold out of Antero Midstream (AM) in Q1 2026, closing a stake of 24,171 shares — an estimated $430K sold.

TwinBeech Capital first reported a position in AM in Q2 2021 and held it in 7 quarters. The position peaked at $7.16M in Q2 2025. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

TwinBeech Capital reported no remaining Antero Midstream position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 24,171 Antero Midstream shares in Q1 2026, an estimated $430K.
TwinBeech Capital first reported a position in Antero Midstream in Q2 2021 and held it in 7 quarters.
TwinBeech Capital's Antero Midstream position peaked at $7.16M in Q2 2025.
510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.