TwinBeech Capital’s Everest Group EG Stock Holding History

TwinBeech Capital’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,355	Closed	-$2.5M	–	632
2025 Q2	$2.5M	Sell	7,355 -1,929	-21%	-$666K	0.06%	292
2025 Q1	$3.37M	Buy	+9,284	New	+$3.28M	0.06%	311
2024 Q4	–	Sell	-9,690	Closed	-$3.8M	–	686
2024 Q3	$3.8M	Buy	+9,690	New	+$3.69M	0.07%	301
2024 Q1	–	Sell	-50,958	Closed	-$18M	–	627
2023 Q4	$18M	Buy	+50,958	New	+$19.7M	0.29%	100
2023 Q3	–	Sell	-67,548	Closed	-$23.1M	–	701
2023 Q2	$23.1M	Buy	+67,548	New	+$24.4M	0.46%	60
2021 Q4	–	Sell	-8,905	Closed	-$2.23M	–	625
2021 Q3	$2.23M	Buy	+8,905	New	+$2.28M	0.16%	201
2020 Q4	–	Sell	-2,077	Closed	-$410K	–	473
2020 Q3	$410K	Buy	2,077 +740	+55%	+$158K	0.09%	302
2020 Q2	$276K	Buy	+1,337	New	+$260K	0.06%	302

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TwinBeech Capital's EG Position: Q3 2025 in Review

TwinBeech Capital sold out of Everest Group (EG) in Q3 2025, closing a stake of 7,355 shares — an estimated $2.5M sold.

TwinBeech Capital first reported a position in EG in Q2 2020 and held it in 8 quarters. The position peaked at $23.1M in Q2 2023. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

TwinBeech Capital reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 7,355 Everest Group shares in Q3 2025, an estimated $2.5M.
TwinBeech Capital first reported a position in Everest Group in Q2 2020 and held it in 8 quarters.
TwinBeech Capital's Everest Group position peaked at $23.1M in Q2 2023.
677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.