TwinBeech Capital’s Sitio Royalties STR Stock Holding History

TwinBeech Capital’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,428	Closed	-$228K	–	832
2025 Q2	$228K	Buy	+12,428	New	+$223K	0.01%	580
2025 Q1	–	Sell	-207,160	Closed	-$3.97M	–	959
2024 Q4	$3.97M	Buy	+207,160	New	+$4.63M	0.07%	251
2023 Q4	–	Sell	-149,293	Closed	-$3.61M	–	894
2023 Q3	$3.61M	Buy	149,293 +24,322	+19%	+$626K	0.07%	316
2023 Q2	$3.28M	Buy	+124,971	New	+$3.2M	0.06%	319

Other funds holding STR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TwinBeech Capital's STR Position: Q3 2025 in Review

TwinBeech Capital sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 12,428 shares — an estimated $228K sold.

TwinBeech Capital first reported a position in STR in Q2 2023 and held it in 4 quarters. The position peaked at $3.97M in Q4 2024. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

TwinBeech Capital reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 12,428 Sitio Royalties shares in Q3 2025, an estimated $228K.
TwinBeech Capital first reported a position in Sitio Royalties in Q2 2023 and held it in 4 quarters.
TwinBeech Capital's Sitio Royalties position peaked at $3.97M in Q4 2024.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

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