13F-HR filed by Twin Securities, Inc.
Twin Securities, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 17 holding rows worth $261,651,517.
- Accession
- 0001172661-26-000903
- Filer
- CIK 1351351
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 17 entries on the cover page, a total value of $261,651,517 stated on the cover page (in dollars after the unit check, H1), rows summing to $261,651,517 with VALUE read as dollars as filed, 13F file number 028-11568. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 133,145 | $59,390,659 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 483,589 | $49,113,299 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 239,836 | $49,005,690 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 1,114,989 | $32,133,983 | dollars as filed | |
| AVIDITY BIOSCIENCES INC COM | 05370A108 | Stock | 365,144 | $26,337,837 | dollars as filed | |
| CONFLUENT INC | 20717M103 | CLASS A COM | 505,486 | $15,285,897 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 25,200 | $7,275,744 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 405,583 | $6,996,307 | dollars as filed | |
| HOLOGIC INC | 436440101 | COM | 84,513 | $6,295,373 | dollars as filed | |
| CERIDIAN HCM HLDG INC | 15677J108 | COM | 39,241 | $2,713,908 | dollars as filed | |
| SURGERY PARTNERS INC | 86881A100 | COM | 170,258 | $2,630,486 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 49,314 | $1,189,454 | dollars as filed | |
| CIDARA THERAPEUTICS INC | 171757206 | COM NEW | 4,900 | $1,082,361 | dollars as filed | |
| ACUREN CORP | 00510N102 | COM | 77,339 | $781,897 | dollars as filed | |
| MINERALYS THERAPEUTICS INC | 603170101 | COM | 16,737 | $607,386 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 20,100 | $579,282 | dollars as filed | call |
| MANCHESTER UTD PLC NEW | G5784H106 | CMN | 14,570 | $231,954 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-000903 | this filing | 2026-02-17 | acceptance time not in the bulk data set |