Ownership history in Twin Tree Management, LP Β· 15 quarters on record
This page tracks every 13F SEC filing in which Twin Tree Management, LP reported a position in CLEAN HARBORS, INC. (CLH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Twin Tree Management, LP outperformed the S&P 500 by +27.5% annually on this CLH position. Timing score: 64% (9/14 decisions correct). Average cost basis: $150.44. Maximum drawdown during holding period: β18.5%.
π₯ Exceptional β beat the S&P 500 by 27.5% per year on this position.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 14 add/trim decisions correct
Best entry: $49.35 (2018 Q4) Β· Worst: $232.22 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 6 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size