Twin DiscTWIN

13F holders, Q1 2024 (March 31)
63holders
4famous investors
$16.53avg. 13F price*

At the end of Q1 2024, 63 institutions reported holding Twin Disc Inc. (TWIN) in their 13F filings. The largest holders were GAMCO Investors ($26.4M), Juniper Investment Company, LLC ($16.9M) and AMH Equity Ltd ($11.6M). 4 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Twin Disc Inc.
CUSIP
901476101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 63Q1 2024Q2 2024: 71Q2 2024Q3 2024: 69Q3 2024Q4 2024: 68Q4 2024Q1 2025: 76Q1 2025Q2 2025: 79Q2 2025Q3 2025: 76Q3 2025Q4 2025: 74Q4 2025Q1 2026: 79Q1 2026Q2 2026: 92Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions9$3.2M
Exits3$315K

Ownership 63 holders

GAMCO Investors 0.27% Reduce -0.5% 1,597,669 $26.4M
Juniper Investment Company, LLC 8.43% No change 1,024,954 $16.9M
AMH Equity Ltd 12.76% Reduce -6.7% 700,000 $11.6M
Pacific Ridge Capital Partners, LLC 1.98% Reduce -4.9% 545,145 $9.0M
Vanguard Group Inc. 0.00% Add +6.8% 540,668 $8.9M
Dimensional Fund Advisors LP 0.00% Add +3.7% 538,831 $8.9M
Royce & Associates LP 0.06% Reduce -0.2% 438,796 $7.3M
Gabelli Funds LLC 0.05% Reduce -0.3% 371,867 $6.1M
Neuberger Berman Group LLC 0.00% Reduce -2.1% 318,568 $5.3M
Heartland Advisors Inc. 0.22% Reduce -37.5% 250,000 $4.1M
Grace & White Inc. 0.64% Reduce -0.9% 212,336 $3.5M
Millennium Management 0.00% Add +175.9% 166,957 $2.8M
BlackRock Inc. 0.00% Reduce -4.6% 163,022 $2.7M
Geode Capital Management, LLC 0.00% Add +3.3% 114,694 $1.9M
RBF Capital, LLC 0.10% No change 112,561 $1.9M
Susquehanna International Group, LLP 0.00% Add +69.1% 110,908 $1.8M
Kennedy Capital Management LLC 0.04% Reduce -1.5% 108,538 $1.8M
Teton Advisors, Inc. 0.62% Reduce -6.4% 103,000 $1.7M
Jane Street Group, LLC 0.00% Add +206.1% 101,959 $1.7M
Renaissance Technologies 0.00% Add +7.9% 98,520 $1.6M
Victory Capital Management Inc. 0.00% Reduce -10.0% 86,753 $1.4M
Bank of New York Mellon Corp 0.00% Reduce -8.8% 70,903 $1.2M
Bridgeway Capital Management, LLC 0.02% Add +7.2% 65,201 $1.1M
Acadian Asset Management LLC 0.00% Add +1.1% 62,741 $1.0M
Goldman Sachs Group Inc. 0.00% New 47,916 $792K
Janney Montgomery Scott LLC 0.00% Add +9.2% 42,695 $706K
Qube Research & Technologies Ltd 0.00% Add +18.4% 39,667 $656K
Ameriprise Financial Inc. 0.00% New 37,327 $617K
O'shaughnessy Asset Management, LLC 0.01% Add +64.2% 36,366 $601K
State Street Corp. 0.00% Add +2.5% 36,305 $600K
Skylands Capital, LLC 0.08% Reduce -38.5% 35,300 $584K
HRT Financial LP 0.00% New 31,605 $522K
Northern Trust Corp. 0.00% Reduce -20.1% 29,317 $485K
Man Group plc 0.00% New 26,481 $438K
Citigroup Inc. 0.00% Reduce -4.4% 26,106 $432K
Bank of America Corp. 0.00% Reduce -43.6% 25,822 $427K
Marshall Wace, LLP 0.00% New 24,885 $411K
Balyasny Asset Management L.P. 0.00% Reduce -41.2% 18,869 $312K
Citadel Advisors 0.00% Add +30.0% 17,541 $290K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +64.2% 17,052 $282K
Royal Bank of Canada 0.00% Reduce -0.6% 15,900 $263K
Ritholtz Wealth Management 0.01% Add +54.5% 15,657 $259K
Barclays PLC 0.00% Reduce -29.0% 14,659 $242K
JPMorgan Chase & Co. 0.00% Add +45.8% 14,306 $236K
Morgan Stanley 0.00% Add +53.3% 13,774 $228K
Point72 Asia (Singapore) Pte. Ltd. 0.05% New 11,641 $192K
Cubist Systematic Strategies, LLC 0.00% New 11,564 $191K
Wells Fargo & Company 0.00% Reduce -19.7% 10,101 $167K
ExodusPoint Capital Management, LP 0.00% Reduce -58.6% 10,023 $166K
EntryPoint Capital, LLC 0.03% New 2,183 $36K
UBS Group AG 0.00% Reduce -48.1% 1,786 $30K
Central Pacific Bank - Trust Division 0.00% — 1,500 $26K
US Bancorp \de 0.00% No change 1,445 $24K
Rhumbline Advisers 0.00% No change 1,200 $20K
Allworth Financial LP 0.00% No change 537 $9K
Comerica Bank 0.00% Reduce -8.1% 352 $6K
Lazard Asset Management LLC 0.00% Reduce -3.3% 174 $2K
Osaic Holdings, Inc. 0.00% Reduce -91.4% 75 $1K
IAG Wealth Partners, LLC 0.00% No change 66 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -95.0% 62 $1K
PNC Financial Services Group, Inc. 0.00% Reduce -7.1% 13 $215
Huntington National Bank 0.00% No change 2 $33
Macquarie Group Ltd. 0.00% New 391 $6

"% of holder's portfolio" is TWIN's weight in each manager's 13F, not the share of Twin Disc Inc. the manager owns.