Twin DiscTWIN

13F holders, Q4 2024 (December 31)
68holders −1
2new positions
5sold out
3famous investors
$11.75avg. 13F price*

At the end of Q4 2024, 68 institutions reported holding Twin Disc Inc. (TWIN) in their 13F filings, down 1 from Q3 2024. 2 opened new positions and 5 sold out. The largest holders were GAMCO Investors ($19.2M), Juniper Investment Company, LLC ($12.0M) and AMH Equity Ltd ($8.4M). 3 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$230K
Exits5$85K

All 13F filers, Q3 2024 → Q4 2024: 231,562 shares bought and 201,456 shares sold, net +30,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

GAMCO Investors 0.20% Reduce -0.4% 1,630,152 $19.2M
Juniper Investment Company, LLC 4.75% No change 1,024,954 $12.0M
AMH Equity Ltd 8.60% Reduce -3.1% 713,686 $8.4M
BlackRock, Inc. 0.00% Add +1.2% 677,701 $8.0M
Vanguard Group Inc. 0.00% Add +0.3% 637,375 $7.5M
Dimensional Fund Advisors LP 0.00% Add +3.5% 597,475 $7.0M
Pacific Ridge Capital Partners, LLC 1.52% Add +16.1% 565,277 $6.6M
Gabelli Funds LLC 0.03% No change 386,024 $4.5M
Royce & Associates LP 0.04% Reduce -17.3% 329,234 $3.9M
Geode Capital Management, LLC 0.00% Add +1.8% 255,490 $3.0M
Grace & White Inc. 0.48% No change 214,136 $2.5M
Neuberger Berman Group LLC 0.00% Reduce -6.1% 183,612 $2.2M
Heartland Advisors Inc. 0.11% Reduce -5.0% 180,000 $2.1M
State Street Corp. 0.00% Reduce -0.8% 122,880 $1.4M
Kennedy Capital Management LLC 0.03% Reduce -2.5% 111,514 $1.3M
Segall Bryant & Hamill, LLC 0.02% Reduce -0.6% 110,177 $1.3M
Renaissance Technologies 0.00% Reduce -1.0% 101,393 $1.2M
Teton Advisors, Inc. 0.62% Reduce -2.4% 100,500 $1.2M
Northern Trust Corp. 0.00% Add +4.4% 98,914 $1.2M
Bank of New York Mellon Corp 0.00% Reduce -3.4% 90,465 $1.1M
Bridgeway Capital Management, LLC 0.02% Add +8.7% 85,928 $1.0M
Acadian Asset Management LLC 0.00% Reduce -3.0% 78,517 $920K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +0.4% 53,125 $624K
American Century Companies Inc. 0.00% Reduce -4.5% 52,654 $619K
Janney Montgomery Scott LLC 0.00% Reduce -3.6% 44,008 $517K
JPMorgan Chase & Co. 0.00% Add +689.1% 38,342 $451K
Goldman Sachs Group Inc. 0.00% Add +55.9% 34,938 $411K
First Trust Advisors LP 0.00% Reduce -9.4% 34,275 $403K
Charles Schwab Investment Management Inc. 0.00% Reduce -0.1% 31,735 $373K
Ameriprise Financial Inc. 0.00% Reduce -0.2% 31,221 $367K
Morgan Stanley 0.00% Reduce -11.5% 29,258 $344K
Skylands Capital, LLC 0.04% Add +110.0% 27,300 $321K
UBS Group AG 0.00% Add +136.3% 21,450 $252K
Royal Bank of Canada 0.00% Add +0.1% 20,922 $246K
Empowered Funds, LLC 0.00% Add +26.0% 17,427 $205K
Barclays PLC 0.00% Add +13.0% 16,792 $197K
Wells Fargo & Company 0.00% Add +9.4% 16,552 $194K
O'shaughnessy Asset Management, LLC 0.00% Reduce -39.7% 15,207 $179K
Nuveen Asset Management, LLC 0.00% No change 15,002 $176K
Bank of America Corp. 0.00% Add +75.7% 14,721 $173K
Citadel Advisors 0.00% Reduce -44.7% 13,867 $163K
Trexquant Investment LP 0.00% Reduce -45.0% 11,815 $139K
Rhumbline Advisers 0.00% Reduce -0.1% 11,598 $136K
Susquehanna International Group, LLP 0.00% New 10,930 $128K
STRS Ohio 0.00% Reduce -41.3% 9,800 $115K
Citigroup Inc. 0.00% Add +5.7% 8,608 $101K
Deutsche Bank AG 0.00% New 8,603 $101K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.9% 6,488 $76K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 5,549 $65K
BNP Paribas Financial Markets 0.00% Reduce -69.5% 4,725 $56K
Police & Firemen's Retirement System of New Jersey 0.00% — 2,244 $26K
New York State Common Retirement Fund 0.00% No change 1,700 $20K
Central Pacific Bank - Trust Division 0.00% No change 1,500 $18K
Tower Research Capital LLC (TRC) 0.00% Add +80.0% 1,444 $17K
Ameritas Investment Partners, Inc. 0.00% No change 1,094 $13K
FMR LLC 0.00% Reduce -27.9% 1,093 $13K
Legal & General Group Plc 0.00% No change 960 $11K
California State Teachers Retirement System 0.00% No change 809 $10K
SBI Securities Co., Ltd. 0.00% — 514 $6K
Comerica Bank 0.00% Add +6.0% 443 $5K
Amalgamated Bank 0.00% No change 386 $5K
Sterling Capital Management LLC 0.00% Add +982.9% 379 $4K
Osaic Holdings, Inc. 0.00% No change 125 $1K
Cwm, LLC 0.00% Reduce -45.3% 64 $1K
IAG Wealth Partners, LLC 0.00% No change 66 $776
PNC Financial Services Group, Inc. 0.00% No change 13 $153
Coppell Advisory Solutions LLC 0.00% No change 12 $140
Huntington National Bank 0.00% No change 2 $24

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