Twin DiscTWIN
About: Twin Disc Inc is a United States-based firm engaged in the manufacture and sale of marine and heavy-duty off-highway power transmission equipment. The company operates its business through two reportable segments: Manufacturing and Distribution. Its product portfolio includes marine transmissions, surface drives, propellers, and boat management systems as well as power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches, and control systems.
Employees: 910
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
13% more funds holding
Funds holding: 63 [Q1] → 71 (+8) [Q2]
2.0% more ownership
Funds ownership: 60.99% [Q1] → 62.99% (+2.0%) [Q2]
26% less capital invested
Capital invested by funds: $141M [Q1] → $104M (-$37.3M) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for TWIN.
