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TWIN icon

AMH Equity’s Twin Disc TWIN Stock Holding History

AMH Equity’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.6M Sell
330,090
-133,910
-29% -$1.45M 5.73% 3
2025
Q2 		$4.1M Sell
464,000
-66,086
-12% -$488K 5.38% 5
2025
Q1 		$4.01M Sell
530,086
-183,600
-26% -$1.78M 6.05% 4
2024
Q4 		$8.39M Sell
713,686
-22,917
-3% -$274K 8.26% 3
2024
Q3 		$9.2M Hold
736,603
– – 11.67% 1
2024
Q2 		$8.68M Buy
736,603
+36,603
+5% +$542K 11.5% 1
2024
Q1 		$11.6M Sell
700,000
-49,983
-7% -$783K 11.35% 1
2023
Q4 		$12.1M Sell
749,983
-55,520
-7% -$784K 10.88% 1
2023
Q3 		$11.1M Sell
805,503
-19,997
-2% -$259K 12.15% 1
2023
Q2 		$9.3M Buy
825,500
+109,884
+15% +$1.2M 10.62% 3
2023
Q1 		$6.82M Hold
715,616
– – 7.81% 4
2022
Q4 		$6.96M Buy
715,616
+38,224
+6% +$405K 10.32% 2
2022
Q3 		$7.77M Hold
677,392
– – 11.73% 1
2022
Q2 		$6.14M Sell
677,392
-1,943
-0.3% -$23.8K 10.59% 2
2022
Q1 		$11.3M Hold
679,335
– – 11.72% 1
2021
Q4 		$7.45M Buy
+679,335
New +$8.17M 10.35% 2

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AMH Equity's TWIN Position: Q3 2025 in Review

AMH Equity reduced its Twin Disc (TWIN) stake by 29% in Q3 2025, selling an estimated $1.45M and leaving 330,090 shares worth $4.6M. The position accounts for 5.73% of the portfolio, ranked #3.

AMH Equity first reported a position in TWIN in Q4 2021 and has held it in 16 quarters since. The position peaked at $12.1M in Q4 2023. 76 funds tracked by Wall St. Rank hold TWIN as of Q3 2025.

  • AMH Equity held 330,090 shares of Twin Disc worth $4.6M as of Q3 2025.
  • AMH Equity sold 133,910 Twin Disc shares in Q3 2025, an estimated $1.45M.
  • Twin Disc made up 5.73% of AMH Equity's portfolio in Q3 2025, its #3 holding.
  • AMH Equity first reported a position in Twin Disc in Q4 2021 and has held it in 16 quarters since.
  • AMH Equity's Twin Disc position peaked at $12.1M in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Twin Disc as of Q3 2025.

Based on AMH Equity's 13F filing for Q3 2025, filed 29 Oct 2025.