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TWIN icon

Bailard’s Twin Disc TWIN Stock Holding History

Bailard’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 		– Sell
-29,018
Closed -$256K – 878
2025
Q2 		$256K Buy
+29,018
New +$214K 0.01% 660

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
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 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

Bailard's TWIN Position: Q3 2025 in Review

Bailard sold out of Twin Disc (TWIN) in Q3 2025, closing a stake of 29,018 shares — an estimated $256K sold.

Bailard first reported a position in TWIN in Q2 2025 and held it in 1 quarter. The position peaked at $256K in Q2 2025. 76 funds tracked by Wall St. Rank hold TWIN as of Q3 2025.

  • Bailard reported no remaining Twin Disc position as of Q3 2025 after selling out during the quarter.
  • Bailard sold 29,018 Twin Disc shares in Q3 2025, an estimated $256K.
  • Bailard first reported a position in Twin Disc in Q2 2025 and held it in 1 quarter.
  • Bailard's Twin Disc position peaked at $256K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Twin Disc as of Q3 2025.

Based on Bailard's 13F filing for Q3 2025, filed 30 Oct 2025.