Cramer Rosenthal McGlynn’s Timken Company TKR Stock Holding History

Cramer Rosenthal McGlynn’s Portfolio TKR Stock Details TKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.3M	Buy	+102,335	New	+$10.2M	0.76%	51
2016 Q2	–	Sell	-6,805	Closed	-$228K	–	226
2016 Q1	$228K	Sell	6,805 -1,237,530	-99%	-$35.9M	﹤0.01%	196
2015 Q4	$35.6M	Sell	1,244,335 -12,844	-1%	-$387K	0.53%	85
2015 Q3	$34.6M	Sell	1,257,179 -63,808	-5%	-$2.03M	0.47%	87
2015 Q2	$48.3M	Sell	1,320,987 -249,930	-16%	-$9.96M	0.6%	73
2015 Q1	$66.2M	Sell	1,570,917 -601,560	-28%	-$24.9M	0.74%	45
2014 Q4	$92.7M	Buy	2,172,477 +520,395	+31%	+$21.9M	0.95%	32
2014 Q3	$70M	Buy	1,652,082 +182,126	+12%	+$8.38M	0.7%	49
2014 Q2	$71.4M	Sell	1,469,956 -210,402	-13%	-$9.54M	0.57%	67
2014 Q1	$70.7M	Buy	1,680,358 +227,600	+16%	+$9.35M	0.54%	65
2013 Q4	$57.3M	Buy	1,452,758 +226,516	+18%	+$8.84M	0.41%	85
2013 Q3	$53M	Buy	1,226,242 +67,412	+6%	+$2.89M	0.4%	88
2013 Q2	$46.7M	Buy	+1,158,830	New	+$45.9M	0.35%	102

Other funds holding TKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Cramer Rosenthal McGlynn's TKR Position: Q1 2026 in Review

Cramer Rosenthal McGlynn opened a new position in Timken Company (TKR) in Q1 2026: 102,335 shares worth $10.3M. The stake represents 0.76% of the portfolio and ranks #51 among its holdings. This is a return to the name: Cramer Rosenthal McGlynn previously reported a position in TKR as recently as Q1 2016.

Cramer Rosenthal McGlynn first reported a position in TKR in Q2 2013 and has held it in 13 quarters since. The position peaked at $92.7M in Q4 2014. 532 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

Cramer Rosenthal McGlynn held 102,335 shares of Timken Company worth $10.3M as of Q1 2026.
Timken Company was a new Cramer Rosenthal McGlynn position in Q1 2026.
Timken Company made up 0.76% of Cramer Rosenthal McGlynn's portfolio in Q1 2026, its #51 holding.
Cramer Rosenthal McGlynn first reported a position in Timken Company in Q2 2013 and has held it in 13 quarters since.
Cramer Rosenthal McGlynn's Timken Company position peaked at $92.7M in Q4 2014.
532 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2026, filed 15 May 2026.