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Essential Partners’s Twin Disc TWIN Stock Holding History

Essential Partners’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
Q4 		– Sell
-1
Closed -$14 – 2919
2025
Q3 		$14 Sell
1
-22
-96% -$238 ﹤0.01% 2651
2025
Q2 		$203 Buy
+23
New +$170 ﹤0.01% 1939

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $551M AUM 49.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Essential Partners's TWIN Position: Q4 2025 in Review

Essential Partners sold out of Twin Disc (TWIN) in Q4 2025, closing a stake of 1 share — an estimated $14 sold.

Essential Partners first reported a position in TWIN in Q2 2025 and held it in 2 quarters. The position peaked at $203 in Q2 2025. 74 funds tracked by Wall St. Rank hold TWIN as of Q4 2025.

  • Essential Partners reported no remaining Twin Disc position as of Q4 2025 after selling out during the quarter.
  • Essential Partners sold 1 Twin Disc share in Q4 2025, an estimated $14.
  • Essential Partners first reported a position in Twin Disc in Q2 2025 and held it in 2 quarters.
  • Essential Partners's Twin Disc position peaked at $203 in Q2 2025.
  • 74 funds tracked by Wall St. Rank held Twin Disc as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.