JO
TWIN icon

John Overdeck’s Twin Disc TWIN Stock Holding History

John Overdeck’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
2026
Q2 		$454K Sell
19,585
-8,023
-29% -$147K ﹤0.01% 4223
2026
Q1 		$416K Sell
27,608
-4,998
-15% -$84.5K ﹤0.01% 3850
2025
Q4 		$544K Sell
32,606
-17,538
-35% -$272K ﹤0.01% 3257
2025
Q3 		$699K Buy
+50,144
New +$542K ﹤0.01% 2806
2020
Q1 		– Sell
-20,166
Closed -$222K – 3843
2019
Q4 		$222K Buy
+20,166
New +$211K ﹤0.01% 3369
2018
Q4 		– Sell
-22,417
Closed -$516K – 3537
2018
Q3 		$516K Buy
22,417
+8,328
+59% +$212K ﹤0.01% 2427
2018
Q2 		$350K Buy
+14,089
New +$357K ﹤0.01% 2857
2017
Q1 		– Sell
-14,589
Closed -$213K – 3343
2016
Q4 		$213K Sell
14,589
-12,075
-45% -$156K ﹤0.01% 2902
2016
Q3 		$319K Sell
26,664
-7,038
-21% -$78.4K ﹤0.01% 2717
2016
Q2 		$362K Sell
33,702
-596
-2% -$6.27K ﹤0.01% 2450
2016
Q1 		$347K Buy
34,298
+8,546
+33% +$82.2K ﹤0.01% 2300
2015
Q4 		$271K Buy
+25,752
New +$299K ﹤0.01% 2304
2015
Q3 		– Sell
-18,053
Closed -$337K – 2747
2015
Q2 		$337K Buy
18,053
+2,321
+15% +$42.3K ﹤0.01% 2359
2015
Q1 		$278K Sell
15,732
-19,759
-56% -$357K ﹤0.01% 2312
2014
Q4 		$705K Buy
35,491
+27,118
+324% +$632K ﹤0.01% 1547
2014
Q3 		$226K Buy
8,373
+722
+9% +$22.2K ﹤0.01% 1563
2014
Q2 		$253K Buy
+7,651
New +$231K ﹤0.01% 1904

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

John Overdeck's TWIN Position: Q2 2026 in Review

John Overdeck reduced its Twin Disc (TWIN) stake by 29% in Q2 2026, selling an estimated $147K and leaving 19,585 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #4223.

John Overdeck first reported a position in TWIN in Q2 2014 and has held it in 17 quarters since. The position peaked at $705K in Q4 2014. 91 funds tracked by Wall St. Rank hold TWIN as of Q2 2026.

  • John Overdeck held 19,585 shares of Twin Disc worth $454K as of Q2 2026.
  • John Overdeck sold 8,023 Twin Disc shares in Q2 2026, an estimated $147K.
  • Twin Disc made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4223 holding.
  • John Overdeck first reported a position in Twin Disc in Q2 2014 and has held it in 17 quarters since.
  • John Overdeck's Twin Disc position peaked at $705K in Q4 2014.
  • 91 funds tracked by Wall St. Rank held Twin Disc as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.