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Juniper Investment Company’s Twin Disc TWIN Stock Holding History

Juniper Investment Company’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 		$23.8M Hold
1,024,954
– – 6.3% 6
2026
Q1 		$15.4M Hold
1,024,954
– – 4.93% 6
2025
Q4 		$17.1M Hold
1,024,954
– – 5.88% 6
2025
Q3 		$14.3M Hold
1,024,954
– – 5.47% 6
2025
Q2 		$9.05M Hold
1,024,954
– – 3.72% 6
2025
Q1 		$7.76M Hold
1,024,954
– – 3.49% 6
2024
Q4 		$12M Hold
1,024,954
– – 4.74% 6
2024
Q3 		$12.8M Hold
1,024,954
– – 5.34% 6
2024
Q2 		$12.1M Hold
1,024,954
– – 5.79% 6
2024
Q1 		$16.9M Hold
1,024,954
– – 8.43% 6
2023
Q4 		$16.6M Sell
1,024,954
-10,119
-1% -$143K 8.81% 6
2023
Q3 		$14.2M Hold
1,035,073
– – 9.02% 6
2023
Q2 		$11.7M Hold
1,035,073
– – 7.4% 6
2023
Q1 		$9.86M Hold
1,035,073
– – 7.21% 5
2022
Q4 		$10.1M Hold
1,035,073
– – 7.38% 7
2022
Q3 		$11.9M Hold
1,035,073
– – 10.02% 5
2022
Q2 		$9.38M Hold
1,035,073
– – 8.13% 6
2022
Q1 		$17.2M Buy
1,035,073
+10,119
+1% +$133K 10.8% 3
2021
Q4 		$11.2M Hold
1,024,954
– – 7.58% 5
2021
Q3 		$10.9M Hold
1,024,954
– – 9.6% 5
2021
Q2 		$14.6M Hold
1,024,954
– – 9.67% 3
2021
Q1 		$9.8M Hold
1,024,954
– – 7% 5
2020
Q4 		$8.05M Hold
1,024,954
– – 6.29% 5
2020
Q3 		$5.19M Hold
1,024,954
– – 5.5% 6
2020
Q2 		$5.68M Buy
1,024,954
+280,542
+38% +$1.63M 6.3% 5
2020
Q1 		$5.2M Buy
744,412
+109,836
+17% +$1.03M 8.04% 4
2019
Q4 		$6.99M Hold
634,576
– – 6.8% 6
2019
Q3 		$6.72M Buy
+634,576
New +$7.52M 7.01% 6

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Juniper Investment Company's TWIN Position: Q2 2026 in Review

Juniper Investment Company held its Twin Disc (TWIN) position steady in Q2 2026 at 1,024,954 shares worth $23.8M. The position accounts for 6.3% of the portfolio, ranked #6.

Juniper Investment Company first reported a position in TWIN in Q3 2019 and has held it in 28 quarters since. 92 funds tracked by Wall St. Rank hold TWIN as of Q2 2026.

  • Juniper Investment Company held 1,024,954 shares of Twin Disc worth $23.8M as of Q2 2026.
  • Juniper Investment Company left its Twin Disc share count unchanged in Q2 2026.
  • Twin Disc made up 6.3% of Juniper Investment Company's portfolio in Q2 2026, its #6 holding.
  • Juniper Investment Company first reported a position in Twin Disc in Q3 2019 and has held it in 28 quarters since.
  • 92 funds tracked by Wall St. Rank held Twin Disc as of Q2 2026.

Based on Juniper Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.