KCM
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Kennedy Capital Management’s Twin Disc TWIN Stock Holding History

Kennedy Capital Management’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 		$1.43M Sell
61,506
-429
-0.7% -$7.86K 0.03% 486
2026
Q1 		$933K Buy
61,935
+1,122
+2% +$19K 0.02% 493
2025
Q4 		$1.01M Sell
60,813
-383
-0.6% -$5.93K 0.02% 482
2025
Q3 		$853K Sell
61,196
-247
-0.4% -$2.67K 0.02% 512
2025
Q2 		$543K Sell
61,443
-49,423
-45% -$365K 0.01% 543
2025
Q1 		$839K Sell
110,866
-648
-0.6% -$6.29K 0.02% 539
2024
Q4 		$1.31M Sell
111,514
-2,853
-2% -$34.1K 0.03% 570
2024
Q3 		$1.43M Buy
114,367
+6,334
+6% +$81.2K 0.03% 558
2024
Q2 		$1.27M Sell
108,033
-505
-0.5% -$7.48K 0.03% 566
2024
Q1 		$1.79M Sell
108,538
-1,643
-1% -$25.8K 0.04% 536
2023
Q4 		$1.78M Sell
110,181
-1,017
-0.9% -$14.4K 0.04% 515
2023
Q3 		$1.53M Hold
111,198
– – 0.04% 510
2023
Q2 		$1.25M Hold
111,198
– – 0.03% 532
2023
Q1 		$1.06M Buy
+111,198
New +$1.16M 0.03% 482

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

Kennedy Capital Management's TWIN Position: Q2 2026 in Review

Kennedy Capital Management reduced its Twin Disc (TWIN) stake by 0.69% in Q2 2026, selling an estimated $7.86K and leaving 61,506 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #486.

Kennedy Capital Management first reported a position in TWIN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.79M in Q1 2024. 92 funds tracked by Wall St. Rank hold TWIN as of Q2 2026.

  • Kennedy Capital Management held 61,506 shares of Twin Disc worth $1.43M as of Q2 2026.
  • Kennedy Capital Management sold 429 Twin Disc shares in Q2 2026, an estimated $7.86K.
  • Twin Disc made up 0.03% of Kennedy Capital Management's portfolio in Q2 2026, its #486 holding.
  • Kennedy Capital Management first reported a position in Twin Disc in Q1 2023 and has held it in 14 quarters since.
  • Kennedy Capital Management's Twin Disc position peaked at $1.79M in Q1 2024.
  • 92 funds tracked by Wall St. Rank held Twin Disc as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.