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 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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kennedy Capital Management's TWIN Position: Q1 2026 in Review

Kennedy Capital Management increased its Twin Disc (TWIN) stake by 1.8% in Q1 2026, buying an estimated $19K and bringing the position to 61,935 shares worth $933K. The position accounts for 0.02% of the portfolio, ranked #493.

Kennedy Capital Management first reported a position in TWIN in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q1 2024. 79 funds tracked by Wall St. Rank hold TWIN as of Q1 2026.

Kennedy Capital Management held 61,935 shares of Twin Disc worth $933K as of Q1 2026.
Kennedy Capital Management bought 1,122 Twin Disc shares in Q1 2026, an estimated $19K.
Twin Disc made up 0.02% of Kennedy Capital Management's portfolio in Q1 2026, its #493 holding.
Kennedy Capital Management first reported a position in Twin Disc in Q1 2023 and has held it in 13 quarters since.
Kennedy Capital Management's Twin Disc position peaked at $1.79M in Q1 2024.
79 funds tracked by Wall St. Rank held Twin Disc as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.