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Owls Nest Partners IA’s Timken Company TKR Stock Holding History

Owls Nest Partners IA’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.6M Sell
334,613
-41,504
-11% -$4.99M 15.78% 2
2026
Q1 		$37.8M Buy
+376,117
New +$37.4M 13.24% 3

Other funds holding TKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Owls Nest Partners IA's TKR Position: Q2 2026 in Review

Owls Nest Partners IA reduced its Timken Company (TKR) stake by 11% in Q2 2026, selling an estimated $4.99M and leaving 334,613 shares worth $48.6M. The position accounts for 15.78% of the portfolio, ranked #2.

Owls Nest Partners IA first reported a position in TKR in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Owls Nest Partners IA held 334,613 shares of Timken Company worth $48.6M as of Q2 2026.
  • Owls Nest Partners IA sold 41,504 Timken Company shares in Q2 2026, an estimated $4.99M.
  • Timken Company made up 15.78% of Owls Nest Partners IA's portfolio in Q2 2026, its #2 holding.
  • Owls Nest Partners IA first reported a position in Timken Company in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Owls Nest Partners IA's 13F filing for Q2 2026, filed 13 Aug 2026.