Peapod Lane Capital’s Twin Disc TWIN Stock Holding History

Peapod Lane Capital’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	–	Sell	-108,107	Closed	-$1.62M	–	67
2026 Q1	$1.62M	Sell	108,107 -30,523	-22%	-$516K	1.33%	34
2025 Q4	$2.31M	Buy	138,630 +1,011	+0.7%	+$15.7K	1.97%	18
2025 Q3	$1.92M	Buy	137,619 +1,487	+1%	+$16.1K	1.72%	23
2025 Q2	$1.2M	Buy	+136,132	New	+$1.01M	1.2%	37

Other funds holding TWIN

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Peapod Lane Capital's TWIN Position: Q2 2026 in Review

Peapod Lane Capital sold out of Twin Disc (TWIN) in Q2 2026, closing a stake of 108,107 shares — an estimated $1.62M sold.

Peapod Lane Capital first reported a position in TWIN in Q2 2025 and held it in 4 quarters. The position peaked at $2.31M in Q4 2025. 92 funds tracked by Wall St. Rank hold TWIN as of Q2 2026.

Peapod Lane Capital reported no remaining Twin Disc position as of Q2 2026 after selling out during the quarter.
Peapod Lane Capital sold 108,107 Twin Disc shares in Q2 2026, an estimated $1.62M.
Peapod Lane Capital first reported a position in Twin Disc in Q2 2025 and held it in 4 quarters.
Peapod Lane Capital's Twin Disc position peaked at $2.31M in Q4 2025.
92 funds tracked by Wall St. Rank held Twin Disc as of Q2 2026.

Based on Peapod Lane Capital's 13F filing for Q2 2026, filed 27 Jul 2026.