TAM

Telemark Asset Management’s Timken Company TKR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-150,000	Closed	-$10.6M	–	45
2022 Q4	$10.6M	Buy	+150,000	New	+$10.6M	1.61%	23
2020 Q1	–	Sell	-120,000	Closed	-$6.76M	–	63
2019 Q4	$6.76M	Buy	+120,000	New	+$6.76M	0.98%	35