T
Tinicum Portfolio holdings
AUM
$67.3M
This Quarter Return
+12.29%
1 Year Return
+7.19%
3 Year Return
-21.12%
5 Year Return
-22.32%
10 Year Return
-8.52%
AUM
$162M
AUM Growth
+$162M
(+12%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 54.8% |
| 2 | Energy | 45.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kennametal
KMT
$1.63B
| $88.6M | 54.8% |
2,402,934
| – | – |
|
2
Antero Midstream
AM
$8.51B
| $68.6M | 42.43% |
9,042,516
| – | – |
|
3
Forum Energy Technologies
FET
$315M
| $4.48M | 2.77% |
2,666,666
| – | – |
|