TwinBeech Capital’s Donaldson DCI Stock Holding History

TwinBeech Capital’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,000	Closed	-$355K	–	626
2025 Q4	$355K	Buy	+4,000	New	+$347K	0.03%	452
2025 Q1	–	Sell	-17,334	Closed	-$1.17M	–	763
2024 Q4	$1.17M	Buy	+17,334	New	+$1.28M	0.02%	372
2023 Q3	–	Sell	-85,786	Closed	-$5.36M	–	688
2023 Q2	$5.36M	Buy	+85,786	New	+$5.37M	0.11%	229
2022 Q3	–	Sell	-20,821	Closed	-$1M	–	659
2022 Q2	$1M	Buy	+20,821	New	+$1.05M	0.04%	325
2021 Q4	–	Sell	-19,975	Closed	-$1.15M	–	611
2021 Q3	$1.15M	Buy	+19,975	New	+$1.29M	0.08%	308
2021 Q2	–	Sell	-14,030	Closed	-$816K	–	473
2021 Q1	$816K	Buy	+14,030	New	+$839K	0.12%	222
2020 Q2	–	Sell	-7,247	Closed	-$280K	–	387
2020 Q1	$280K	Buy	+7,247	New	+$355K	0.11%	229

Other funds holding DCI

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TwinBeech Capital's DCI Position: Q1 2026 in Review

TwinBeech Capital sold out of Donaldson (DCI) in Q1 2026, closing a stake of 4,000 shares — an estimated $355K sold.

TwinBeech Capital first reported a position in DCI in Q1 2020 and held it in 7 quarters. The position peaked at $5.36M in Q2 2023. 613 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

TwinBeech Capital reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 4,000 Donaldson shares in Q1 2026, an estimated $355K.
TwinBeech Capital first reported a position in Donaldson in Q1 2020 and held it in 7 quarters.
TwinBeech Capital's Donaldson position peaked at $5.36M in Q2 2023.
613 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.