Van Den Berg Management I’s Timken Company TKR Stock Holding History

Van Den Berg Management I’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	$8.16M	Sell	56,168 -3,122	-5%	-$375K	1.72%	22
2026 Q1	$5.96M	Sell	59,290 -396	-0.7%	-$39.4K	1.37%	30
2025 Q4	$5.02M	Buy	59,686 +18,011	+43%	+$1.43M	1.15%	34
2025 Q3	$3.13M	Buy	+41,675	New	+$3.21M	0.78%	40

Other funds holding TKR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Van Den Berg Management I's TKR Position: Q2 2026 in Review

Van Den Berg Management I reduced its Timken Company (TKR) stake by 5.3% in Q2 2026, selling an estimated $375K and leaving 56,168 shares worth $8.16M. The position accounts for 1.72% of the portfolio, ranked #22.

Van Den Berg Management I first reported a position in TKR in Q3 2025 and has held it in 4 quarters since. 605 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

Van Den Berg Management I held 56,168 shares of Timken Company worth $8.16M as of Q2 2026.
Van Den Berg Management I sold 3,122 Timken Company shares in Q2 2026, an estimated $375K.
Timken Company made up 1.72% of Van Den Berg Management I's portfolio in Q2 2026, its #22 holding.
Van Den Berg Management I first reported a position in Timken Company in Q3 2025 and has held it in 4 quarters since.
605 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.