Van Lanschot Kempen Investment Management’s Timken Company TKR Stock Holding History

Van Lanschot Kempen Investment Management’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 Q1	$23.5M	Sell	233,398 -89,159	-28%	-$8.86M	0.21%	84
2025 Q4	$27.1M	Sell	322,557 -122,370	-28%	-$9.73M	0.23%	72
2025 Q3	$33.4M	Buy	444,927 +245,857	+124%	+$19M	0.3%	59
2025 Q2	$14.4M	Buy	+199,070	New	+$13.5M	0.14%	116
2017 Q1	–	Sell	-11,948	Closed	-$474K	–	136
2016 Q4	$474K	Buy	11,948 +4,363	+58%	+$162K	0.06%	132
2016 Q3	$267K	Hold	7,585	–	–	0.03%	134
2016 Q2	$233K	Hold	7,585	–	–	0.03%	142
2016 Q1	$254K	Buy	7,585 +3,030	+67%	+$87.9K	0.03%	123
2015 Q4	$130K	Hold	4,555	–	–	0.01%	127
2015 Q3	$125K	Buy	4,555 +2,053	+82%	+$65.5K	0.02%	126
2015 Q2	$91K	Buy	2,502 +886	+55%	+$35.3K	0.01%	131
2015 Q1	$68K	Hold	1,616	–	–	0.01%	117
2014 Q4	$69K	Hold	1,616	–	–	0.01%	124
2014 Q3	$69K	Buy	+1,616	New	+$74.4K	0.01%	115

Other funds holding TKR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Van Lanschot Kempen Investment Management's TKR Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management reduced its Timken Company (TKR) stake by 28% in Q1 2026, selling an estimated $8.86M and leaving 233,398 shares worth $23.5M. The position accounts for 0.21% of the portfolio, ranked #84.

Van Lanschot Kempen Investment Management first reported a position in TKR in Q3 2014 and has held it in 14 quarters since. The position peaked at $33.4M in Q3 2025. 533 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

Van Lanschot Kempen Investment Management held 233,398 shares of Timken Company worth $23.5M as of Q1 2026.
Van Lanschot Kempen Investment Management sold 89,159 Timken Company shares in Q1 2026, an estimated $8.86M.
Timken Company made up 0.21% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #84 holding.
Van Lanschot Kempen Investment Management first reported a position in Timken Company in Q3 2014 and has held it in 14 quarters since.
Van Lanschot Kempen Investment Management's Timken Company position peaked at $33.4M in Q3 2025.
533 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.