Twin Disc
TWIN
79 hedge funds and large institutions have $134M invested in Twin Disc in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
7% more funds holding
Funds holding: 74 → 79 (+5)
1.54% more ownership
Funds ownership: 59.91% → 61.45% (+1.5%)
7% less capital invested
Capital invested by funds: $144M → $134M (-$10.2M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.07M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$1.96M |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$980K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$873K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$573K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MBAM
Mink Brook Asset Management
West Palm Beach,
Florida
|
-$2.28M |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$1.42M |
| 3 |
PLC
Peapod Lane Capital
Bedford Hills,
New York
|
-$516K |
| 4 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
-$417K |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$402K |
TWIN Hedge Fund Activity: Q1 2026 in Review
79 of the 8,190 institutional investors tracked by Wall St. Rank reported a position in Twin Disc (TWIN) for Q1 2026, worth a combined $134M — down 7.1% from $144M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TWIN positions and 5 closed out — a net gain of 8 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Millennium Management, adding an estimated $2.07M. The largest seller was Mink Brook Asset Management, cutting an estimated $2.28M.
- 79 institutional investors held Twin Disc (TWIN) as of Q1 2026, up from 74 in Q4 2025.
- Funds reported $134M of Twin Disc stock for Q1 2026, down 7.1% quarter-over-quarter.
- 13 funds opened new Twin Disc positions in Q1 2026 and 5 closed out, a net change of +8 holders.
- The largest Twin Disc buyer in Q1 2026 was Millennium Management, an estimated $2.07M added.
- The largest Twin Disc seller in Q1 2026 was Mink Brook Asset Management, an estimated $2.28M sold.
Based on aggregated 13F filings for Q1 2026.