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Twin Disc, Incorporated

TWIN Industrials
$23.49 +$0.87 (3.85%)
Market Cap: $338.79 M
Gurus Holding
2
Popularity Rank
#3725
% of Shares Held
12.11%
Net Activity (Q2 2026)
-$818,602.97

Guru Ownership Trend

Guru Analysis for Twin Disc, Incorporated (TWIN)

Twin Disc, Incorporated (TWIN), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $41.04 M.

Top institutional holders include Mario Gabelli and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $818,602.97 net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 9.0%. Conversely, Mario Gabelli reduced exposure by 1.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$225,040.03
Total Buy Value
New Buys 0
Additions 1
-$1.04 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
1

FAQs for Twin Disc, Incorporated (TWIN)

Major holders include Mario Gabelli ($37.81 M), Renaissance Technologies (RenTech) ($2.72 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 1.75 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $818,602.97, with 1 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited TWIN. The total reported sell value was $1.04 M.

Yes, 0 managers opened new positions in TWIN, and 1 increased their existing holdings. The total reported buy value was $225,040.03.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.34% Reduce -1.4% 1,629,936 $37.81 M Q2 2026
0.00% Add 9.0% 117,093 $2.72 M Q2 2026
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