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Twin Disc, Incorporated

TWIN Industrials
$23.35 $-0.46 (-1.93%)
Market Cap: $336.77 M
Gurus Holding
4
Popularity Rank
#2659
% of Shares Held
12.44%
Net Activity (Q1 2026)
-$1.2 M

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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $41.89 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.2 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 8.0%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$205,630.21
Total Buy Value
New Buys 1
Additions 1
-$1.41 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for Twin Disc, Incorporated (TWIN)

Major holders include Mario Gabelli ($24.91 M), Renaissance Technologies (RenTech) ($1.62 M), Steven Cohen ($354,703). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.79 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.2 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited TWIN. The total reported sell value was $1.41 M.

Yes, 1 managers opened new positions in TWIN, and 1 increased their existing holdings. The total reported buy value was $205,630.21.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.25% Reduce -4.8% 1,653,136 $24.91 M Q1 2026
0.00% Reduce -8.0% 107,393 $1.62 M Q1 2026
0.00% Add 18.3% 23,537 $354,703 Q1 2026
0.00% New Buy 10,000 $150,700 Q1 2026
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