Twin Disc (TWIN)

• Market cap: $170M
• 1 day: 8.09%
• 5 days: -0.58%
• 1 month: 8.58%
• 3 months: -3.38%
• 6 months: 1.78%
• Year to date: -24.54%
• 1 year: -19.17%
• 5 years: 21.66%
• 10 years: -39.60%
• Sector: Industrials
• Industry: General Industrial Machinery & Equipment

About: Twin Disc Inc is a United States-based firm engaged in the manufacture and sale of marine and heavy-duty off-highway power transmission equipment. The company operates its business through two reportable segments: Manufacturing and Distribution. Its product portfolio includes marine transmissions, surface drives, propellers, and boat management systems as well as power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches, and control systems.

Employees: 910

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

7% more capital invested

Capital invested by funds: $104M [Q2] → $111M (+$6.86M) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]

0.11% less ownership

Funds ownership: 63.11% [Q2] → 63.0% (-0.11%) [Q3]

3% less funds holding

Funds holding: 71 [Q2] → 69 (-2) [Q3]

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12