Position in TWIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,386,733
+$840,476 QoQ
Shares Held
59,773
+64.9% QoQ
Ownership
0.414%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#31
of 92 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWIN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Informed Momentum Co LLC holds $25,092,668 across 7 Specialty Industrial Machinery names. TWIN ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GHM |
Graham Corp
|
55,217 | $6,835,312 | |
| 2 | GRC |
Gorman Rupp Co
|
69,046 | $6,334,280 | |
| 3 | GNRC |
Generac Holdings Inc.
|
18,274 | $5,350,809 | |
| 4 | BW |
Babcock & Wilcox Enterprises, Inc.
|
216,327 | $3,050,210 | |
| 5 | TWIN |
Twin Disc Inc
This page
|
59,773 | $1,386,733 | |
| 6 | PKOH |
Park Ohio Holdings Corp
|
33,395 | $1,284,037 | |
| 7 | BWEN |
Broadwind, Inc.
|
176,250 | $851,287 |
All Filings in TWIN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,386,733 | 59,773 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $546,257 | 36,248 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $881,738 | 52,862 | Shares | Sole | 2026-02-12 | |
| 2022-03-31 | $1,052,130 | 63,229 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||