KENNEDY CAPITAL MANAGEMENT LLC

CIK

884589

City

ST LOUIS

State / Country

MO

Stock

TWIN — Twin Disc Inc

Top Portfolio Positions

527 positions · $4,658,383,291 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
VMI	Valmont Industries Inc Industrials	143,754	$57,439,785	1.23%
QCRH	Qcr Holdings Inc Financial Services	666,301	$56,935,420	1.22%
MRCY	Mercury Systems Inc Industrials	589,249	$42,962,144	0.92%
CHEF	Chefs' Warehouse, Inc. Consumer Defensive	677,638	$40,285,579	0.86%
GMED	Globus Medical Inc Healthcare	460,292	$39,658,758	0.85%
DINO	HF Sinclair Corp Energy	622,618	$38,845,137	0.83%
ICHR	Ichor Holdings, Ltd. Technology	811,896	$37,842,472	0.81%
FUL	Fuller H B Co Basic Materials	599,140	$36,954,955	0.79%
GTES	Gates Industrial Corp plc Industrials	1,601,282	$36,204,986	0.78%
SF	Stifel Financial Corp Financial Services	485,301	$35,873,449	0.77%

Portfolio Trend

25 quarters · across all stocks

Holdings in TWIN

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$933,360	61,935	+1.8%	Shares	Sole	2026-05-13
2025-12-31	$1,014,360	60,813	-0.6%	Shares	Sole	2026-02-13
2025-09-30	$853,072	61,196	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$542,541	61,443	-44.6%	Shares	Sole	2025-08-13
2025-03-31	$839,255	110,866	-0.6%	Shares	Sole	2025-05-13
2024-12-31	$1,310,289	111,514	-2.5%	Shares	Sole	2025-02-13
2024-09-30	$1,428,443	114,367	+5.9%	Shares	Sole	2024-11-14
2024-06-30	$1,272,628	108,033	-0.5%	Shares	Sole	2024-08-14
2024-03-31	$1,794,133	108,538	-1.5%	Shares	Sole	2024-05-15
2023-12-31	$1,780,524	110,181	-0.9%	Shares	Sole	2024-02-14
2023-09-30	$1,525,636	111,198	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,252,089	111,198	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,059,716	111,198	—	Shares	Sole	2023-05-15
No 13F history on record for this holder in this stock.