Twin Disc Inc (TWIN) — 13F Holders Deep Dive (Q2 2026)

TWIN ranks #4740 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

TWIN is a top-conviction position for Juniper Investment Company, LLC — at 6.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TWIN belongs to Gamco Investors, Inc. Et Al, but the position matters far more to Juniper Investment Company, LLC, who has 6.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

IFP Advisors, Inc has added to its TWIN position for two straight quarters, increasing it by $1.4M to reach $3.2M today.

TWIN is down 3.5% today, but institutions show net buying of $34.5M this quarter — a divergence between today's price move and the underlying institutional flow.

TWIN posted net income of $27.1M over the trailing twelve months, and currently trades at a P/E of 13.2.

• Profitable — net income of $27.1M over the trailing twelve months
• Revenue grew 11.9% year over year
• Net income improved year over year, from -$697.0K to $27.1M
• Generated $22.9M in positive operating cash flow
• Current ratio of 2.22x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.97x equity — within a conventional range