Timken (TKR)Wedge Capital Management L L P reduced its stake -24K shares

147K

Shares reported · -24K vs prior quarter

0.35%

Disclosed portfolio weight

$21.4M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 10, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Dec 12, 2025Federal contract · $7.6M obligatedDepartment of the Interior awarded TIMKEN CO: $7.65M obligated to date
2. Jan 28, 2026Federal contract · $98.5M obligatedDepartment of Veterans Affairs awarded TIMKEN CO: $98.5M obligated to date
3. Mar 17, 2026Federal contract · $110.5M obligatedSocial Security Administration awarded TIMKEN CO: $111M obligated to date
4. Mar 30, 2026Federal contract · $17.9M obligatedDepartment of Health and Human Services awarded TIMKEN CO: $17.9M obligated to date
5. Apr 27, 2026Federal contract · $7.0M obligatedDepartment of Defense awarded TIMKEN CO: $6.98M obligated to date
6. May 8, 2026Insider · 2 peopleInsiders: 2 sales (~$6.1M)
7. May 22, 2026Federal contract · $22.5M obligatedGeneral Services Administration awarded TIMKEN CO: $22.5M obligated to date
8. May 27, 2026InsiderDirector sold ~$1.08M of TKR shares in the open market
9. Jun 5, 2026InsiderDirector sold ~$1.11M of TKR shares in the open market
10. Jun 26, 2026Federal contract · $10.9M obligatedDepartment of Commerce awarded TIMKEN CO: $10.9M obligated to date
11. Jul 2, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations

What came next

1. Jul 29, 2026Company filing · Form 8-K · Executive change, Other newsChanged a top executive or board member, and reported other company news“On July 29, 2026, the Board of Directors (the “Board”) of The Timken Company (the “Company”) appointed Stephen P. Ribaudo to the position of Executive Vice President and Chief Operating Officer of the Company effective as of September 1, 2026.”
2. Aug 4, 2026Company filing · Form 8-K · ResultsReported its results
3. Aug 7, 2026Federal contract · $8.1M obligatedGeneral Services Administration awarded TIMKEN CO: $8.05M obligated to date
4. Aug 10, 2026InsiderDirector sold ~$1.73M of TKR shares in the open market
5. Sep 25, 2026Federal contract · $9.3M obligatedDepartment of Justice awarded TIMKEN CO: $9.27M obligated to date
6. Sep 30, 2026Government · Federal Register noticeWelded Line Pipe From the Republic of Korea: Notice of Court Decision Not in Harmony With the Less-Than-Fair-Value Amended Final Determination; Notice of Amended Final Determination and Notice of Amended Antidumping Duty Order
7. Sep 30, 2026Government · Federal Register noticeLight-Walled Rectangular Pipe and Tube From Mexico: Notice of Court Decision Not in Harmony With the Results of Antidumping Duty Administrative Review; Notice of Amended Final Results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Timken

For Timken, OQRO holds 1 insider filing (SEC Form 4 or Form 144), 13 fund holdings reports (13F) and 8 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its TKR page.

How this filing works

• SEC Form 13F

Other disclosures at Timken

• USAspending.gov award recordSep 30, 2026
• USAspending.gov award recordSep 29, 2026
• USAspending.gov award recordSep 23, 2026
• USAspending.gov award recordSep 22, 2026
• USAspending.gov award recordSep 14, 2026
• USAspending.gov award recordAug 25, 2026

Everything OQRO holds on this company is on its TKR page.