Twin Disc (TWIN)Gamco Investors, Inc. reduced its stake -23K shares

1.63M

Shares reported · -23K vs prior quarter

0.34%

Disclosed portfolio weight

$37.8M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 12, 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 4, 2025Federal contract · $10K obligatedDepartment of Defense awarded TWIN DISC INC: $9.7K obligated to date
2. Mar 18, 2026Federal contract · $6.6M obligatedDepartment of Defense awarded TWIN DISC INC: $6.64M obligated to date
3. Apr 2, 2026Federal contract · $30K obligatedDepartment of Defense awarded TWIN DISC INC: $30K obligated to date
4. May 6, 2026Federal contract · $12K obligatedDepartment of Defense awarded TWIN DISC INC: $12K obligated to date
5. Jun 23, 2026Federal contract · $5K obligatedDepartment of Defense awarded TWIN DISC INC: $5.3K obligated to date
6. Jun 24, 2026Federal contract · $5K obligatedDepartment of Defense awarded TWIN DISC INC: $4.8K obligated to date
7. Jun 30, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
8. Jul 8, 2026Federal contract · $28K obligatedDepartment of Defense awarded TWIN DISC INC: $28K obligated to date
9. Aug 5, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 5, 2026, the Board of Directors (the “Board”) of Twin Disc, Incorporated (the “Company”) approved the Twin Disc, Incorporated Amended and Restated 2021 Omnibus Incentive Plan (the “Omnibus Plan”).”

What came next

1. Aug 20, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
2. Sep 3, 2026InsiderCFO sold ~$99K of TWIN shares in the open market
3. Sep 4, 2026InsiderCFO sold ~$137K of TWIN shares in the open market
4. Sep 8, 2026InsiderCFO sold ~$181K of TWIN shares in the open market

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 Twin Disc

For Twin Disc, OQRO holds 3 insider filings (SEC Form 4 or Form 144), 1 fund holdings report (13F) and 2 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 TWIN page.

How this filing works

• SEC Form 13F

Other disclosures at Twin Disc

• SEC Form 4Sep 8, 2026
• SEC Form 4Sep 8, 2026
• SEC Form 4Sep 4, 2026
• USAspending.gov award recordAug 27, 2026
• USAspending.gov award recordJul 26, 2026
• USAspending.gov award recordJul 9, 2026

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