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Holdings as of Mar 31, 2026 (Q1 2026) · Filed May 14, 2026
From a 13F filed May 14, 2026 covering holdings at Mar 31, 2026 — a quarter-end snapshot, not a live trade.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell.
Reduced
Compared with the manager's Q4 2025 13F
1,737,299
1,653,136
−4.8%
Share count drives classification; reported value also moves with price
0.25%
Within the filing's reported positions, not the manager's total assets
1
For Q1 2026
Insider filing
Traded Jun 5 · filed 3 days later
Compensation award — excluded from discretionary-purchase analysis.
Federal contracts
8512111380!PARTS kit,bearing r
The Defense Department has committed $4.9K to Twin Disc so far. It runs until Nov 23, 2026.
Insider filing
Traded May 1 · filed the same day
Compensation award — excluded from discretionary-purchase analysis.
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.
