What smart money is saying about The Timken Company
TKR
No fund has written a full thesis on The Timken Company in our archive, but 1 fund letter reports a position in it — most recently Vulcan Value Partners Quarterly Composite in March 2026.
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in The Timken Company on record in the archive was reported in Q1 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- March 2026
“We sold five positions during the quarter: Virtus Investment Partners, Crown Holdings, Inc., The Middleby Corporation, The Timken Company, and Sealed Air Corporation.”
Read the letterThe Timken Company
Read the letters behind these The Timken Company positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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