What smart money is saying about Twin Disc
TWIN
No fund has written a full thesis on Twin Disc in our archive, but 1 fund letter reports a position in it, most recently Diamond Hill Small Cap Fund in September 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Twin Disc on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- New positionDiamond Hill Small Cap FundSeptember 2026
“• Twin Disc is a manufacturer of marine and industrial propulsion systems. We initiated a position given the company’s growing defense exposure, strong backlog and attractive valuation.”
Twin Disc
Read the letters behind these Twin Disc positions
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