Which hedge funds own TKR? TIMKEN CO, Q2 2026 13F holders
51 tracked hedge funds disclosed a position in TKR (TIMKEN CO) in their Q2 2026 13F filings, worth $843.4m in total. The largest holder by portfolio weight is Owls Nest Partners IA, LLC at 15.8% of its book. 19 opened a new position this quarter: Dilation Capital Management LP, Lodge Hill Capital, LLC, Tribune Investment Group LP, Candelo Capital Management LP. 19 exited: Regents Gate Capital LLP, Albar Capital Partners LLP, Mork Capital Management, LLC.
- 51
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 19
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 19
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $137m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $54.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $843m
- Combined value Sum of the holders' reported positions in the security.
- 4.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Regents Gate Capital LLP | 2.2% | $10.2m |
| Albar Capital Partners LLP | 1.3% | $8.1m |
| Mork Capital Management, LLC | 1.2% | $1.7m |
| Oak Thistle LLC | 0.1% | $1.3m |
| Concentric Capital Strategies, LP | 0.09% | $995k |
| FORA Capital, LLC | 0.06% | $789k |
| Dark Forest Capital Management LP | 0.05% | $599k |
| Campbell & CO Investment Adviser LLC | 0.04% | $765k |
| Landscape Capital Management, L.L.C. | 0.04% | $579k |
| Prelude Capital Management, LLC | 0.03% | $451k |
| Farallon Capital Management, L.L.C. | 0.03% | $5.1m |
| Occudo Quantitative Strategies LP | 0.03% | $524k |
| Adage Capital Partners GP, L.L.C. | 0.03% | $16.9m |
| Centiva Capital, LP | 0.02% | $396k |
| Aquatic Capital Management LLC | 0.02% | $550k |
| Maverick Capital Ltd | 0.02% | $1.3m |
| Quarry LP | 0.01% | $46.1k |
| Magnetar Financial LLC | 0.01% | $649k |
| Qube Research & Technologies Ltd | 0.01% | $3.7m |
Ownership over time
Who discovered TKR first? Beta
The run: Q1 2020 → Q2 2026, +349%
| Atlantic Investment Management, Inc. high conviction | Q1 2019 | 0.3% | +4.9 pts |
| Mork Capital Management, LLC | Q1 2019 | 1.8% | +2.2 pts |
| Diametric Capital, LP | Q1 2020 | 1.5% | +1.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.