TKR
Timken CO
5 super-investors hold TKR worth a combined $18M. The largest position: Robert Olstein at 0.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 22 — ranked #622 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own TKR
Interest in TKR within this cohort is effectively at a low ebb. Vulcan Value Partners exited entirely in 2026Q1, leaving five holders — First Eagle Investment Management ($9M), Joel Greenblatt ($7M), Lee Ainslie ($1M), Robert Olstein ($503K), and Mairs & Power Funds ($201K) — but the owner-count trend tells the real story: the cohort has shrunk from a modest two holders eight quarters ago to what reads as near-zero conviction today. No one added or started a position this quarter. The highest concentration in any single portfolio is 0.1% (Olstein), signaling that even the remaining holders treat TKR as a small, incidental holding rather than a thesis-driven bet.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | <0.1% | 8q | $9M | 91,847 |
| 2 | Joel Greenblatt | <0.1% | 40q | $7M | 69,240 |
| 3 | Lee Ainslie | <0.1% | 4q | $1M | 13,221 |
| 4 | Robert Olstein | 0.1% | 20q | $503K | 5,000 |
| 5 | Mairs & Power Funds | <0.1% | — 1q | $201K | 2,000 |
Owners of TKR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | EXIT | 0.2% | -100% | $0 | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 887389104. Not investment advice.