Follow-The-Filings

Security · featured owners

TKR

Timken Co. COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 1.7%
  • $40M
  • 1 new 1 add 2 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 1.7% (Arnold Van Den Berg - Van...) · not free-float ownership

  1. Arnold Van Den Berg reduce 1.7%
  2. George Soros new 0.1%
  3. Robert Olstein reduce 0.1%
  4. First Eagle Investment Manage... add 0.03%

holders

sorted by % of portfolio · long equity only · exits show last held size · open a manager for their book

history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 1.7% Reduce −5.3% 56,168 $8M hist
George Soros - Soros Fund Management 2026 Q2 0.1% New 0.1% 70,000 $10M hist
Robert Olstein - Olstein Capital Management 2026 Q1 stale 0.1% Reduce −39.8% 5,000 $503K hist
First Eagle Investment Management 2026 Q2 0.03% Add +54.9% 142,297 $21M hist
Mairs & Power 2026 Q2 0% Hold 2,000 $291K hist
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0.03% Exit −0.03 pp 51,000 $5M hist
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 0.02% Exit −0.02 pp 13,221 $1M hist

5 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.26B $1.19B $4.58B
Gross profit * $416.8M $397.6M $1.39B
Gross margin * 33.0% 33.4% 30.4%
Net income $122.3M $103.5M $288.4M
Net margin * 9.7% 8.7% 6.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.63B $2.52B $2.6B
Total non-current assets * $3.91B $3.89B $4.08B
Total assets $6.54B $6.41B $6.68B
Total current liabilities $1.47B $820.5M $922.1M
Total non-current liabilities $2.37B $2.61B $2.41B
Total equity $2.58B $2.83B $3.18B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $545.2M $475.7M $554.3M
Cash from investing -$806.5M -$304.6M -$148.3M
Cash from financing $347.1M -$194.8M -$437.1M
Net change in cash $78.6M -$45.7M -$8.2M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders