Follow-The-Filings

Security · featured owners

TKR Timken Co.

Industrials COM Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 1.7%
  • $39M
  • 1 new 1 add 1 reduce 2 exits

TKR (Timken Co.) is held in 4 featured 13F books as of 2026 Q2. Arnold Van Den Berg - Van Den Berg Management I is the largest tracked holder by portfolio weight (1.7%). Figures are as-filed 13F, not free float.

Who owns this now

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

  1. Arnold Van Den Berg Reduce 1.7%
  2. George Soros New 0.12%
  3. First Eagle Investment Manage... Add 0.03%

Holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

History
First Eagle Investment Management 2026 Q2 0.03% Add +54.9% 142,297 $21M History
George Soros - Soros Fund Management 2026 Q2 0.12% New 0.12% 70,000 $10M History
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 1.7% Reduce −5.3% 56,168 $8M History
Mairs & Power 2026 Q2 <0.01% Hold 2,000 $291K History
Farallon Capital Management exited 2026 Q2 Last 2026 Q1 0.03% Exit −0.03% 51,000 $5M History
Lee Ainslie - Maverick Capital exited 2026 Q2 Last 2026 Q1 0.02% Exit −0.02% 13,221 $1M History

4 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,8.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02 Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 8 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Jun 5, 2026 Filing Doc
4 Period May 27, 2026 Filing Doc
4 Period May 18, 2026 Filing Doc
4 Period May 8, 2026 · 11 forms Filing Doc
4 Period May 2, 2026 · 8 forms Filing Doc

Updated 19 days ago Source: SEC EDGAR submissions All on EDGAR

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 $4.77B $4.57B $4.58B
Gross profit * $1.51B $1.44B $1.39B
Gross margin * 31.6% 31.5% 30.4%
Net income $394.1M $352.7M $288.4M
Net margin * 8.3% 7.7% 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 $0.82B $0.922B
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