Alex Roepers - Atlantic Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $171,658,756
Holdings Activity Buys Sells    History
Holding/activity history for  The Timken Co. (TKR)
← All TKR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 1.44 $76.75–87.52 · VW $82.42i SEC
2024   Q2 40,000 1.44 Reduce 74.20% 4.42 $78.50–93.66 · VW $86.37i $3,205,200 SEC
2024   Q1 155,049 5.95 Reduce 58.49% 8.00 $79.15–94.71 · VW $87.69i $13,555,934 SEC
2023   Q4 373,549 13.67 Reduce 28.18% 5.36 $65.71–84.08 · VW $77.23i $29,939,952 SEC
2023   Q3 520,093 19.04 Add 69.36% 7.80 $68.47–94.20 · VW $77.26i $38,221,635 SEC
2023   Q2 307,093 13.84 Add 1.33% 0.18 $71.19–95.08 · VW $86.38i $28,108,222 SEC
2023   Q1 303,069 13.36 Reduce 0.74% 0.09 $73.34–89.40 · VW $79.86i $24,766,799 SEC
2022   Q4 305,342 11.68 Reduce 36.76% 4.73 $67.63–82.47 · VW $77.48i $21,578,519 SEC
2022   Q3 482,816 12.88 Reduce 21.02% 2.58 $58.36–72.25 · VW $67.30i $28,505,000 SEC
2022   Q2 611,340 12.29 Add 19.12% 1.97 $50.85–66.54 · VW $60.92i $32,432,000 SEC
2022   Q1 513,218 10.06 Add 32.10% 2.44 $55.32–69.69 · VW $60.88i $31,152,000 SEC
2021   Q4 388,499 7.52 Buy 7.52 $62.96–78.52 · VW $69.43i $26,919,000 SEC
2020   Q2 0 0.00 Sell 100.00% 0.27 $34.34–49.99 · VW $43.33i SEC
2020   Q1 15,000 0.27 Reduce 97.00% 8.10 $22.26–57.99 · VW $39.28i $485,000 SEC
2019   Q4 500,728 8.35 Reduce 42.87% 5.74 $49.35–58.78 · VW $53.55i $28,196,000 SEC
2019   Q3 876,540 13.39 Reduce 4.31% 0.55 $37.74–49.64 · VW $45.46i $38,138,000 SEC
2019   Q2 915,981 12.66 Add 10.12% 1.16 $43.25–52.38 · VW $47.11i $47,026,000 SEC
2019   Q1 831,800 9.27 Add 1096.83% 8.50 $41.04–48.66 · VW $45.88i $36,283,116 SEC
2018   Q4 69,500 0.68 Reduce 18.24% 0.13 $33.98–44.13 · VW $40.23i $2,594,000 SEC
2018   Q3 85,000 0.71 Buy 0.71 $34.90–52.45 · VW $42.30i $4,237,000 SEC
2015   Q2 0 0.00 Sell 100.00% 0.97 $31.06–40.89 · VW $35.11i SEC
2015   Q1 305,096 0.97 Buy 0.97 $38.05–43.56 · VW $40.30i $12,857,000 SEC
2011   Q4 0 0.00 Sell 100.00% 1.91 $25.95–36.09 · VW $32.33i SEC
2011   Q3 586,740 1.91 Reduce 6.67% 0.17 $21.60–32.53 · VW $28.09i $13,784,000 SEC
2011   Q2 628,650 2.55 Buy 2.55 $30.59–40.77 · VW $34.20i $22,680,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.99 $7.85–15.02 · VW $11.17i SEC
2008   Q3 698,500 0.99 Reduce 13.00% 0.16 $9.22–24.44 · VW $15.01i $14,175,000 SEC
2008   Q2 802,887 1.25 Reduce 60.85% 1.46 $19.25–27.37 · VW $23.42i $18,931,000 SEC
2008   Q1 2,051,006 2.40 Reduce 7.08% 0.24 $20.11–27.73 · VW $24.57i $43,633,000 SEC
2007   Q4 2,207,260 3.43 Add 26.40% 0.72 $18.48–24.57 · VW $21.57i $51,903,000 SEC
2007   Q3 1,746,250 2.56 Add 78.57% 1.13 $21.93–27.76 · VW $24.50i $46,438,000 SEC
2007   Q2 977,900 1.48 $25.85 $25,277,000 SEC
2007   Q1 977,900 1.25 Buy 1.25 $19.63–23.94 · VW $22.39i $21,217,000 SEC
Price snapshot:
Current price$138.34
52-week low$69.81
52-week high$146.37