BECKER CAPITAL MANAGEMENT INC TKR — TIMKEN COMPANY Common Stock

Ownership history in BECKER CAPITAL MANAGEMENT INC  ·  13 quarters on record

AI Ownership Summary

BECKER CAPITAL MANAGEMENT INC reported TIMKEN COMPANY Common Stock (TKR) in 13 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.69% in 2026 Q2. The latest visible filing shows TKR at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BECKER CAPITAL MANAGEMENT INC's position in TIMKEN COMPANY Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TKR was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TKR stock page BECKER CAPITAL MANAGEMENT INC fund profile BECKER CAPITAL MANAGEMENT INC full holdings
How BECKER CAPITAL MANAGEMENT INC held TKR — position size vs. price
% of Fund (quarterly)    TKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 176,211 -6,664 -3.6% 0.69% $25.6M 2026-07-31 $137.55
2026 Q1 REDUCED 7.2% +43.1% ❌ 182,875 -14,130 -7.2% 0.54% $18.4M 2026-05-11 $117.02
2025 Q4 REDUCED 7.9% +19.9% ❌ 197,005 -16,799 -7.9% 0.47% $16.6M 2026-02-13 $107.15
2025 Q3 REDUCED — — — 213,804 -1 -0.0% 0.47% $16.1M 2025-11-12 $77.81
2025 Q2 REDUCED — — — 213,805 -10,802 -4.8% 0.48% $15.5M 2025-08-14 $75.90
2025 Q1 ADDED — — — 224,607 +6,729 +3.1% 0.53% $16.1M 2025-05-15 $71.38
2024 Q4 ADDED — — — 217,878 +200,963 +1188.1% 0.51% $15.5M 2025-02-14 $81.14
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TKR

As of 2026 Q2 — sorted by position size

Dilation Capital Management LP 9.73% PEREGRINE INVESTMENT MANAGEMENT INC 4.33% Wealth High Governance Asset Management Ltda. 2.94% Channing Capital Management, LLC 3Y 7Y 2.42% Pembroke Management, LTD 3Y 7Y 1.69% Phocas Financial Corp. 3Y 7Y 1.33% Baker Ellis Asset Management LLC 3Y 7Y 0.98% Uncommon Cents Investing LLC 3Y 7Y 0.87% TEMA ETFS LLC 0.8% Fruth Investment Management 3Y 7Y 0.76%

FAQ About BECKER CAPITAL MANAGEMENT INC and TKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has BECKER CAPITAL MANAGEMENT INC reported owning TKR?

BECKER CAPITAL MANAGEMENT INC reported TKR across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported TKR position in BECKER CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for TKR was 0.69% in 2026 Q2.

What is the latest reported TKR position on this page?

The most recent filing on this page is 2026 Q2, when BECKER CAPITAL MANAGEMENT INC reported 176,211 shares, equal to 0.69% of portfolio, with an estimated market value of $25.6M.

What does the chart on this TKR ownership page compare?

The chart compares BECKER CAPITAL MANAGEMENT INC's quarterly TKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BECKER CAPITAL MANAGEMENT INC time their TKR position?

Based on 13F filing dates vs. subsequent TKR price moves, BECKER CAPITAL MANAGEMENT INC correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on TKR relative to SPY over the holding period was +36.0%.

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