Slocum, Gordon & Co LLP TKR β€” TIMKEN CO

Ownership history in Slocum, Gordon & Co LLP  Β·  3 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported TIMKEN CO (TKR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.52% in 2025 Q4. The latest visible filing shows TKR at 0.52% 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.

What this TKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Slocum, Gordon & Co LLP's position in TIMKEN CO, 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
2025 Q4

TKR was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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.

How Slocum, Gordon & Co LLP held TKR β€” position size vs. price
% of Fund (quarterly)    TKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 8,480 +899 +11.9% 0.52% $713K 2026-01-26 $93.42
2025 Q3 ADDED β€” β€” β€” 7,581 +181 +2.4% 0.45% $570K 2025-10-17 $72.38
2025 Q2 INITIATED β€” β€” β€” 7,400 β€” β€” 0.43% $537K 2025-08-19 $76.05

FAQ About Slocum, Gordon & Co LLP and TKR

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

How long has Slocum, Gordon & Co LLP reported owning TKR?

Slocum, Gordon & Co LLP reported TKR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported TKR position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for TKR was 0.52% in 2025 Q4.

What is the latest reported TKR position on this page?

The most recent filing on this page is 2025 Q4, when Slocum, Gordon & Co LLP reported 8,480 shares, equal to 0.52% of portfolio, with an estimated market value of $713K.

What does the chart on this TKR ownership page compare?

The chart compares Slocum, Gordon & Co LLP'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.

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