YOUSIF CAPITAL MANAGEMENT, LLC MTUS — Timkensteel Corp

Ownership history in YOUSIF CAPITAL MANAGEMENT, LLC  ·  16 quarters on record

AI Ownership Summary

YOUSIF CAPITAL MANAGEMENT, LLC reported Timkensteel Corp (MTUS) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows MTUS at 0.00% 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 MTUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was YOUSIF CAPITAL MANAGEMENT, LLC's position in Timkensteel Corp, 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 Q3

MTUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

MTUS stock page YOUSIF CAPITAL MANAGEMENT, LLC fund profile YOUSIF CAPITAL MANAGEMENT, LLC full holdings
How YOUSIF CAPITAL MANAGEMENT, LLC held MTUS — position size vs. price
% of Fund (quarterly)    MTUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 21.4% +6.2% ❌ 11,176 -3,046 -21.4% 0.00% $185K 2025-10-14 $16.99
2025 Q2 REDUCED — — — 14,222 -72 -0.5% 0.00% $219K 2025-07-25 $17.00
2025 Q1 REDUCED — — — 14,294 -256 -1.8% 0.00% $191K 2025-04-14 $12.66
2024 Q4 REDUCED 5.1% -5.5% ✅ 14,550 -790 -5.1% 0.00% $206K 2025-01-27 $15.19
2024 Q3 REDUCED — — — 15,340 -330 -2.1% 0.00% $227K 2024-10-30 $14.35
2024 Q2 REDUCED 10.0% -26.8% ✅ 15,670 -1,742 -10.0% 0.00% $318K 2024-07-31 $22.42
2024 Q1 REDUCED 8.7% -9.2% ✅ 17,412 -1,660 -8.7% 0.00% $387K 2024-04-26 $21.35
2023 Q4 REDUCED — — — 19,072 -315 -1.6% 0.01% $447K 2024-02-01 $20.80
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MTUS

As of 2026 Q1 — sorted by position size

Azarias Capital Management, L.P. 3Y 3.98% Skylands Capital, LLC 3Y 7Y 0.47% Fruth Investment Management 3Y 7Y 0.21% FARMERS TRUST CO 3Y 7Y 0.11% Unison Advisors LLC 3Y 7Y 0.05% Inspire Investing, LLC 3Y 7Y 0.04% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.04% Hodges Capital Management Inc. 3Y 7Y 0.02% BEESE FULMER INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.0%

FAQ About YOUSIF CAPITAL MANAGEMENT, LLC and MTUS

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

How long has YOUSIF CAPITAL MANAGEMENT, LLC reported owning MTUS?

YOUSIF CAPITAL MANAGEMENT, LLC reported MTUS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MTUS position in YOUSIF CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for MTUS was 0.01% in 2023 Q4.

What is the latest reported MTUS position on this page?

The most recent filing on this page is 2025 Q3, when YOUSIF CAPITAL MANAGEMENT, LLC reported 11,176 shares, equal to 0.00% of portfolio, with an estimated market value of $185K.

What does the chart on this MTUS ownership page compare?

The chart compares YOUSIF CAPITAL MANAGEMENT, LLC's quarterly MTUS 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 YOUSIF CAPITAL MANAGEMENT, LLC time their MTUS position?

Based on 13F filing dates vs. subsequent MTUS price moves, YOUSIF CAPITAL MANAGEMENT, LLC correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on MTUS relative to SPY over the holding period was -6.5%.

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