$184 Million is the total value of Tinicum Inc's 11 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AM | ANTERO MIDSTREAM PARTNERS LPunt ltd partn | $56,145,000 | -12.0% | 2,321,000 | 0.0% | 31.96% | -3.6% | |
| FET | FORUM ENERGY TECHNOLOGIES IN | $52,267,000 | -5.5% | 2,666,666 | 0.0% | 29.75% | +3.6% | |
| BZC | BREEZE EASTERN CORP | $33,876,000 | +2.2% | 3,303,373 | 0.0% | 19.28% | +12.0% | |
| NEWP | Buy | NEWPORT CORP | $12,298,000 | +3.8% | 645,220 | +4.0% | 7.00% | +13.7% |
| NSP | INSPERITY INC | $10,657,000 | +54.3% | 203,800 | 0.0% | 6.07% | +69.1% | |
| VECO | VEECO INSTRS INC DEL | $5,638,000 | -12.4% | 184,555 | 0.0% | 3.21% | -4.0% | |
| USAP | Sell | UNIVERSAL STAINLESS & ALLOY | $1,823,000 | -22.6% | 69,540 | -25.7% | 1.04% | -15.1% |
| IPGP | Buy | IPG PHOTONICS CORP | $1,251,000 | +67.0% | 13,500 | +35.0% | 0.71% | +83.0% |
| LMIA | LMI AEROSPACE INC | $1,221,000 | -13.4% | 100,000 | 0.0% | 0.70% | -5.1% | |
| KMT | New | KENNAMENTAL INC | $505,000 | – | 15,000 | +100.0% | 0.29% | – |
| OME | Exit | OMEGA PROTEIN CORP | $0 | – | -117,400 | -100.0% | -0.64% | – |
| VPG | Exit | VISHAY PRECISION GROUP INC | $0 | – | -542,419 | -100.0% | -4.84% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| KENNAMETAL INC | 35 | Q3 2023 | 100.0% |
| FORUM ENERGY TECHNOLOGIES INC | 28 | Q1 2020 | 56.1% |
| ANTERO MIDSTREAM PARTNERS LP | 17 | Q4 2018 | 52.4% |
| LMI AEROSPACE INC | 15 | Q4 2016 | 1.1% |
| ANTERO MIDSTREAM CORPORATION | 12 | Q4 2021 | 49.8% |
| BREEZE EASTERN CORP | 11 | Q4 2015 | 25.5% |
| NEWPORT CORP | 11 | Q4 2015 | 7.0% |
| IPG PHOTONICS CORP | 11 | Q1 2016 | 0.7% |
| VEECO INSTRS INC DEL | 10 | Q3 2015 | 14.5% |
| VISHAY PRECISION GROUP INC | 10 | Q4 2015 | 6.4% |
View Tinicum Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-11-01 |
View Tinicum Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.