$329 Million is the total value of Tinicum Inc's 7 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KMT | KENNAMETAL INC | $116,326,000 | +20.0% | 2,402,934 | 0.0% | 35.32% | +3.9% | |
| AM | Buy | ANTERO MIDSTREAM PARTNERS LPunt ltd partn | $98,078,000 | -0.7% | 3,377,332 | +7.8% | 29.78% | -14.0% |
| AMGP | ANTERO MIDSTREAM GP LP | $43,920,000 | -3.7% | 2,227,200 | 0.0% | 13.34% | -16.6% | |
| FET | FORUM ENERGY TECHNOLOGIES INC | $41,467,000 | -2.2% | 2,666,666 | 0.0% | 12.59% | -15.3% | |
| MCRN | New | MILACRON HLDGS CORP | $15,896,000 | – | 830,500 | +100.0% | 4.83% | – |
| SSD | Buy | SIMPSON MANUFACTURING CO INC | $11,791,000 | +4712.7% | 205,375 | +4007.5% | 3.58% | +4062.8% |
| ENPH | ENPHASE ENERGY INC | $1,840,000 | +58.5% | 763,500 | 0.0% | 0.56% | +37.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-13
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.