$308 Million is the total value of Tinicum Inc's 6 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AM | Buy | ANTERO MIDSTREAM PARTNERS LPunt ltd partn | $104,266,000 | +6.3% | 4,027,276 | +19.2% | 33.89% | +13.8% |
| KMT | KENNAMETAL INC | $96,502,000 | -17.0% | 2,402,934 | 0.0% | 31.36% | -11.2% | |
| AMGP | ANTERO MIDSTREAM GP LP | $35,613,000 | -18.9% | 2,227,200 | 0.0% | 11.58% | -13.2% | |
| MCRN | Buy | MILACRON HLDGS CORP | $30,139,000 | +89.6% | 1,496,471 | +80.2% | 9.80% | +102.9% |
| FET | FORUM ENERGY TECHNOLOGIES INC | $29,333,000 | -29.3% | 2,666,666 | 0.0% | 9.53% | -24.3% | |
| SSD | SIMPSON MANUFACTURING CO INC | $11,828,000 | +0.3% | 205,375 | 0.0% | 3.84% | +7.4% | |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -763,500 | -100.0% | -0.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-14
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.