← Top Holdings

TKRTIMKEN CO

CUSIP: 887389104

3

Guru Owners

$20.8M

Total Value Held

207,169

Total Shares

$19.3M
0.09%
$1.3M
0.02%
$201K
0.00%

📊 Fundamentals

Market Cap$9.6B
P/E Ratio32.3x
Above market avg
Forward P/E19.1x
P/FCF28.3x
EPS (TTM)$4.27
Revenue (TTM)$4.7B
Profit Margin6.60%
Div Yield1.04%
Beta1.20

52-Week Range

$70.57
$146.37

Current: $138.06

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 32.3x trailing earnings → 19.1x forward · 6.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$5.2M$10.4M$15.6M$20.8MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '264 owners · $20.8M
INCREASEDRay Dalio$19.3M
NEWLee Ainslie$1.3M
NEWMairs & Power$201K
REDUCEDRobert Olstein$503
Q4 '252 owners · $2.1M
NEWRay Dalio$1.4M
INCREASEDRobert Olstein$698K
Q3 '251 owners · $902K
REDUCEDRobert Olstein$902K
Q2 '251 owners · $979K
INCREASEDRobert Olstein$979K
Q1 '251 owners · $934K
REDUCEDRobert Olstein$934K
Q4 '241 owners · $1.2M
INCREASEDRobert Olstein$1.2M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
4%analyst est. 3.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
7.2%current: 7.2%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

TKR: Held by 3 superinvestors · 3 congress member trades

SELLMichael McCaulR
$100,001 - $250,0002025-08-29
SELLLisa McClainR
$1,001 - $15,0002025-06-17
BUYLisa McClainR
$1,001 - $15,0002025-06-11