TKRTIMKEN CO

CUSIP: 887389104

Guru Owners

$2.1M

Total Value Held

24,684

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	16384	$1.4M	0.01%	$84.13	Q4 2025
Robert Olstein	Olstein Capital Management	8300	$698K	0.14%	$84.10	Q4 2025

Ray Dalio

$1.4M

0.01%

Robert Olstein

$698K

0.14%

📊 Fundamentals

Market Cap$7.6B

P/E Ratio26.6x

Above market avg

Forward P/E16.6x

P/FCF20.2x

EPS (TTM)$4.11

Revenue (TTM)$4.6B

Profit Margin6.29%

Div Yield1.29%

Beta1.19

52-Week Range

$60.85

$111.39

Current: $109.46

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 26.6x trailing earnings → 16.6x forward · 6.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

Q3 '241 owners · $1.2M

SOLDAlex Roepers

💰 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

8.3%current: 8.3%

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 2 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