Letters by company

Timken CO

1 letter discussing TKR. Everything written about it on this site is on its ticker page.

Royce Investment Partners Royce Small-Cap Total Return Fund Manager Commentary Royce Small-Cap Total Return Fund benefited from Kulicke & Soffa’s semiconductor-packaging recovery, Advance Auto Parts’ turnaround and stronger industrial demand at Element Solutions, Timken and MSC Industrial Direct. The portfolio reduced Brightstar Lottery and exited Kyndryl after deteriorating execution, while maintaining a value-oriented stance outside AI-led technology. Year-to-Date Through 6/30/26 +13.7% AAP $3.4BBRSL $2.2BCBZ $3BESI $8.5B