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 credited Kulicke & Soffa, Advance Auto Parts, Element Solutions, Timken and MSC Industrial Direct with benefiting from improving semiconductor, auto-repair and industrial conditions. It reduced Brightstar Lottery, reassessed Kyndryl after governance and cash-management concerns, and maintained a value-oriented stance outside the AI trade. first half of 2026 AAP $2.5BBRSL $1.8BCBZ $3B