SCHEDULE 13G/A: Investment Funds Disclose 5.0% Stake in Twin Disc Inc.

Leviticus Partners LP and AMH Equity LLC, managed by Adam M Hutt, have disclosed a combined 5.0% beneficial ownership stake in Twin Disc Inc. as of December 31, 2024.

Summary

• Leviticus Partners LP and AMH Equity LLC, with Adam M Hutt as managing member for both, collectively reported beneficial ownership of 713,686 shares of Twin Disc Inc. common stock.
• This ownership represents a 5.0% stake in the company's common stock as of the event date, December 31, 2024.
• The filing is an Amendment No. 1 to Schedule 13G, indicating an update to a previously filed beneficial ownership statement.
• The reporting persons hold sole voting power and sole dispositive power over all 713,686 shares.

Sentiment

Score: 6

Explanation: The filing indicates significant institutional investment in Twin Disc Inc., suggesting investor confidence, though it is a standard disclosure and not indicative of operational performance or specific strategic moves.

Positives

• The disclosure of a 5.0% beneficial ownership by institutional investors like Leviticus Partners LP and AMH Equity LLC can signal increased investor confidence in Twin Disc Inc.
• The acquisition of shares was certified to be in the ordinary course of business and not for the purpose of changing or influencing control, suggesting a long-term investment perspective rather than activist intent.

Risks

• The document explicitly states that the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities. Therefore, no specific risks related to activist investing or control changes are indicated by this filing.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding the company's future performance.

Management Comments

• "To the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11." (Statement by Adam M Hutt, Managing Member of Leviticus Partners LP and AMH Equity LLC).

Industry Context

This Schedule 13G filing is a standard regulatory disclosure indicating that an institutional investor or group has acquired a significant ownership stake (5% or more) in a publicly traded company. It reflects institutional interest in Twin Disc Inc. and is a routine part of market transparency.

Stakeholder Impact

• Shareholders may view this as a positive signal of institutional interest and potential long-term commitment from the reporting persons, which could contribute to market stability for the stock.

Key Dates

Keywords

Twin Disc Inc, TDIC, Schedule 13G, beneficial ownership, institutional investment, common stock, SEC filing, Leviticus Partners LP, AMH Equity LLC