SCHEDULE 13G/A: Leviticus Partners and AMH Equity Disclose 4.5% Passive Stake in Twin Disc Inc.

Leviticus Partners LP and AMH Equity LLC have filed an amended Schedule 13G, reporting a combined passive beneficial ownership of 4.5% in Twin Disc Inc.'s common stock as of February 13, 2025.

Summary

• Leviticus Partners LP and AMH Equity LLC, with Adam M Hutt as managing member for both, have filed an Amendment No. 2 to Schedule 13G regarding their ownership in Twin Disc Inc.
• The reporting persons collectively beneficially own 632,357 shares of Twin Disc Inc. Common Stock.
• This aggregate amount represents 4.5% of the outstanding class of securities.
• Leviticus Partners LP holds sole voting and dispositive power over 612,706 shares.
• AMH Equity LLC holds sole voting and dispositive power over 19,651 shares.
• The filing indicates that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 5

Explanation: The document is a routine ownership disclosure (Schedule 13G) and does not contain information that inherently indicates positive or negative sentiment regarding the company's performance or outlook. It is a factual report of an investor's stake.

Future Outlook

The document is an ownership disclosure and does not provide any forward-looking statements or guidance from the company or the reporting persons regarding Twin Disc Inc.'s future performance.

Industry Context

This filing is a routine disclosure of passive institutional ownership, common across all publicly traded sectors. It reflects an investment firm's stake in a manufacturing company (Twin Disc Inc. is known for power transmission products) but does not provide broader industry trends or competitive analysis.

Stakeholder Impact

• Shareholders: Provides transparency regarding the beneficial ownership of a specific investment group, which can be relevant for understanding the shareholder base.

Key Dates

Keywords

Twin Disc Inc., Leviticus Partners LP, AMH Equity LLC, Schedule 13G, Common Stock, Beneficial Ownership, Passive Investment, SEC Filing, Institutional Ownership