TTC

TTC

TTC

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 18, 2025	Mairs & Power – Balanced Fund	-	2.7%	ABT, AMZN, FI, TECH, TTC, USB, WEC, WFC	balanced allocation, capital preservation, dividends, income, Quality	The commentary focuses on balanced allocation as a way to navigate uncertain markets while preserving capital. Emphasis is placed on dividend-paying equities and high-quality bonds to smooth returns. The approach targets steady compounding across market cycles.		View
2024 Q1	May 7, 2024	The London Company Small-Mid Cap	2.0%	4.8%	AWI, CABO, CHDN, DAVA, DECK, LANC, TREX, TTC	-			View
2025 Q3	Oct 24, 2025	Diamond Hill Mid Cap	4.5%	9.5%	AIG, COO, EQH, GDDY, KMX, RRR, RVTY, TTC, WCC	AI, Consumer Demand, industrials, Mid Caps, valuation	The fund notes that AI enthusiasm is inflating valuations across mid-cap equities while creating opportunities in overlooked industrial and consumer names. It highlights investments in defense, data centers, and housing-related sectors that can benefit from secular tailwinds. Managers remain focused on intrinsic value and quality amid macro uncertainty.	HII WCC CIEN	View
2025 Q3	Oct 24, 2025	Diamond Hill Small-Mid Cap Strategy	6.2%	7.3%	CIEN, COO, EQH, GDDY, KMX, RRR, RVTY, TFIN, TTC, WCC	AI, defense, industrials, infrastructure, valuation	The strategy underperformed as AI-driven rallies boosted large-cap tech, though holdings like Ciena and WESCO benefited from AI infrastructure spending. Managers see opportunities in undervalued industrials and defense suppliers such as Huntington Ingalls, which gain from rearmament trends. The team warns of AI overvaluation and focuses on patient value investing amid market exuberance.	RVTY COO TTC HII CIEN HII WCC CIEN	View
2025 Q3	Oct 2, 2025	LRT Capital Management	-	-0.2%	ABG, CAAP, CCI, CHE, CHTR, CIGI, CM, DRI, FN, GPI, IESC, PBR, RLI, SNEX, SSD, TD, TRV, TTC, UNH, XOM	Hedges, Long/Short, Quality, Shiller PE, small caps	LRT focuses on a systematic long/short approach anchored in high-quality companies trading amid extreme market valuations. The manager highlights elevated index multiples and the opportunity created when quality factors lag speculative leadership. Quality remains compelling as valuation discipline and downside control matter more in late-cycle conditions.		View
2025 Q4	Jan 23, 2026	Bell Global Emerging Companies Fund	-1.8%	-5.9%	3064.T, 6146.T, AMS.MC, AUTO.L, BJ, BOOT, CHKP, CNM, COR, CPG.L, DB1.DE, GWW, LPLA, MSCI, ODFL, PCTY, SCI, TSCO, TTC, TTI.HK, VEEV, WKL.AS	global, industrials, Quality, SMID Cap, technology, value	The fund follows a Quality at a Reasonable Price (QARP) approach, focusing on consistently high returning companies with durable growth characteristics. 2025 was challenging for this style as markets favored momentum and sentiment-driven narratives over fundamentals, but the team believes quality investing will reassert itself as markets become more earnings driven. The fund invests in global small and mid cap equities with 30-60 holdings, maintaining benchmark agnostic positioning. The portfolio targets companies with market capitalizations in the SMID cap range, seeking to outperform the MSCI World SMID Cap Index over rolling three-year periods. The fund emphasizes valuation discipline as part of its QARP approach, seeking quality companies at reasonable prices. Many high-quality businesses in the portfolio are trading at compelling valuations, with the portfolio's weighted upside potential sitting at the upper end of historical ranges based on conservative assumptions.	VEEV AUTO LN COR TSCO CNM TTC 3064 JP 6146 JP CPG LN LPLA GWW ODFL	View
2024 Q3	Sep 30, 2024	Mairs & Power – Growth Fund	0.0%	19.0%	KHC, TTC, UNH	-			View
2024 Q3	Sep 30, 2024	Mairs & Power – Balanced Fund	0.0%	11.0%	AMP, CASY, HSY, LFUS, LLY, NVDA, TTC	-			View
2024 Q3	Sep 30, 2024	Mairs & Power – Small Cap Fund	0.0%	9.0%	AZEK, CASY, CLFD, CVRX. MGPI, EMTG, LTH, TNC, TTC, WK	-			View
2023 Q3	Sep 30, 2023	Mairs & Power – Growth Fund	0.0%	19.0%	TTC, VZ	-			View
2022 Q4	Feb 2, 2023	Mairs & Power – Growth Fund	0.0%	19.0%	ECL, GOOGL, TECHNE, TTC, UNH	-			View
2022 Q4	Jan 31, 2023	Meridian Contrarian Fund	6.9%	0.0%	ACHC, BEPC, CARS, DBRG, TTC, VWE	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 27, 2026	Fund Letters	Ned Bell	The Toro Company	Industrials	Machinery	Bull	New York Stock Exchange	Industrials, infrastructure, machinery, Pricingpower, resilience	View Pitch
Nov 29, 2025	Fund Letters	Chris Welch	The Toro Company	Consumer Discretionary	Machinery	Bull	NYSE	Inventory, Landscaping, machinery, Margins, Pricing power, recovery	View Pitch
Sep 16, 2025	Short Thesis	Jehoshaphat Research	Toro Co/The	Consumer Discretionary	Machinery (Lawn & Garden Equipment)	Bear	NYSE	Equipment, Housing, Inventory, Landscaping, Margins	View Pitch

BSD Shareholders of TTC

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: