Leviticus Partners LP Amends Twin Disc Stake as of 12/31/23

Ticker: TWIN · Form: SC 13G/A · Filed: 2024-02-13T00:00:00.000Z

Sentiment: neutral

Topics: institutional-ownership, amendment, 13G, investor-activity

Related Tickers: TWIN

TL;DR

**Leviticus Partners LP just updated their Twin Disc (TWIN) ownership, watch for shifts!**

AI Summary

Leviticus Partners LP, an investment firm, filed an amended Schedule 13G/A on February 13, 2024, indicating their ownership of Twin Disc, Incorporated common stock as of December 31, 2023. This amendment updates their previous filing, signaling a potential change in their investment stake in Twin Disc. For investors, this matters because significant changes in institutional ownership can influence stock price and reflect a major investor's confidence (or lack thereof) in the company's future.

Why It Matters

This filing shows an institutional investor, Leviticus Partners LP, has updated their ownership position in Twin Disc, Incorporated, which can signal their current view on the company's prospects.

Risk Assessment

Risk Level: low — This is a routine amendment to an ownership disclosure, not indicating immediate high risk but rather a change in an institutional investor's position.

Analyst Insight

An investor should monitor subsequent filings from Leviticus Partners LP to understand the magnitude of any change in their Twin Disc holdings, as this amendment itself doesn't specify the new percentage or share count.

Key Players & Entities

FAQ

What type of filing is this document?

This document is an SC 13G/A, which is an amendment to a Schedule 13G filing under the Securities Exchange Act of 1934.

Who is the subject company whose securities are being reported?

The subject company is Twin Disc, Incorporated, with a CIK of 0000100378 and a CUSIP number of 901476101.

Who is the entity that filed this SC 13G/A?

The entity that filed this SC 13G/A is Leviticus Partners LP, with a CIK of 0001019432.

What was the date of the event that required this filing?

The date of the event which required the filing of this statement was December 31, 2023.

Under which rule was this schedule filed?

This schedule was filed under Rule 13d-i(b) of the Securities Exchange Act of 1934, as indicated by the '/X/' mark.

From the Filing

0001019432-24-000006.txt : 20240213 0001019432-24-000006.hdr.sgml : 20240213 20240213130543 ACCESSION NUMBER: 0001019432-24-000006 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 GROUP MEMBERS: AMH EQUITY LLC GROUP MEMBERS: LEVITICUS PARTNERS LP SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: TWIN DISC INC CENTRAL INDEX KEY: 0000100378 STANDARD INDUSTRIAL CLASSIFICATION: GENERAL INDUSTRIAL MACHINERY & EQUIPMENT [3560] ORGANIZATION NAME: 06 Technology IRS NUMBER: 390667110 STATE OF INCORPORATION: WI FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-16462 FILM NUMBER: 24624169 BUSINESS ADDRESS: STREET 1: 1328 RACINE ST CITY: RACINE STATE: WI ZIP: 53403 BUSINESS PHONE: 2626384000 MAIL ADDRESS: STREET 1: 1328 RACINE STREET CITY: RACINE STATE: WI ZIP: 53403 FORMER COMPANY: FORMER CONFORMED NAME: TWIN DISC CLUTCH CO DATE OF NAME CHANGE: 19770217 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Leviticus Partners LP CENTRAL INDEX KEY: 0001019432 ORGANIZATION NAME: IRS NUMBER: 133896587 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 32 OLD MILL ROAD CITY: GREAT NECK STATE: NY ZIP: 11023 BUSINESS PHONE: 2128715700 MAIL ADDRESS: STREET 1: 32 OLD MILL ROAD CITY: GREAT NECK STATE: NY ZIP: 11023 FORMER COMPANY: FORMER CONFORMED NAME: AMH Equity LLC DATE OF NAME CHANGE: 20200504 FORMER COMPANY: FORMER CONFORMED NAME: LEVITICUS PARTNERS L P DATE OF NAME CHANGE: 19990630 SC 13G/A 1 twin13ga2.txt SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (AMENDMENT NO. 2)* Twin Disc, Incorporated -------------------------------------------------------------------- (Name of Issuer) Common Stock ------------------------------------------------------------------ (Title of Class of Securities) 901476101 ---------------------------------------------------------------------- (CUSIP Number) 12/31/2023 ---------------------------------------------------------------------- (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this schedule is filed: /X/ Rule 13d-i(b) / / Rule 13d-i(c) / / Rule 13d-i(d) ------------------------ *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act. CUSIP NO. 901476101 13G/A ------------------------------------------------------------------------ -------- 1 NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) AMH Equity LLC ------------------------------------------------------------------------ 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) / / (b) / / ------------------------------------------------------------------------ 3 SEC USE ONLY ------------------------------------------------------------------------ 4 CITIZENSHIP OR PLACE OF ORGANIZATION New York, USA ------------------------------------------------------------------------ NUMBER OF 5 SOLE VOTING POWER SHARES 24,746 BENEFICIALLY -------------------------------------------------- OWNED BY 6 SHARED VOTING POWER EACH ------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON 24,746 WITH ------------------------------------------------- 8 SHARED DISPOSITIVE POWER ------------------------------------------------------------------------ 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH

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