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Trinity Industries, Inc.

TRN Industrials
$32.44 +$0.29 (0.90%)
Market Cap: $2.58 B
Gurus Holding
5
Popularity Rank
#1717
% of Shares Held
2.02%
Net Activity (Q1 2026)
-$7.25 M

Guru Ownership Trend

Guru Analysis for Trinity Industries, Inc. (TRN)

Trinity Industries, Inc. (TRN), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $52.04 M.

Top institutional holders include Mario Gabelli and First Eagle Investment.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $7.25 M net outflow during the quarter.

Recent activity highlights First Eagle Investment who increased their stake by 4.9%. Conversely, Cliff Asness reduced exposure by 11.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$634,139.08
Total Buy Value
New Buys 0
Additions 2
-$7.88 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for Trinity Industries, Inc. (TRN)

Major holders include Mario Gabelli ($31.64 M), First Eagle Investment ($13.37 M), Paul Tudor Jones ($3.45 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.6 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $7.25 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited TRN. The total reported sell value was $7.88 M.

Yes, 0 managers opened new positions in TRN, and 2 increased their existing holdings. The total reported buy value was $634,139.08.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.31% Reduce -8.3% 983,340 $31.64 M Q1 2026
0.02% Add 4.9% 415,619 $13.37 M Q1 2026
0.01% Reduce -11.3% 107,247 $3.45 M Q1 2026
0.00% Reduce -11.5% 89,971 $2.9 M Q1 2026
0.00% Add 3.1% 7,916 $254,736 Q1 2026
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