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Trinity Industries, Inc.

TRN Industrials
$30.55 +$0.16 (0.53%)
Market Cap: $2.45 B
Gurus Holding
6
Popularity Rank
#1421
% of Shares Held
2.23%
Net Activity (Q3 2025)
-$15.78 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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $54.51 M.

Top institutional holders include Mario Gabelli and First Eagle Investment.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $15.78 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 63.6%. Conversely, Paul Tudor Jones reduced exposure by 70.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$2.32 M
Total Buy Value
New Buys 0
Additions 3
-$18.11 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Trinity Industries, Inc. (TRN)

Major holders include Mario Gabelli ($28.36 M), First Eagle Investment ($10.47 M), Cliff Asness ($5.53 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.78 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $15.78 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited TRN. The total reported sell value was $18.11 M.

Yes, 0 managers opened new positions in TRN, and 3 increased their existing holdings. The total reported buy value was $2.32 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.27% Reduce -3.4% 1,072,585 $28.36 M Q4 2025
0.02% Reduce -0.1% 396,147 $10.47 M Q4 2025
0.00% Add 63.6% 197,225 $5.53 M Q3 2025
0.00% Reduce -70.6% 97,881 $2.74 M Q3 2025
0.00% Reduce -39.4% 12,793 $358,713 Q3 2025
0.00% 7,682 $203,112 Q4 2025
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