Bares Capital Management’s Triumph Financial Inc TFIN Stock Holding History

Bares Capital Management’s Portfolio TFIN Stock Details TFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,759	Closed	-$379K	–	20
2024 Q3	$379K	Sell	4,759 -251,476	-98%	-$21M	0.03%	19
2024 Q2	$20.9M	Hold	256,235	–	–	1.01%	12
2024 Q1	$20.3M	Hold	256,235	–	–	0.81%	13
2023 Q4	$20.5M	Buy	256,235 +24,847	+11%	+$1.68M	0.81%	14
2023 Q3	$15M	Buy	231,388 +152,222	+192%	+$10M	0.64%	23
2023 Q2	$4.81M	Buy	+79,166	New	+$4.35M	0.17%	38

Other funds holding TFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Bares Capital Management's TFIN Position: Q4 2024 in Review

Bares Capital Management sold out of Triumph Financial Inc (TFIN) in Q4 2024, closing a stake of 4,759 shares — an estimated $379K sold.

Bares Capital Management first reported a position in TFIN in Q2 2023 and held it in 6 quarters. The position peaked at $20.9M in Q2 2024. 213 funds tracked by Wall St. Rank hold TFIN as of Q4 2024.

Bares Capital Management reported no remaining Triumph Financial Inc position as of Q4 2024 after selling out during the quarter.
Bares Capital Management sold 4,759 Triumph Financial Inc shares in Q4 2024, an estimated $379K.
Bares Capital Management first reported a position in Triumph Financial Inc in Q2 2023 and held it in 6 quarters.
Bares Capital Management's Triumph Financial Inc position peaked at $20.9M in Q2 2024.
213 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2024.

Based on Bares Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.