BOA
TGI

Birnam Oak Advisors’s Triumph Group TGI Stock Holding History

Birnam Oak Advisors’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-726,540
Closed -$18.7M – 39
2025
Q2 		$18.7M Buy
726,540
+681,000
+1,495% +$17.4M 5.53% 8
2025
Q1 		$1.15M Buy
+45,540
New +$1.05M 0.21% 27

Other funds holding TGI

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Birnam Oak Advisors's TGI Position: Q3 2025 in Review

Birnam Oak Advisors sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 726,540 shares — an estimated $18.7M sold.

Birnam Oak Advisors first reported a position in TGI in Q1 2025 and held it in 2 quarters. The position peaked at $18.7M in Q2 2025. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • Birnam Oak Advisors reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • Birnam Oak Advisors sold 726,540 Triumph Group shares in Q3 2025, an estimated $18.7M.
  • Birnam Oak Advisors first reported a position in Triumph Group in Q1 2025 and held it in 2 quarters.
  • Birnam Oak Advisors's Triumph Group position peaked at $18.7M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Birnam Oak Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.