LIM
TGI

Lathrop Investment Management’s Triumph Group TGI Stock Holding History

Lathrop Investment Management’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
Q2 		– Sell
-107,409
Closed -$2.72M – 88
2025
Q1 		$2.72M Sell
107,409
-16,880
-14% -$391K 0.54% 40
2024
Q4 		$2.32M Sell
124,289
-11,264
-8% -$187K 0.44% 42
2024
Q3 		$1.75M Sell
135,553
-539
-0.4% -$7.82K 0.32% 45
2024
Q2 		$2.1M Sell
136,092
-5,840
-4% -$83.2K 0.41% 42
2024
Q1 		$2.13M Sell
141,932
-12,249
-8% -$182K 0.41% 42
2023
Q4 		$2.56M Sell
154,181
-3,640
-2% -$36.9K 0.52% 37
2023
Q3 		$1.21M Sell
157,821
-33,569
-18% -$328K 0.26% 42
2023
Q2 		$2.37M Sell
191,390
-470
-0.2% -$5.36K 0.48% 39
2023
Q1 		$2.22M Sell
191,860
-14,327
-7% -$163K 0.47% 37
2022
Q4 		$2.17M Buy
206,187
+2,543
+1% +$26.3K 0.48% 37
2022
Q3 		$1.75M Buy
203,644
+4,655
+2% +$60.9K 0.46% 35
2022
Q2 		$2.65M Sell
198,989
-129
-0.1% -$2.44K 0.66% 33
2022
Q1 		$5.03M Sell
199,118
-10,678
-5% -$237K 1.06% 32
2021
Q4 		$3.89M Sell
209,796
-10,307
-5% -$201K 0.77% 33
2021
Q3 		$4.1M Buy
220,103
+2,195
+1% +$40.9K 0.88% 33
2021
Q2 		$4.52M Buy
217,908
+12,140
+6% +$224K 0.93% 33
2021
Q1 		$3.78M Buy
205,768
+8,800
+4% +$131K 0.85% 33
2020
Q4 		$2.47M Buy
196,968
+116,850
+146% +$1.21M 0.61% 35
2020
Q3 		$522K Sell
80,118
-68,927
-46% -$512K 0.15% 45
2020
Q2 		$1.34M Sell
149,045
-36,252
-20% -$268K 0.4% 37
2020
Q1 		$1.25M Buy
185,297
+7,470
+4% +$136K 0.44% 36
2019
Q4 		$4.49M Buy
177,827
+11,150
+7% +$277K 1.2% 28
2019
Q3 		$3.81M Buy
166,677
+6,480
+4% +$148K 1.05% 28
2019
Q2 		$3.67M Sell
160,197
-3,655
-2% -$78.5K 1.04% 28
2019
Q1 		$3.12M Sell
163,852
-19,366
-11% -$365K 0.93% 28
2018
Q4 		$2.11M Sell
183,218
-24,170
-12% -$420K 0.74% 29
2018
Q3 		$4.83M Sell
207,388
-55,660
-21% -$1.16M 1.25% 27
2018
Q2 		$5.16M Sell
263,048
-71,691
-21% -$1.66M 1.4% 26
2018
Q1 		$8.44M Buy
334,739
+30,509
+10% +$830K 2.41% 21
2017
Q4 		$8.28M Sell
304,230
-2,177
-0.7% -$65.2K 2.28% 23
2017
Q3 		$9.12M Buy
306,407
+88,588
+41% +$2.53M 2.55% 24
2017
Q2 		$6.88M Buy
217,819
+11,545
+6% +$321K 1.97% 24
2017
Q1 		$5.31M Buy
206,274
+2,545
+1% +$66.7K 1.55% 27
2016
Q4 		$5.4M Sell
203,729
-256,859
-56% -$6.83M 1.63% 26
2016
Q3 		$14.6M Buy
460,588
+225,371
+96% +$7.28M 2.24% 24
2016
Q2 		$8.35M Buy
235,217
+13,630
+6% +$493K 2.59% 22
2016
Q1 		$6.98M Buy
221,587
+86,340
+64% +$2.62M 2.21% 26
2015
Q4 		$5.38M Sell
135,247
-12,335
-8% -$498K 1.76% 27
2015
Q3 		$6.21M Buy
147,582
+3,110
+2% +$166K 2.13% 26
2015
Q2 		$9.53M Buy
144,472
+9,950
+7% +$645K 3.13% 20
2015
Q1 		$8.03M Buy
134,522
+9,906
+8% +$595K 2.77% 25
2014
Q4 		$8.38M Buy
124,616
+6,652
+6% +$437K 3.03% 22
2014
Q3 		$7.67M Buy
+117,964
New +$7.9M 2.92% 23

Other funds holding TGI

PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VOMP
Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Lathrop Investment Management's TGI Position: Q2 2025 in Review

Lathrop Investment Management sold out of Triumph Group (TGI) in Q2 2025, closing a stake of 107,409 shares — an estimated $2.72M sold.

Lathrop Investment Management first reported a position in TGI in Q3 2014 and held it in 43 quarters. The position peaked at $14.6M in Q3 2016. 237 funds tracked by Wall St. Rank hold TGI as of Q2 2025.

  • Lathrop Investment Management reported no remaining Triumph Group position as of Q2 2025 after selling out during the quarter.
  • Lathrop Investment Management sold 107,409 Triumph Group shares in Q2 2025, an estimated $2.72M.
  • Lathrop Investment Management first reported a position in Triumph Group in Q3 2014 and held it in 43 quarters.
  • Lathrop Investment Management's Triumph Group position peaked at $14.6M in Q3 2016.
  • 237 funds tracked by Wall St. Rank held Triumph Group as of Q2 2025.

Based on Lathrop Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.