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Maverick Capital’s Triumph Financial Inc TFIN Stock Holding History

Maverick Capital’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
2023
Q3 		– Sell
-7,431
Closed -$451K – 490
2023
Q2 		$451K Sell
7,431
-2,617
-26% -$144K 0.01% 256
2023
Q1 		$583K Buy
10,048
+1,574
+19% +$90.2K 0.01% 218
2022
Q4 		$414K Buy
+8,474
New +$458K 0.01% 214
2022
Q1 		– Sell
-981
Closed -$117K – 368
2021
Q4 		$117K Sell
981
-12,482
-93% -$1.5M ﹤0.01% 176
2021
Q3 		$1.35M Sell
13,463
-433
-3% -$34.7K 0.01% 228
2021
Q2 		$1.03M Buy
13,896
+3,114
+29% +$265K 0.01% 292
2021
Q1 		$834K Buy
+10,782
New +$750K 0.01% 308

Other funds holding TFIN

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
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Maverick Capital's TFIN Position: Q3 2023 in Review

Maverick Capital sold out of Triumph Financial Inc (TFIN) in Q3 2023, closing a stake of 7,431 shares — an estimated $451K sold.

Maverick Capital first reported a position in TFIN in Q1 2021 and held it in 7 quarters. The position peaked at $1.35M in Q3 2021. 160 funds tracked by Wall St. Rank hold TFIN as of Q3 2023.

  • Maverick Capital reported no remaining Triumph Financial Inc position as of Q3 2023 after selling out during the quarter.
  • Maverick Capital sold 7,431 Triumph Financial Inc shares in Q3 2023, an estimated $451K.
  • Maverick Capital first reported a position in Triumph Financial Inc in Q1 2021 and held it in 7 quarters.
  • Maverick Capital's Triumph Financial Inc position peaked at $1.35M in Q3 2021.
  • 160 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2023.

Based on Maverick Capital's 13F filing for Q3 2023, filed 14 Nov 2023.