PCM
TGI

Penn Capital Management’s Triumph Group TGI Stock Holding History

Penn Capital 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
Q1 		– Sell
-845,344
Closed -$15.8M – 190
2024
Q4 		$15.8M Sell
845,344
-94,027
-10% -$1.56M 1.55% 10
2024
Q3 		$12.1M Buy
939,371
+33,381
+4% +$484K 1.11% 41
2024
Q2 		$14M Sell
905,990
-16,614
-2% -$237K 1.33% 24
2024
Q1 		$13.9M Buy
922,604
+10,246
+1% +$153K 1.24% 30
2023
Q4 		$15.1M Sell
912,358
-234,732
-20% -$2.38M 1.39% 23
2023
Q3 		$8.8M Buy
1,147,090
+210,462
+22% +$2.06M 0.9% 55
2023
Q2 		$11.6M Sell
936,628
-7,967
-0.8% -$90.9K 1.13% 36
2023
Q1 		$11M Buy
944,595
+74,931
+9% +$853K 1.1% 43
2022
Q4 		$9.16M Buy
869,664
+55,459
+7% +$573K 0.94% 52
2022
Q3 		$7M Buy
814,205
+88,513
+12% +$1.16M 0.78% 59
2022
Q2 		$9.64M Buy
725,692
+221,229
+44% +$4.19M 1.04% 45
2022
Q1 		$12.1M Buy
+504,463
New +$11.2M 1.24% 22
2015
Q4 		– Sell
-91,106
Closed -$3.83M – 277
2015
Q3 		$3.83M Sell
91,106
-5,704
-6% -$305K 0.2% 175
2015
Q2 		$6.39M Sell
96,810
-4,237
-4% -$275K 0.26% 150
2015
Q1 		$6.04M Sell
101,047
-65,886
-39% -$3.96M 0.24% 148
2014
Q4 		$11.2M Buy
166,933
+689
+0.4% +$45.3K 0.47% 79
2014
Q3 		$10.8M Buy
166,244
+18,306
+12% +$1.23M 0.45% 82
2014
Q2 		$10.3M Sell
147,938
-40,321
-21% -$2.72M 0.4% 98
2014
Q1 		$12.2M Sell
188,259
-141,895
-43% -$9.71M 0.46% 85
2013
Q4 		$25.1M Buy
330,154
+95,976
+41% +$6.96M 0.9% 26
2013
Q3 		$16.4M Sell
234,178
-39,766
-15% -$3.07M 0.68% 42
2013
Q2 		$21.7M Buy
+273,944
New +$21.2M 0.89% 22

Other funds holding TGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VOMP
Vision One Management Partners Miami, Florida $278M AUM 88.58% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Penn Capital Management's TGI Position: Q1 2025 in Review

Penn Capital Management sold out of Triumph Group (TGI) in Q1 2025, closing a stake of 845,344 shares — an estimated $15.8M sold.

Penn Capital Management first reported a position in TGI in Q2 2013 and held it in 22 quarters. The position peaked at $25.1M in Q4 2013. 222 funds tracked by Wall St. Rank hold TGI as of Q1 2025.

  • Penn Capital Management reported no remaining Triumph Group position as of Q1 2025 after selling out during the quarter.
  • Penn Capital Management sold 845,344 Triumph Group shares in Q1 2025, an estimated $15.8M.
  • Penn Capital Management first reported a position in Triumph Group in Q2 2013 and held it in 22 quarters.
  • Penn Capital Management's Triumph Group position peaked at $25.1M in Q4 2013.
  • 222 funds tracked by Wall St. Rank held Triumph Group as of Q1 2025.

Based on Penn Capital Management's 13F filing for Q1 2025, filed 14 May 2025.