Second Curve Capital’s Triton International Limited TRTN Stock Holding History

Second Curve Capital’s Portfolio TRTN Stock Details TRTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-47,000	Closed	-$2.58M	–	24
2021 Q1	$2.58M	Buy	+47,000	New	+$2.51M	3.64%	10
2019 Q2	–	Sell	-92,696	Closed	-$2.88M	–	24
2019 Q1	$2.88M	Buy	92,696 +54,000	+140%	+$1.8M	2.2%	15
2018 Q4	$1.2M	Sell	38,696 -308,312	-89%	-$9.95M	1.19%	11
2018 Q3	$11.5M	Sell	347,008 -140,000	-29%	-$4.94M	5.04%	10
2018 Q2	$14.9M	Sell	487,008 -10,000	-2%	-$331K	5.75%	9
2018 Q1	$15.2M	Buy	497,008 +289,000	+139%	+$9.67M	5.85%	9
2017 Q4	$7.79M	Buy	208,008 +160,000	+333%	+$6.15M	3.07%	13
2017 Q3	$1.6M	Sell	48,008 -315,604	-87%	-$10.9M	0.64%	17
2017 Q2	$12.2M	Buy	363,612 +30,000	+9%	+$886K	4.36%	11
2017 Q1	$8.6M	Buy	333,612 +83,600	+33%	+$1.94M	3.16%	14
2016 Q4	$3.95M	Buy	+250,012	New	+$4.01M	1.5%	18

Other funds holding TRTN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GIG

Goodnow Investment Group Darien, Connecticut $964M AUM 2.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Second Curve Capital's TRTN Position: Q2 2021 in Review

Second Curve Capital sold out of Triton International Limited (TRTN) in Q2 2021, closing a stake of 47,000 shares — an estimated $2.58M sold.

Second Curve Capital first reported a position in TRTN in Q4 2016 and held it in 11 quarters. The position peaked at $15.2M in Q1 2018. 273 funds tracked by Wall St. Rank hold TRTN as of Q2 2021.

Second Curve Capital reported no remaining Triton International Limited position as of Q2 2021 after selling out during the quarter.
Second Curve Capital sold 47,000 Triton International Limited shares in Q2 2021, an estimated $2.58M.
Second Curve Capital first reported a position in Triton International Limited in Q4 2016 and held it in 11 quarters.
Second Curve Capital's Triton International Limited position peaked at $15.2M in Q1 2018.
273 funds tracked by Wall St. Rank held Triton International Limited as of Q2 2021.

Based on Second Curve Capital's 13F filing for Q2 2021, filed 16 Aug 2021.