Water Island Capital’s Triumph Group TGI Stock Holding History

Water Island Capital’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	-220,294	Closed	-$5.67M	–	127
2025 Q2	$5.67M	Sell	220,294 -408,647	-65%	-$10.4M	0.81%	36
2025 Q1	$15.9M	Buy	+628,941	New	+$14.6M	2.09%	15
2021 Q2	–	Sell	-16,000	Closed	-$294K	–	83
2021 Q1	$294K	Buy	+16,000	New	+$239K	0.02%	79

Other funds holding TGI

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Water Island Capital's TGI Position: Q3 2025 in Review

Water Island Capital sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 220,294 shares — an estimated $5.67M sold.

Water Island Capital first reported a position in TGI in Q1 2021 and held it in 3 quarters. The position peaked at $15.9M in Q1 2025. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

Water Island Capital reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
Water Island Capital sold 220,294 Triumph Group shares in Q3 2025, an estimated $5.67M.
Water Island Capital first reported a position in Triumph Group in Q1 2021 and held it in 3 quarters.
Water Island Capital's Triumph Group position peaked at $15.9M in Q1 2025.
4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Water Island Capital's 13F filing for Q3 2025, filed 14 Nov 2025.