Vault-13

TRIUMPH GROUP INC NEW TGI

COM · Common Stock · CUSIP 896818101 · ISIN US8968181011

4 institutional holders -235 vs Q2 2025
144,351144.4k shares reported held*
$15.0mreported value*
0 new 2 added 1 reduced 226 sold out net sold ≈ $2.2bn (-84.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $103.91.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 166Q4 22: 178Q1 23: 178Q2 23: 186Q3 23: 176Q4 23: 182Q1 24: 189Q2 24: 192Q3 24: 180Q4 24: 187Q1 25: 223Q2 25: 239Q3 25: 44Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022166
Q4 2022178
Q1 2023178
Q2 2023186
Q3 2023176
Q4 2023182
Q1 2024189
Q2 2024192
Q3 2024180
Q4 2024187
Q1 2025223
Q2 2025239
Q3 20254

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 23: 84 bought or addedQ4 23: 88 cut or sold outQ1 24: 96 bought or addedQ1 24: 91 cut or sold outQ1 24Q2 24: 94 bought or addedQ2 24: 93 cut or sold outQ3 24: 78 bought or addedQ3 24: 97 cut or sold outQ3 24Q4 24: 72 bought or addedQ4 24: 93 cut or sold outQ1 25: 115 bought or addedQ1 25: 112 cut or sold outQ1 25Q2 25: 130 bought or addedQ2 25: 100 cut or sold outQ3 25: 2 bought or addedQ3 25: 227 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20238488
Q1 20249691
Q2 20249493
Q3 20247897
Q4 20247293
Q1 2025115112
Q2 2025130100
Q3 20252227

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ4 24 calls: $2.2mQ4 24 puts: $6.0mQ4 24P/C 2.78Q1 25 calls: $13.1mQ1 25 puts: $805.1kQ1 25P/C 0.06Q2 25 calls: $3.1mQ2 25 puts: $812.0kQ2 25P/C 0.26Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$2.2m$6.0m2.78
Q1 2025$13.1m$805.1k0.06
Q2 2025$3.1m$812.0k0.26
Q3 2025$0$0—

Biggest buyers

Carmignac Gestion Added +50,078+50.1k
IFP Advisors, Inc Added +8+8

Biggest sellers

BlackRock, Inc. Sold out -11,736,751-11.7m
VANGUARD GROUP INC Sold out -6,723,138-6.7m
STATE STREET CORP Sold out -5,534,627-5.5m
UBS Group AG Sold out -4,780,774-4.8m
GLAZER CAPITAL, LLC Sold out -3,792,074-3.8m
GOLDMAN SACHS GROUP INC Sold out -3,651,440-3.7m
FIL Ltd Sold out -3,108,602-3.1m
Vision One Management Partners, LP Sold out -2,472,843-2.5m
Irenic Capital Management LP Sold out -2,350,173-2.4m
Jefferies Financial Group Inc. Sold out -1,948,714-1.9m

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
STATE STREET CORP 13G · institution +2.3 pts · filed 2025-08-11 7.1% +2.3 pts 5.5m 2025-08-11

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Carmignac Gestion 0.22% of their portfolio PARIS, I0 139,896139.9k $14.9m $14.9m 0.22% Added +50.1k +50,078
2 DekaBank Deutsche Girozentrale 0.00% of their portfolio FRANKFURT, 2M 3,8773.9k $57.0k $57.0k 0.00% Unchanged
3 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 570570 $14.7k $14.7k 0.00% Reduced -845 -845
4 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 88 $205 $205 0.00% Added +8 +8