Trinity Industries
About: Trinity Industries Inc. sells and leases railroad products and railcar maintenance services in North America. The company operates under the name TrinityRail in three main segments: railcar leasing and management services, which owns railcars and provides fleet management and administration services; rail products, which builds, sells, and modifies freight and tank railcars and their components; and all other, which sells highway products such as guardrail and other highway barriers. Customers include railroads, leasing companies, and shipping companies in the industries of agriculture, construction, consumer products, energy, and chemicals.
Employees: 9,480
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
44% more call options, than puts
Call options by funds: $7.93M | Put options by funds: $5.53M
9% more capital invested
Capital invested by funds: $1.92B [Q1] → $2.1B (+$176M) [Q2]
9% more funds holding
Funds holding: 258 [Q1] → 281 (+23) [Q2]
1.27% more ownership
Funds ownership: 84.34% [Q1] → 85.61% (+1.27%) [Q2]
5% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 91
Research analyst outlook
We haven’t received any recent analyst ratings for TRN.