Jeff Ubben - ValueAct Holdings
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  Trinity Industries, Inc. (TRN)
← All TRN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 0.04 $21.32–28.86 · VW $26.24i SEC
2022   Q2 90,847 0.04 $24.22 $2,200,000 SEC
2022   Q1 90,847 0.04 Reduce 97.65% 1.29 $27.32–35.35 · VW $30.14i $3,122,000 SEC
2021   Q4 3,870,847 1.32 Reduce 74.20% 3.50 $25.57–31.72 · VW $28.67i $116,900,000 SEC
2021   Q3 15,005,855 4.72 $27.17 $407,709,000 SEC
2021   Q2 15,005,855 4.82 Reduce 35.06% 2.70 $24.70–30.02 · VW $27.28i $403,507,000 SEC
2021   Q1 23,105,855 7.69 Reduce 14.44% 1.19 $26.26–33.77 · VW $29.22i $658,286,000 SEC
2020   Q4 27,005,855 8.27 $26.39 $712,685,000 SEC
2020   Q3 27,005,855 7.41 $19.50 $526,614,000 SEC
2020   Q2 27,005,855 6.58 $21.29 $574,955,000 SEC
2020   Q1 27,005,855 6.27 Add 8.50% 0.49 $14.53–24.64 · VW $19.49i $433,984,000 SEC
2019   Q4 24,889,998 5.59 Add 10.32% 0.52 $19.90–23.25 · VW $21.16i $551,313,000 SEC
2019   Q3 22,561,698 4.79 Add 3.02% 0.14 $16.03–20.54 · VW $18.78i $444,014,000 SEC
2019   Q2 21,900,000 4.74 $20.75 $454,425,000 SEC
2019   Q1 21,900,000 5.23 $21.73 $475,887,000 SEC
2018   Q4 21,900,000 5.62 Reduce 26.35% 2.03 $18.99–24.48 · VW $22.28i $450,921,000 SEC
2018   Q3 29,735,561 7.72 $26.38 $784,385,000 SEC
2018   Q2 29,735,561 6.92 $24.67 $733,435,000 SEC
2018   Q1 29,735,561 8.05 Add 15.05% 1.05 $22.29–25.73 · VW $23.65i $698,539,000 SEC
2017   Q4 25,845,612 8.20 Add 7.84% 0.60 $22.97–27.54 · VW $25.11i $697,031,000 SEC
2017   Q3 23,967,355 6.26 Add 10.73% 0.61 $19.52–25.90 · VW $22.94i $550,438,000 SEC
2017   Q2 21,644,238 4.05 $20.18 $436,780,000 SEC
2017   Q1 21,644,238 3.52 $19.11 $413,718,000 SEC
2016   Q4 21,644,238 3.62 Add 25.45% 0.73 $14.97–21.17 · VW $18.66i $432,573,000 SEC
2016   Q3 17,252,769 2.70 Add 107.02% 1.40 $14.98–18.24 · VW $16.20i $300,340,000 SEC
2016   Q2 8,334,000 1.04 Buy 1.04 $11.80–16.82 · VW $15.11i $111,420,000 SEC
Price snapshot:
Current price$36.51
52-week low$21.70
52-week high$37.36