Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2016   Q4 0 0.00 Sell 100.00% 0.02 $14.97–21.17 · VW $18.66i SEC
2016   Q3 102,897 0.02 $17.41 $1,791,000 SEC
2016   Q2 102,897 0.01 Buy 0.01 $11.80–16.82 · VW $15.11i $1,376,000 SEC
2015   Q2 0 0.00 Sell 100.00% 0.24 $17.37–22.89 · VW $20.44i SEC
2015   Q1 1,120,229 0.24 Reduce 12.02% 0.03 $18.72–26.75 · VW $21.66i $28,639,000 SEC
2014   Q4 1,273,296 0.21 Reduce 0.94% <0.01 $17.57–26.54 · VW $21.06i $25,677,000 SEC
2014   Q3 1,285,381 0.37 Reduce 1.44% <0.01 $22.06–36.55 · VW $28.11i $43,235,000 SEC
2014   Q2 1,304,132 0.34 Reduce 21.38% 0.08 $26.29–34.43 · VW $30.71i $41,049,000 SEC
2014   Q1 1,658,883 0.39 Reduce 0.25% <0.01 $19.75–27.72 · VW $24.83i $43,037,000 SEC
2013   Q4 1,663,050 0.32 Reduce 9.93% 0.03 $17.55–21.81 · VW $20.11i $32,638,000 SEC
2013   Q3 1,846,398 0.32 Reduce 16.88% 0.06 $13.67–18.36 · VW $16.75i $30,142,000 SEC
2013   Q2 2,221,289 0.34 Reduce 1.00% <0.01 $12.44–15.81 · VW $14.14i $30,736,000 SEC
2013   Q1 2,243,791 0.41 Reduce 74.22% 1.05 $14.09–16.44 · VW $15.24i $36,613,000 SEC
2012   Q4 8,702,502 1.41 Reduce 21.66% 0.33 $10.32–14.60 · VW $13.07i $112,211,000 SEC
2012   Q3 11,108,605 1.53 Reduce 1.59% 0.02 $9.86–12.35 · VW $11.16i $119,843,000 SEC
2012   Q2 11,287,786 1.33 $8.99 $101,500,000 SEC
2012   Q1 11,287,786 1.91 Reduce 16.44% 0.37 $10.38–12.99 · VW $11.34i $133,885,000 SEC
2011   Q4 13,508,242 2.26 $10.82 $146,169,000 SEC
2011   Q3 13,508,242 1.89 Reduce 12.25% 0.39 $6.88–11.05 · VW $9.25i $104,107,000 SEC
2011   Q2 15,394,504 3.20 Reduce 4.56% 0.22 $10.48–13.44 · VW $11.55i $193,291,000 SEC
2011   Q1 16,129,346 4.80 Reduce 4.80% 0.21 $10.15–13.73 · VW $12.31i $212,910,000 SEC
2010   Q4 16,943,022 4.34 Reduce 1.60% 0.07 $8.05–10.49 · VW $9.53i $162,294,000 SEC
2010   Q3 17,217,766 4.38 Add 4.99% 0.21 $5.80–9.00 · VW $7.66i $138,027,000 SEC
2010   Q2 16,399,090 4.18 Reduce 1.23% 0.05 $6.12–9.19 · VW $7.55i $104,605,000 SEC
2010   Q1 16,603,828 4.18 Add 7.22% 0.28 $5.38–9.75 · VW $8.03i $119,299,000 SEC
2009   Q4 15,485,683 2.90 $6.28 $97,217,000 SEC
2009   Q3 15,485,683 3.22 $6.19 $95,824,000 SEC
2009   Q2 15,485,683 3.07 Add 0.49% 0.02 $4.19–6.29 · VW $5.17i $75,924,000 SEC
2009   Q1 15,410,261 2.53 Reduce 0.08% <0.01 $2.29–5.67 · VW $4.41i $50,703,000 SEC
2008   Q4 15,423,178 3.92 Add 11.01% 0.39 $3.36–7.18 · VW $4.90i $87,498,000 SEC
2008   Q3 13,892,917 4.31 $9.26 $128,678,000 SEC
2008   Q2 13,892,917 5.13 Reduce 2.04% 0.08 $10.69–14.81 · VW $13.02i $173,487,000 SEC
2008   Q1 14,181,968 3.99 Add 1.08% 0.04 $8.61–11.63 · VW $10.39i $136,051,000 SEC
2007   Q4 14,031,122 3.91 Reduce 0.17% <0.01 $7.89–12.62 · VW $10.24i $140,210,000 SEC
2007   Q3 14,055,430 4.88 $13.51 $189,936,000 SEC
2007   Q2 14,055,430 5.05 Reduce 2.05% 0.10 $13.72–17.89 · VW $15.12i $220,292,000 SEC
2007   Q1 14,349,065 5.04 Reduce 2.86% 0.13 $13.82–17.43 · VW $15.98i $216,527,000 SEC
2006   Q4 14,772,154 4.41 $12.67 $187,177,000 SEC
Price snapshot:
Current price$36.51
52-week low$21.70
52-week high$37.36