ValueAct Holdings GP, LLC is Director & 10% Owner at TRINITY INDUSTRIES INC (TRN). They have made 36 open-market trades across 17 companies since 2008, most recently 2025-05-26.
CIK 0001418813
18 open-market purchases totalling $384.8M since 2009, against 18 sales. Across 18 scored buys the stock is up 2.1% at ninety days, and 0.9 points ahead of the S&P over the same stretch.
18 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 44% | 78% | 72% |
| Avg Move | -3.1% | +2.1% | +2.1% |
| Alpha | -0.4% | +1.3% | +0.9% |
| Scored | 18 | 18 | 18 |
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 61% | 53% | 41% |
| Avg Move | -2.8% | -0.1% | +3.6% |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| NSIT | BUY | 2022-08-15 | 2022-08-17 | $94.06 | $9.7M | -3.0% | -11.3% | +5.8% |
| LKQ | SELL | 2022-05-17 | 2022-05-19 | $50.35 | $251.8M | +1.1% | -4.4% | +12.9% |
| NSIT | BUY | 2022-02-24 | 2022-02-28 | $102.93 | $14.0M | +1.2% | +3.0% | -5.0% |
| TRN | SELL | 2021-11-08 | 2021-11-10 | $29.10 | $68.7M | +3.4% | +0.3% | +6.2% |
| TRN | SELL | 2021-03-01 | 2021-03-03 | $31.85 | $124.2M | -5.9% | -5.5% | -7.6% |
| TRN | BUY | 2020-01-22 | 2020-01-24 | $20.65 | $11.5M | +6.7% | +7.6% | -20.0% |
| TRN | BUY | 2019-10-30 | 2019-11-01 | $19.95 | $32.9M | -0.2% | -2.2% | -0.9% |
| AES | BUY | 2019-05-09 | 2019-05-13 | $16.10 | $41.6M | +2.8% | +2.6% | -6.8% |
| ACA | SELL | 2019-03-12 | 2019-03-14 | $33.02 | $92.1M | -9.5% | -5.0% | +11.3% |
| TRN | BUY | 2018-12-13 | 2018-12-17 | $21.92 | $2.6M | -2.9% | +2.7% | +7.9% |
| TRN | BUY | 2018-12-06 | 2018-12-10 | $21.92 | $9.0M | -11.3% | -4.7% | -1.6% |
| AWI | SELL | 2018-08-31 | 2018-09-05 | $70.03 | $7.0M | -0.1% | -2.5% | -8.8% |
| TRN | BUY | 2018-03-20 | 2018-03-22 | $32.63 | $14.6M | +0.7% | -1.4% | +4.9% |
| CBG | SELL | 2018-03-01 | 2018-03-02 | $45.78 | $228.9M | +3.0% | N/A | N/A |
| CBG | SELL | 2017-11-22 | 2017-11-27 | $42.60 | $36.0M | +2.8% | +2.7% | +9.4% |
| TRN | BUY | 2017-11-07 | 2017-11-09 | $31.98 | $1.2M | +4.6% | +10.8% | +0.5% |
| WLTW | SELL | 2017-10-06 | 2017-10-10 | $156.05 | $2.5M | +4.5% | +3.6% | -2.9% |
| TRN | BUY | 2017-08-15 | 2017-08-17 | $28.48 | $11.5M | +1.9% | +5.4% | +16.7% |
| ADS | BUY | 2017-01-26 | 2017-01-30 | $218.56 | $12.5M | +0.6% | +9.0% | +11.5% |
| ADS | BUY | 2017-01-23 | 2017-01-25 | $228.35 | $48.0M | +2.9% | +11.3% | +19.6% |
| MSCI | SELL | 2016-06-06 | 2016-06-08 | $77.52 | $17.4M | -4.1% | +2.2% | +14.0% |
| MSCI | SELL | 2016-06-01 | 2016-06-03 | $76.36 | $274.9M | -3.4% | -0.2% | +16.1% |
| MSCI | SELL | 2016-03-03 | 2016-03-07 | $69.41 | $156.4M | +0.8% | +7.5% | +11.0% |
| MSI | SELL | 2016-02-29 | 2016-03-02 | $70.39 | $466.3M | +0.9% | +6.9% | -2.7% |
| ADBE | SELL | 2016-01-29 | 2016-02-02 | $89.01 | $32.9M | -13.8% | -1.9% | +6.7% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| WLTW | 2,971,890 | $688.2M |
| FI | 7,548,841 | $481.6M |
| ACXM | 9,632,176 | $467.0M |
| NSIT | 2,861,739 | $459.9M |
| IT | 1,967,802 | $404.0M |
| ADS | 5,877,400 | $333.8M |
| LKQ | 12,552,751 | $279.0M |
| TRN | 3,870,847 | $97.6M |
| AES | 4,146,500 | $62.0M |
| STX | 5,847 | $3.7M |
| VRX | 21,612 | $506K |
| MSFT | 952 | $504K |
| CBRE | 2,919 | $388K |
| BHC | 21,046 | $132K |
| KAR | 3,168 | $98K |
| UFI | 610 | $3K |
| AFI | 9,071 | $3K |
| Total | $19.8B |
Shares reported on the most recent Form 4, priced at the 2025-05-27 close.
| Scored | 18 | 17 | 17 |