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Triumph Financial, Inc

TFIN

Triumph Financial, Inc

Triumph Financial, Inc historical holders

total: 2

Bares Capital Management Triumph Financial, Inc transactions over time

Total transactions:
5
New positions:
1
Sold out:
1
Added:
2
Reduced:
1
Held since:
2023 Q2
Held for:
6 quarters
Latest activity:
2024 Q4
Bares Capital Management has been an institutional investor in Triumph Financial, Inc (TFIN) since 2023 Q2. According to 2025 Q3 report, Bares Capital Management doesn't hold any shares. The fund/company first acquired TFIN in 2023 Q2, initially purchasing 79,166 shares. Since the initial investment, Bares Capital Management has made 4 more transactions in this position.

When did Bares Capital Management exit their TFIN position?

Bares Capital Management no longer holds Triumph Financial, Inc (TFIN). They sold off their entire position in 2024 Q4, closing out an investment that began in 2023 Q2.

When did Bares Capital Management first invest in TFIN?

Bares Capital Management first invested in Triumph Financial, Inc (TFIN) in 2023 Q2 at the reported quarter-end price of $60.72 per share, acquiring 79,166 shares in their initial purchase.

What is Bares Capital Management's average cost basis for TFIN?

Based on historical transaction data, Bares Capital Management's estimated cost basis for Triumph Financial, Inc (TFIN) is approximately $65.03 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$65.02
Weighted AVG sell price:
$79.54

TFIN transactions history by Bares Capital Management

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q4
0.00%
0
$79.54
-100% (-4,759)
-0.03%
2024 Q3
0.03%
4,759
$79.54
$378,531
-98.14% (-251,476)
-0.96%
2023 Q4
0.81%
256,235
$80.18
$20,544,922
+10.74% (+24,847)
+0.08%
2023 Q3
0.64%
231,388
$64.79
$14,991,629
+192.28% (+152,222)
+0.42%
2023 Q2
0.17%
79,166
$60.72
$4,806,960
new
+0.17%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.