Trium Capital as of Dec. 31, 2023
Portfolio Holdings for Trium Capital
Trium Capital holds 66 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Dish Network Corporation Note 2.375% 3/1 | 42.4 | $525M | 5.3M | 99.00 | |
Palo Alto Networks Note 0.375% 6/0 | 38.3 | $474M | 1.6M | 296.44 | |
Rivian Auto Com Cl A | 5.0 | $62M | 500k | 122.94 | |
Kraneshares Tr Csi Chi Internet (KWEB) | 1.1 | $14M | 516k | 27.00 | |
Chico's FAS | 0.9 | $11M | 1.4M | 7.58 | |
Abbott Laboratories (ABT) | 0.8 | $10M | 91k | 110.06 | |
Ishares Tr China Lg-cap Etf (FXI) | 0.7 | $8.9M | 369k | 24.03 | |
Otis Worldwide Corp (OTIS) | 0.7 | $8.5M | 95k | 89.47 | |
UnitedHealth (UNH) | 0.6 | $7.0M | 13k | 526.46 | |
Gra (GGG) | 0.6 | $6.9M | 80k | 86.76 | |
Stryker Corporation (SYK) | 0.5 | $6.6M | 22k | 299.46 | |
Mastercard Incorporated Cl A (MA) | 0.5 | $6.5M | 15k | 426.50 | |
Ansys (ANSS) | 0.5 | $6.5M | 18k | 362.87 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $6.2M | 18k | 350.88 | |
Cme (CME) | 0.5 | $6.2M | 29k | 210.59 | |
Ecolab (ECL) | 0.5 | $6.0M | 30k | 198.33 | |
Moody's Corporation (MCO) | 0.5 | $5.8M | 15k | 390.53 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $5.3M | 8.9k | 596.57 | |
Lowe's Companies (LOW) | 0.4 | $4.5M | 20k | 222.53 | |
Veralto Corp Com Shs (VLTO) | 0.4 | $4.5M | 54k | 82.25 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $4.1M | 8.3k | 489.94 | |
Cognizant Tech Solutio Cl A (CTSH) | 0.3 | $3.9M | 52k | 75.52 | |
Rollins (ROL) | 0.3 | $3.9M | 89k | 43.67 | |
Vaneck Etf Trust Vaneck Vietnam (VNM) | 0.3 | $3.9M | 300k | 12.91 | |
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.3 | $3.4M | 1.5M | 2.32 | |
Xylem (XYL) | 0.3 | $3.3M | 29k | 114.34 | |
Visa Com Cl A (V) | 0.2 | $3.1M | 12k | 260.35 | |
Nike CL B (NKE) | 0.2 | $2.6M | 24k | 108.58 | |
Live Nation Entertainment (LYV) | 0.2 | $2.4M | 26k | 93.60 | |
Shopify Cl A (SHOP) | 0.2 | $2.2M | 29k | 77.91 | |
Transportador Gas Sur Sponsored Ads B (TGS) | 0.2 | $2.0M | 135k | 15.09 | |
Ishares Msci Thailnd Etf (THD) | 0.1 | $1.8M | 29k | 63.85 | |
Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.1 | $1.7M | 97k | 17.19 | |
California Res Corp Com Stock (CRC) | 0.1 | $1.6M | 29k | 54.66 | |
Estee Lauder Companies-cl A Cl A (EL) | 0.1 | $1.3M | 9.0k | 146.19 | |
Central Puerto S A Sponsored Adr (CEPU) | 0.1 | $1.1M | 126k | 9.10 | |
Republic Services (RSG) | 0.1 | $1.1M | 6.7k | 164.91 | |
Trane Technologies SHS (TT) | 0.1 | $1.1M | 4.5k | 243.96 | |
Nextera Energy (NEE) | 0.1 | $860k | 14k | 60.77 | |
Linde SHS (LIN) | 0.1 | $847k | 2.1k | 410.77 | |
Pampa Energia Sa Spons Adr Lvl I (PAM) | 0.1 | $700k | 14k | 49.55 | |
Core & Main Inc-class A Cl A (CNM) | 0.1 | $692k | 17k | 40.42 | |
First Solar (FSLR) | 0.1 | $688k | 4.0k | 172.34 | |
Waste Management (WM) | 0.1 | $643k | 3.6k | 179.21 | |
Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $626k | 41k | 15.23 | |
Owens Corning (OC) | 0.0 | $564k | 3.8k | 148.30 | |
Waste Connections (WCN) | 0.0 | $505k | 3.4k | 149.85 | |
Darling International (DAR) | 0.0 | $458k | 9.2k | 49.83 | |
American Water Works (AWK) | 0.0 | $392k | 3.0k | 131.85 | |
Acuity Brands (AYI) | 0.0 | $381k | 1.9k | 204.84 | |
Bluerock Homes Trust Com Cl A (BHM) | 0.0 | $331k | 24k | 13.99 | |
Deere & Company (DE) | 0.0 | $327k | 818.00 | 399.76 | |
Cnh Industrial Nv SHS (CNH) | 0.0 | $322k | 26k | 12.18 | |
Wabtec Corporation (WAB) | 0.0 | $265k | 2.1k | 126.98 | |
Advanced Drain Sys Inc Del (WMS) | 0.0 | $259k | 1.8k | 140.46 | |
Array Technologies Com Shs (ARRY) | 0.0 | $219k | 13k | 16.80 | |
Fluence Energy Com Cl A (FLNC) | 0.0 | $171k | 7.2k | 23.83 | |
Cadeler A S Spon Adr (CDLR) | 0.0 | $121k | 6.6k | 18.47 | |
Sirius Xm Holdings Call Option (SIRI) | 0.0 | $66k | 12k | 5.45 | |
Sharkninja Com Shs (SN) | 0.0 | $51k | 1.0k | 51.00 | |
Golden Ocean Group Shs New (GOGL) | 0.0 | $1.0k | 100.00 | 10.00 | |
Sibanye-stillwater Sponsored Adr (SBSW) | 0.0 | $1.0k | 100.00 | 10.00 | |
Companhia Paranaense De Ener Spon Ads (ELP) | 0.0 | $1.0k | 100.00 | 10.00 | |
Encore Wire Corporation (WIRE) | 0.0 | $999.999700 | 7.00 | 142.86 | |
Ellington Financial Inc ellington financ (EFC) | 0.0 | $999.999000 | 77.00 | 12.99 | |
Companhia Paranaense De Ener Sponsored Ads (ELPC) | 0.0 | $0 | 25.00 | 0.00 |