Trinity Street Asset Management LLP

Portfolio Overview

Trinity Street Asset Management LLP has reported a significant transformation in its 13F filing for the period ending December 31, 2025. The firm experienced a massive expansion in assets under management (AUM), with the total portfolio value surging by 210.5%, rising from $512.54 million to $1.59 billion. This growth is accompanied by a strategic shift in portfolio construction, evidenced by the addition of 15 new positions and the complete exit from 1 holding...