LongTRISep 2026
Trigano S.A.
The managers added to their Trigano holding during the quarter. The recreational vehicle producer is valued at only about eight times earnings. The fund explicitly identifies…
TRI
1 published idea on Trigano S.A. across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Trigano S.A.: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
The managers added to their Trigano holding during the quarter. The recreational vehicle producer is valued at only about eight times earnings. The fund explicitly identifies…