Is Trimble Inc. (TRMB) A Good Stock To Buy Now?
Is TRMB a good stock to buy? We came across a bullish thesis on Trimble Inc. on Capital Blueprint’s Substack by Jin. In this article, we will summarize the bulls’ thesis on TRMB.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Generation Investment Management David Blood And Al Gore | 7,780,490 | $507,521,363 | +3% | 4.55% |
| 2. | Select Equity Group Robert Joseph Caruso | 5,605,868 | $365,670,770 | -24% | 1.87% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,541,598 | $100,558,438 | +488% | 0.05% |
| 4. | ARK Investment Management Catherine D. Wood | 1,247,925 | $81,402,148 | +23% | 0.63% |
| 5. | No Street Capital Jeff Osher | 1,125,000 | $73,383,750 | +67% | 4.89% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $46.70 | 6,000 | $280,200.00 | 81,562 | 2023-12-07 | Filing | |
| $46.42 | 4,000 | $185,664.00 | 75,562 | 2023-12-07 | Filing | |
| $64.00 | 300 | $19,200.00 | 3,682 | 2022-05-20 | Filing | |
| $64.50 | 300 | $19,350.00 | 3,382 | 2022-05-20 | Filing | |
| $62.00 | 500 | $31,000.00 | 3,082 | 2022-05-09 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $67.01 | 8,283 | $555,043.83 | 19,668 | 2026-04-16 | Filing | |
| $67.01 | 8,442 | $565,698.42 | 27,951 | 2026-04-16 | Filing | |
| $66.94 | 7,500 | $502,050.00 | 11,897 | 2026-04-14 | Filing | |
| $70.45 | 7,500 | $528,375.00 | 19,397 | 2026-03-10 | Filing | |
| $67.02 | 733 | $49,125.66 | 12,460 | 2026-02-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 653,402 | $33,441,108 | 0.07% | |
| 2. | 426,527 | $21,829,652 | 0.02% | |
| 3. | 347,691 | $17,794,825 | 0.02% | |
| 4. | 210,903 | $10,794,016 | 1.2% | |
| 5. | 122,820 | $6,285,929 | 0.29% |