Curreen Capital: TriNet (TNET) is a “Crazy-Cheap” Turnaround
Investment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Point72 Asset Management Steve Cohen | 826,534 | $40,905,168 | +44% | 0.05% |
| 2. | AQR Capital Management Cliff Asness | 605,810 | $29,981,513 | +107% | 0.01% |
| 3. | D E Shaw D. E. Shaw | 477,055 | $23,609,452 | +17% | 0.01% |
| 4. | GLG Partners Noam Gottesman | 277,903 | $13,753,419 | -33% | 0.02% |
| 5. | Algert Coldiron Investors Peter Algert And Kevin Coldiron | 194,450 | $9,623,330 | +2639% | 0.11% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.70 | 5,000 | $188,500.00 | 9,565 | 2026-03-04 | Filing | |
| $73.59 | 13,500 | $993,435.30 | 53,835 | 2025-02-28 | Filing | |
| $80.16 | 600 | $48,096.00 | 5,934 | 2022-05-13 | Filing | |
| $78.98 | 600 | $47,388.00 | 3,235 | 2021-05-04 | Filing | |
| $48.42 | 2,000 | $96,840.00 | 3,758,947 | 2020-03-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $69.70 | 2,400 | $167,280.00 | 40,175 | 2026-08-27 | Filing | |
| $68.53 | 775 | $53,110.75 | 53,212 | 2026-08-20 | Filing | |
| $69.80 | 1,068 | $74,546.40 | 65,506 | 2026-08-19 | Filing | |
| $68.71 | 5,773 | $396,666.87 | 86,449 | 2026-08-04 | Filing | |
| $43.46 | 933 | $40,548.18 | 67,678 | 2026-05-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 35,205 | $2,201,721 | 0.05% | |
| 2. | 33,263 | $2,080,265 | 0.08% | |
| 3. | 27,041 | $1,797,956 | 0% | |
| 4. | 28,364 | $1,773,874 | 0.21% | |
| 5. | 16,466 | $1,029,784 | 0.58% |