Trinity Street Asset Management LLP has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details a portfolio consisting of 24 individual stock positions held by the firm.
The largest holding disclosed in the filing is CNH Industrial N.V., for which the firm holds 2,819,082 shares. Other significant positions include Infosys Ltd. Sponsored ADR, with 12,781,846 shares, and HDFC Bank Ltd. Sponsored ADS, with 6,500,900 shares. Smaller positions include Equifax Inc. with 167,461 shares and D.R. Horton Inc. with 147,417 shares.
- Advanced Micro Devices Inc.: 43,100 shares
- Alphabet Inc. Class A: 136,539 shares
- Amazon.com Inc.: 144,296 shares
- Cigna Corp. New: 69,711 shares
- Clean Harbors Inc.: 92,837 shares
- Cognizant Technology Solutions Class A: 15,050 shares
- Cohere Corp.: 92,375 shares
- Equifax Inc.: 167,461 shares
- HDFC Bank Ltd. Sponsored ADS: 6,500,900 shares
- Icon PLC: 1,487,375 shares
- Infosys Ltd. Sponsored ADR: 12,781,846 shares
- Interactive Brokers Group Inc. Class A: 350,499 shares
- KB Financial Group Inc. Sponsored ADR: 144,483 shares
- Microsoft Corp.: 88,192 shares
- Northrop Grumman Corp.: 42,457 shares
- Nucor Corp.: 145,790 shares
- Qualcomm Inc.: 109,666 shares
- Ryanair Holdings PLC Sponsored ADS: 3,731,349 shares
- Smurfit Westrock PLC: 5,886,975 shares
- StandardAero Inc.: 931,627 shares
- Taiwan Semiconductor Manufacturing Ltd. Sponsored ADS: 855,571 shares
- Uber Technologies Inc.: 375,189 shares
The report lists N. Craig Thompson as the partner responsible for the filing, dated October 16, 2026.
