Q1 2026 · 13F-HR
Triveni Capital Investments LPholdings as filed
Filed 2026-05-15 · accession 0001214659-26-006430
The Brief · Triveni Capital Investments LP · Q1 2026
AI · grounded in 13F
Triveni Capital Investments LP exited its position in EFX, reducing its exposure by $8.9M. The fund also closed positions in BAC and FICO, which decreased its holdings by $8.5M and $8.3M respectively. Offsetting these sells, the fund established a new position in JPM worth $7.2M and added RKT with a $1.9M investment. Additionally, the fund increased its share counts in IBN by 32.5% and HBAN by 28.4%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45104G104 | IBN | ICICI BANK LIMITED | $13.9M | 13.8% | 537,149 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $10.9M | 10.7% | 59,480 | Common | SOLE |
| 759351604 | RGA | REINSURANCE GROUP AMER INC | $8.6M | 8.55% | 42,275 | Common | SOLE |
| 92826C839 | V | VISA INC | $8.4M | 8.35% | 27,886 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $7.9M | 7.83% | 85,491 | Common | SOLE |
| G98239109 | XP | XP INC | $7.8M | 7.77% | 411,964 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $7.2M | 7.10% | 24,365 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $6.7M | 6.63% | 15,728 | Common | SOLE |
| 320517105 | FHN | FIRST HORIZON CORPORATION | $6.5M | 6.42% | 284,813 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $6.5M | 6.42% | 12,015 | Common | SOLE |
| 446150104 | HBAN | HUNTINGTON BANCSHARES INC | $6.4M | 6.34% | 409,048 | Common | SOLE |
| 902788108 | UMBF | UMB FINL CORP | $5.7M | 5.69% | 50,932 | Common | SOLE |
| 526057104 | LEN | LENNAR CORP | $2.5M | 2.44% | 28,391 | Common | SOLE |
| 77311W101 | RKT | ROCKET COS INC | $1.9M | 1.92% | 136,208 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.