Letters by company
Trinet Group, INC.
2 letters discussing TNET. Everything written about it on this site is on its ticker page.
- Curreen Capital Quarterly Letter, April–June 2026 Curreen Capital bought Optimum Communications ahead of its tender offer, expecting Patrick Drahi to consolidate control before restructuring negotiations. It rotated from Solventum, Kontoor, Truecaller and Pluxee into Green Dot and TriNet, then exited Green Dot when the CommerceOne merger timetable became less certain. April–June 2026 GDOT $695MOPTU $250MTNET $3.1B
- Royce Investment Partners Royce SMid-Cap Total Return Fund Manager Commentary Royce SMid-Cap Total Return Fund credits Kulicke & Soffa, Advance Auto Parts, Element Solutions, FTAI Aviation and Andersen Group while discussing Kyndryl’s weakened execution and disclosure problems. The portfolio remains focused on profitable, cash-generative businesses outside the AI trade and expects market breadth to favor disciplined value selection. Year-to-date period ended 6/30/26 AAP $2.5BAGO $3.1BANDG $1.1B
