In its Q2 2026 investor letter, Curreen Capital highlighted TriNet Group, Inc. (NYSE:TNET).
TriNet Group, Inc. (NYSE:TNET) is a US-based professional employer organization that provides comprehensive human capital management services for small and medium-sized businesses
On August 10, 2026, TriNet Group, Inc. (NYSE:TNET) closed at $67.35 per share, reflecting a market capitalization of $3.09 billion and a year‑to‑date gain of 13.90%. TriNet Group, Inc. (NYSE:TNET) posted a one‑month return of 18.49%, while its shares gained 4.47% over the past 52 weeks.” Curreen Capital stated the following regarding TriNet Group, Inc. (NYSE:TNET) in its Q2 2026 investor letter: “We also added to TriNet Group, Inc. (NYSE:TNET) in the second quarter, as a very inexpensive turnaround. TriNet provides health insurance, payroll, and retirement accounts to small and mid-sized businesses.
My view is that TriNet is an excellent business that has gone through a difficult period, and is now improving. The company has suffered (after first benefiting) from unexpected changes in health care costs. These first dropped during COVID, and then rose rapidly.