What smart money is saying about Trulieve Cannabis Corp.
TRUL
No fund has written a full thesis on Trulieve Cannabis Corp. in our archive, but 1 fund letter reports a position in it, most recently Pender Corporate Bond Fund in October 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Trulieve Cannabis Corp. on record in the archive was reported in Q4 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- October 2026
“High coupon issues with deep credit support could keep on delivering: For a lot of Fund holdings, we do not even require a catalyst or a change in the markets. In our view, we just need lines that have little effective credit risk to keep on delivering. Thus, our 12% yielding position in Rivian’s $1.25 billion first lien bonds just needs to keep existing, supported as it is by $17 billion of market capitalization which includes $5 billion in cash. Similarly, our Trulieve Cannabis Corp. (TRUL) 10.5% 1L notes just need to keep delivering from a starting point of being fully cash covered and enjoying cash earnings coverage of interest expenses, which currently exceeds five times.”
Trulieve Cannabis Corp.
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