TransUnion (TRU): Vulcan Value Partners Journey from Observation to Investment
Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Transunion (TRU)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Farallon Capital Thomas Steyer | 4,732,075 | $396,453,244 | -13% | 1.62% |
| 2. | XN Exponent Advisors Gaurav Kapadia | 2,446,657 | $204,980,923 | -4% | 6.03% |
| 3. | Theleme Partners Patrick Degorce | 2,230,882 | $186,903,294 | +6% | 11.95% |
| 4. | Point72 Asset Management Steve Cohen | 1,562,114 | $130,873,911 | +811% | 0.22% |
| 5. | Egerton Capital Limited John Armitage | 1,465,050 | $122,741,889 | 1.29% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $57.46 | 1,800 | $103,420.98 | 19,071 | 2023-11-17 | Filing | |
| $42.79 | 850 | $36,372.01 | 7,781 | 2023-10-30 | Filing | |
| $44.09 | 1,500 | $66,135.00 | 6,931 | 2023-10-30 | Filing | |
| $79.42 | 25,000 | $1,985,450.00 | 226,410 | 2022-08-04 | Filing | |
| $90.35 | 277 | $25,026.95 | 12,465 | 2022-02-25 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $85.71 | 500 | $42,855.00 | 32,225 | 2026-01-02 | Filing | |
| $85.71 | 1,000 | $85,710.00 | 61,592 | 2026-01-02 | Filing | |
| $86.00 | 4,318 | $371,348.00 | 50,427 | 2025-12-17 | Filing | |
| $81.07 | 500 | $40,535.00 | 32,652 | 2025-12-10 | Filing | |
| $84.04 | 1,000 | $84,040.00 | 62,592 | 2025-12-01 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,540,471 | $1,332,595,389 | 0.43% | |
| 2. | 3,602,070 | $308,877,499 | 0.66% | |
| 3. | 421,459 | $36,140,109 | 0.02% | |
| 4. | 347,872 | $29,830,024 | 0.1% | |
| 5. | 286,180 | $24,539,928 | 0.05% |
News See All
TransUnion (NYSE:TRU) Q3 2025 Earnings Call Transcript
Operator: Good day and welcome to the TransUnion's Third Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.
TransUnion (NYSE:TRU) Q2 2025 Earnings Call Transcript
Operator: Good day, and welcome to TransUnion's Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.
TransUnion (TRU): A Bull Case Theory
We came across a bullish thesis on TransUnion on Valueinvestorsclub.com by sirisaiah623. In this article, we will summarize the bulls’ thesis on TRU.
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TransUnion (NYSE:TRU) Q1 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the TransUnion 2025 First Quarter Earnings Conference Call. All participants will be in listen-only mode.
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