Triple Frond Partners LLC: TRANSUNION (TRU): Quarterly 13F Position History
As of Q1 2026, Triple Frond Partners LLC reported 817,828 shares of TRANSUNION (TRU), worth $56.6M and representing 5.9% of its 13F equity book. Quarter-over-quarter share count change: + 266,675 (+48.4%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 817,828Shares Held (Latest Filing)
- $56.6MReported Market Value (Latest Filing)
- 5.9%Portfolio Weight (% of 13F Equity Book)
- +266,675Quarter-over-Quarter Share Change
- +$9.3MQuarter-over-Quarter Value Change
- 817,828Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 817,828 | +266,675 | +48.4% | $56.6M | 5.9% | $69.2 |
| Q4 2025 | 551,153 | +120,683 | +28.0% | $47.3M | 4.9% | $85.7 |
| Q3 2025 | 430,470 | — | — | $36.1M | 3.9% | $83.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Triple Frond Partners LLC first disclose a TRU position in 13F-HR filings?
Triple Frond Partners LLC first reported TRANSUNION (TRU) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Triple Frond Partners LLC's most recent quarter-over-quarter share-count change in TRU?
Between Q4 2025 and Q1 2026, Triple Frond Partners LLC added 266,675 shares of TRU (+48.4%), bringing the total reported position to 817,828 shares at a market value of $56.6M.
Does the implied price-per-share represent Triple Frond Partners LLC's cost basis in TRU?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.