Vulcan Value Partners, LLC: TRANSUNION (TRU): Quarterly 13F Position History
As of Q1 2026, Vulcan Value Partners, LLC reported 3,207,405 shares of TRANSUNION (TRU), worth $221.9M and representing 5.9% of its 13F equity book. Quarter-over-quarter share count change: + 2,144,821 (+201.8%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 3,207,405Shares Held (Latest Filing)
- $221.9MReported Market Value (Latest Filing)
- 5.9%Portfolio Weight (% of 13F Equity Book)
- +2,144,821Quarter-over-Quarter Share Change
- +$130.9MQuarter-over-Quarter Value Change
- 3,207,405Peak Reported Shares (Historical)
Recent initiation: Vulcan Value Partners, LLC first reported TRU on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,207,405 | +2,144,821 | +201.8% | $221.9M | 5.9% | $69.2 |
| Q4 2025 | 1,062,584 | — | — | $91.0M | 1.7% | $85.7 |
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 Vulcan Value Partners, LLC first disclose a TRU position in 13F-HR filings?
Vulcan Value Partners, LLC first reported TRANSUNION (TRU) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Vulcan Value Partners, LLC's most recent quarter-over-quarter share-count change in TRU?
Between Q4 2025 and Q1 2026, Vulcan Value Partners, LLC added 2,144,821 shares of TRU (+201.8%), bringing the total reported position to 3,207,405 shares at a market value of $221.9M.
Does the implied price-per-share represent Vulcan Value 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.