TRU position history
The shares of Transunion (TRU) that Meritage Group LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q2: 3,256,050 shares, $255M, 7.1% of portfolio, New
- 2023 Q3: 3,214,884 shares, $231M, 5.5% of portfolio, Reduce −1.3%
- 2023 Q4: 5,030,424 shares, $346M, 8.0% of portfolio, Add +56.5%
- 2024 Q1: 5,147,510 shares, $411M, 9.7% of portfolio, Add +2.3%
- 2024 Q2: 5,191,974 shares, $385M, 9.8% of portfolio, Add +0.9%
- 2024 Q3: 4,278,373 shares, $448M, 10.5% of portfolio, Reduce −17.6%
- 2024 Q4: 4,278,373 shares, $397M, 9.5% of portfolio
- 2025 Q1: 4,278,373 shares, $355M, 9.8% of portfolio
- 2025 Q2: 5,918,322 shares, $521M, 14.3% of portfolio, Add +38.3%
- 2025 Q3: 5,468,063 shares, $458M, 13.1% of portfolio, Reduce −7.6%
- 2025 Q4: 5,334,488 shares, $457M, 14.2% of portfolio, Reduce −2.4%
- 2026 Q1: 3,632,870 shares, $251M, 9.5% of portfolio, Reduce −31.9%
- 2026 Q2: 3,656,097 shares, $264M, 10.2% of portfolio, Add +0.6%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|