Triple Frond Partners TRU trades
Stuart Mclaughlin
Triple Frond Partners TransUnion stake
total: 43
Trades details
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 2
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Triple Frond Partners holds 817,828 TransUnion (TRU) shares with a market value of roughly $59.00M accounting for 5.27% of the overall portfolio. To date, the estimated cost basis is nearly $79.31 for "buy" trades. Triple Frond Partners first purchased TRU in 2025 Q3, initially acquiring 430,470 shares. Since the initial investment in TransUnion (TRU), Triple Frond Partners has made 2 more transactions.
When did Triple Frond Partners buy TransUnion (TRU)?
Triple Frond Partners first invested in TransUnion (TRU) in 2025 Q3 at the reported quarter-end price of $83.78 per share.
What's the cost basis of Triple Frond Partners's TRU stake?
The estimated cost basis for TransUnion (TRU) stake is around $79.31 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $79.31
Triple Frond Partners's historical trades in TransUnion
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
5.88%
|
817,828
|
$69.19
|
$56,586,000
|
+48.38% (+266,675)
|
+1.92%
|
|
2025 Q4
|
4.91%
|
551,153
|
$85.75
|
$47,261,000
|
+28.04% (+120,683)
|
+1.08%
|
|
2025 Q3
|
3.93%
|
430,470
|
$83.78
|
$36,065,000
|
new
|
+3.93%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.