C.T. Fitzpatrick
Vulcan Value Partners
Vulcan Value Partners TransUnion stake
total: 273
Vulcan Value Partners TRU trades
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Vulcan Value Partners holds 2,707,249 TransUnion (TRU) shares with a market value of roughly $195.30M accounting for 5.94% of the overall portfolio. To date, the estimated cost basis is nearly $74.65 for "buy" trades and estimated average "sell" price is $72.14. Vulcan Value Partners first purchased TRU in 2025 Q4, initially acquiring about 1.06M shares. Since the initial investment in TransUnion (TRU), Vulcan Value Partners has made 2 more transactions.
When did Vulcan Value Partners buy TransUnion (TRU)?
Vulcan Value Partners first invested in TransUnion (TRU) in 2025 Q4 at the reported quarter-end price of $85.68 per share.
What's the cost basis of Vulcan Value Partners's TRU stake?
The estimated cost basis for TransUnion (TRU) stake is around $74.65 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $74.65
- Weighted AVG sell price:
- $72.14
Vulcan Value Partners's historical trades in TransUnion
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
5.94%
|
2,707,249
|
$72.14
|
$195,300,968
|
-15.59% (-500,156)
|
-0.96%
|
|
2026 Q1
|
5.88%
|
3,207,405
|
$69.19
|
$221,920,381
|
+201.85% (+2,144,821)
|
+3.93%
|
|
2025 Q4
|
1.64%
|
1,062,584
|
$85.68
|
$91,043,000
|
new
|
+1.64%
|
* 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.