TRU
TransUnion
TransUnion historical holders
total: 9
Meritage Group TransUnion transactions over time
- Total transactions:
- 10
- New positions:
- 1
- Added:
- 4
- Reduced:
- 5
- Held since:
- 2023 Q2
- Held for:
- 12 quarters
- Latest activity:
- 2026 Q1
Nathaniel Simons has been an institutional investor in TransUnion (TRU) since 2023 Q2. According to 2026 Q1 report, Nathaniel Simons holds 3,632,870 shares with a market value of roughly $251.36M representing 9.48% of their equity portfolio. The fund/company first acquired TRU in 2023 Q2, initially purchasing about 3.26M shares. Since the initial investment, Meritage Group has made 9 more transactions in this position.
Does Nathaniel Simons still hold TRU?
Yes, Nathaniel Simons continues to hold TransUnion (TRU). According to their 2026 Q1 report, they maintain a position of 3,632,870 shares valued at approximately $251.36M, representing 9.48% of their equity portfolio.
When did Nathaniel Simons first invest in TRU?
Nathaniel Simons first invested in TransUnion (TRU) in 2023 Q2 at the reported quarter-end price of $78.33 per share, acquiring 3,256,050 shares in their initial purchase.
What is Nathaniel Simons's average cost basis for TRU?
Based on historical transaction data, Nathaniel Simons's estimated cost basis for TransUnion (TRU) is approximately $78.09 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $78.09
- Weighted AVG sell price:
- $81.94
TRU transactions history by Meritage Group
10 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
9.48%
|
3,632,870
|
$69.19
|
$251,358,275
|
-31.90% (-1,701,618)
|
-3.66%
|
|
2025 Q4
|
14.23%
|
5,334,488
|
$85.75
|
$457,432,346
|
-2.44% (-133,575)
|
-0.33%
|
|
2025 Q3
|
13.08%
|
5,468,063
|
$83.78
|
$458,114,318
|
-7.61% (-450,259)
|
-1.03%
|
|
2025 Q2
|
14.27%
|
5,918,322
|
$88.00
|
$520,812,336
|
+38.33% (+1,639,949)
|
+3.95%
|
|
2024 Q3
|
10.47%
|
4,278,373
|
$104.70
|
$447,945,653
|
-17.60% (-913,601)
|
-2.43%
|
|
2024 Q2
|
9.78%
|
5,191,974
|
$74.16
|
$385,036,792
|
+0.86% (+44,464)
|
+0.08%
|
|
2024 Q1
|
9.67%
|
5,147,510
|
$79.80
|
$410,771,000
|
+2.33% (+117,086)
|
+0.22%
|
|
2023 Q4
|
7.96%
|
5,030,424
|
$68.71
|
$345,640,000
|
+56.47% (+1,815,540)
|
+2.87%
|
|
2023 Q3
|
6.31%
|
3,214,884
|
$71.79
|
$230,797,000
|
-1.26% (-41,166)
|
-0.08%
|
|
2023 Q2
|
7.11%
|
3,256,050
|
$78.33
|
$255,046,000
|
new
|
+7.11%
|
* 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.