Crow's Nest Holdings’s TransUnion TRU Stock Holding History

Crow's Nest Holdings’s Portfolio TRU Stock Details TRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-357,250	Closed	-$29.9M	–	10
2025 Q3	$29.9M	Sell	357,250 -26,750	-7%	-$2.43M	6.23%	8
2025 Q2	$33.8M	Buy	384,000 +18,000	+5%	+$1.5M	7.45%	7
2025 Q1	$30.4M	Sell	366,000 -54,000	-13%	-$4.93M	7.51%	6
2024 Q4	$38.9M	Buy	420,000 +20,000	+5%	+$2.03M	8.22%	6
2024 Q3	$41.9M	Buy	+400,000	New	+$36.1M	7.73%	7

Other funds holding TRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Crow's Nest Holdings's TRU Position: Q4 2025 in Review

Crow's Nest Holdings sold out of TransUnion (TRU) in Q4 2025, closing a stake of 357,250 shares — an estimated $29.9M sold.

Crow's Nest Holdings first reported a position in TRU in Q3 2024 and held it in 5 quarters. The position peaked at $41.9M in Q3 2024. 586 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

Crow's Nest Holdings reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
Crow's Nest Holdings sold 357,250 TransUnion shares in Q4 2025, an estimated $29.9M.
Crow's Nest Holdings first reported a position in TransUnion in Q3 2024 and held it in 5 quarters.
Crow's Nest Holdings's TransUnion position peaked at $41.9M in Q3 2024.
586 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Crow's Nest Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.