IGM
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Incline Global Management’s TransUnion TRU Stock Holding History

Incline Global Management’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
-185,494
Closed -$15.5M – 40
2025
Q3 		$15.5M Buy
185,494
+59,311
+47% +$5.38M 4.61% 5
2025
Q2 		$11.1M Buy
126,183
+34,780
+38% +$2.9M 4.37% 11
2025
Q1 		$7.59M Buy
91,403
+7,611
+9% +$695K 4.68% 9
2024
Q4 		$7.77M Sell
83,792
-7,925
-9% -$803K 5.89% 12
2024
Q3 		$9.6M Sell
91,717
-56,028
-38% -$5.05M 4.27% 15
2024
Q2 		$11M Sell
147,745
-42,475
-22% -$3.17M 4.52% 4
2024
Q1 		$15.2M Sell
190,220
-8,194
-4% -$600K 4.82% 6
2023
Q4 		$13.6M Buy
198,414
+92,741
+88% +$5.65M 4.3% 15
2023
Q3 		$7.59M Buy
105,673
+2,293
+2% +$180K 2.44% 20
2023
Q2 		$8.1M Buy
103,380
+22,542
+28% +$1.56M 2.26% 20
2023
Q1 		$5.02M Buy
80,838
+48,647
+151% +$3.18M 1.44% 20
2022
Q4 		$1.83M Sell
32,191
-309,362
-91% -$18.1M 0.67% 19
2022
Q3 		$20.3M Buy
341,553
+113,517
+50% +$8.73M 5.67% 10
2022
Q2 		$18.2M Buy
228,036
+5,482
+2% +$472K 5.21% 10
2022
Q1 		$23M Sell
222,554
-86,247
-28% -$8.75M 4.42% 15
2021
Q4 		$36.6M Buy
308,801
+8,131
+3% +$932K 7.72% 8
2021
Q3 		$33.8M Sell
300,670
-119,700
-28% -$14.1M 4.76% 16
2021
Q2 		$46.2M Sell
420,370
-37,588
-8% -$3.92M 5.18% 12
2021
Q1 		$41.2M Buy
457,958
+281,811
+160% +$25.4M 8.33% 2
2020
Q4 		$17.5M Sell
176,147
-230,765
-57% -$21.1M 3.21% 15
2020
Q3 		$34.2M Buy
+406,912
New +$35.1M 6.53% 6

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Incline Global Management's TRU Position: Q4 2025 in Review

Incline Global Management sold out of TransUnion (TRU) in Q4 2025, closing a stake of 185,494 shares — an estimated $15.5M sold.

Incline Global Management first reported a position in TRU in Q3 2020 and held it in 21 quarters. The position peaked at $46.2M in Q2 2021. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • Incline Global Management reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • Incline Global Management sold 185,494 TransUnion shares in Q4 2025, an estimated $15.5M.
  • Incline Global Management first reported a position in TransUnion in Q3 2020 and held it in 21 quarters.
  • Incline Global Management's TransUnion position peaked at $46.2M in Q2 2021.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Incline Global Management's 13F filing for Q4 2025, filed 17 Feb 2026.