Palestra Capital Management’s TransUnion TRU Stock Holding History

Palestra Capital 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
2024 Q4	–	Sell	-18,556	Closed	-$1.94M	–	41
2024 Q3	$1.94M	Buy	+18,556	New	+$1.67M	0.06%	36
2023 Q4	–	Sell	-1,019,774	Closed	-$73.2M	–	29
2023 Q3	$73.2M	Buy	1,019,774 +136,370	+15%	+$10.7M	3.86%	16
2023 Q2	$69.2M	Sell	883,404 -254,610	-22%	-$17.6M	3.42%	16
2023 Q1	$70.7M	Buy	+1,138,014	New	+$74.5M	3.8%	16
2022 Q3	–	Sell	-1,978,103	Closed	-$158M	–	21
2022 Q2	$158M	Buy	1,978,103 +693,338	+54%	+$59.7M	7.48%	7
2022 Q1	$133M	Buy	+1,284,765	New	+$130M	4.13%	11
2021 Q2	–	Sell	-2,080,295	Closed	-$187M	–	41
2021 Q1	$187M	Buy	2,080,295 +316,554	+18%	+$28.6M	3.93%	14
2020 Q4	$175M	Sell	1,763,741 -472,124	-21%	-$43.2M	3.45%	13
2020 Q3	$188M	Buy	2,235,865 +1,025,900	+85%	+$88.6M	4.38%	8
2020 Q2	$105M	Buy	+1,209,965	New	+$96.6M	2.64%	21

Other funds holding TRU

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

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

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Palestra Capital Management's TRU Position: Q4 2024 in Review

Palestra Capital Management sold out of TransUnion (TRU) in Q4 2024, closing a stake of 18,556 shares — an estimated $1.94M sold.

Palestra Capital Management first reported a position in TRU in Q2 2020 and held it in 10 quarters. The position peaked at $188M in Q3 2020. 561 funds tracked by Wall St. Rank hold TRU as of Q4 2024.

Palestra Capital Management reported no remaining TransUnion position as of Q4 2024 after selling out during the quarter.
Palestra Capital Management sold 18,556 TransUnion shares in Q4 2024, an estimated $1.94M.
Palestra Capital Management first reported a position in TransUnion in Q2 2020 and held it in 10 quarters.
Palestra Capital Management's TransUnion position peaked at $188M in Q3 2020.
561 funds tracked by Wall St. Rank held TransUnion as of Q4 2024.

Based on Palestra Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.