Permanent Capital Management’s TransUnion TRU Stock Holding History

Permanent 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
2026 Q1	–	Sell	-3,946	Closed	-$338K	–	181
2025 Q4	$338K	Buy	3,946 +254	+7%	+$20.9K	0.07%	103
2025 Q3	$309K	Buy	+3,692	New	+$335K	0.06%	110
2025 Q1	$344K	Sell	4,149 -426	-9%	-$38.9K	0.1%	50
2024 Q4	$424K	Buy	+4,575	New	+$463K	0.13%	35
2024 Q2	$328K	Buy	+3,722	New	+$278K	0.07%	105

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Permanent Capital Management's TRU Position: Q1 2026 in Review

Permanent Capital Management sold out of TransUnion (TRU) in Q1 2026, closing a stake of 3,946 shares — an estimated $338K sold.

Permanent Capital Management first reported a position in TRU in Q2 2024 and held it in 5 quarters. The position peaked at $424K in Q4 2024. 563 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Permanent Capital Management reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Permanent Capital Management sold 3,946 TransUnion shares in Q1 2026, an estimated $338K.
Permanent Capital Management first reported a position in TransUnion in Q2 2024 and held it in 5 quarters.
Permanent Capital Management's TransUnion position peaked at $424K in Q4 2024.
563 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.