TransUnion (TRU): A Bull Case Theory
We came across a bullish thesis on TransUnion (TRU) on Substack by LongTermValue Research. In this article, we will summarize the bulls’ thesis on TRU.
Transunion (TRU)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Farallon Capital Thomas Steyer | 5,326,319 | $493,803,034 | -3% | 2.5% |
| 2. | Viking Global Andreas Halvorsen | 4,100,233 | $380,132,601 | +71% | 1.23% |
| 3. | XN Exponent Advisors Gaurav Kapadia | 1,907,775 | $176,869,820 | +3% | 6.99% |
| 4. | Platinum Asset Management Kerr Neilson | 1,722,276 | $159,672,208 | -9% | 9.37% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,652,802 | $153,231,276 | -9% | 0.18% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $57.46 | 1,800 | Director | 19,071 | 2023-11-17 | Filing | |
| $42.79 | 850 | Director | 7,781 | 2023-10-30 | Filing | |
| $44.09 | 1,500 | Director | 6,931 | 2023-10-30 | Filing | |
| $79.42 | 25,000 | Officer, Director | 226,410 | 2022-08-04 | Filing | |
| $90.35 | 277 | Director | 12,465 | 2022-02-25 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $83.31 | 1,000 | Officer | 77,393 | 2025-04-01 | Filing | |
| $88.64 | 2,500 | Officer | 48,510 | 2025-03-06 | Filing | |
| $91.98 | 1,000 | Officer | 78,393 | 2025-03-03 | Filing | |
| $91.98 | 13,163 | Officer | 104,295 | 2025-03-03 | Filing | |
| $95.74 | 200 | Officer | 7,186 | 2025-02-26 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 227,226 | $18,857,432 | 0.02% | |
| 2. | 135,533 | $11,247,885 | 0.41% | |
| 3. | 79,851 | $6,626,803 | 0.8% | |
| 4. | Imc-chicago, LlcCALL | 21,100 | $1,751,089 | 0% |
| 5. | 14,366 | $1,231,597 | 0.04% |
News See All
Top 10 Stocks to Buy According to XN Exponent Advisors LLC
Established in 2018 by Gaurav Kapadia, XN Exponent Advisors LLC is based in New York and manages approximately $2.53 billion in 13F securities according to its latest filing for the fourth quarter of ...
TransUnion (NYSE:TRU) Q4 2024 Earnings Call Transcript
Operator: Good morning, and welcome to the TransUnion 2024 Fourth Quarter Earnings Conference Call. All participants will be in a listen-only mode. [Operator Instructions].
TransUnion (NYSE:TRU) Q3 2024 Earnings Call Transcript
Operator: Good day, and welcome to the TransUnion 2024 Third Quarter Earnings Conference Call. All participants will be in listen-only mode.
TransUnion (NYSE:TRU) Q2 2024 Earnings Call Transcript
Operator: Good day and welcome to the TransUnion Second Quarter 2024 Earnings Conference Call. All participants will be in listen-only mode.
TransUnion (NYSE:TRU) Q1 2024 Earnings Call Transcript
TransUnion beats earnings expectations. Reported EPS is $0.92, expectations were $0.81.
TransUnion (TRU) Fell on a Slowdown in Customer Activity
Fred Alger Management, an investment management company, released its “Alger Mid Cap Growth Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. U.S.
TransUnion (NYSE:TRU) Q4 2023 Earnings Call Transcript
TransUnion beats earnings expectations. Reported EPS is $0.8, expectations were $0.71.
TransUnion (TRU) Declined as its Quarterly Results Missed Expectations
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.
Do You Think TransUnion's (TRU) Earnings Growth Will Pick Up?
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.