Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  TransUnion (TRU)
← All TRU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 817,828 5.88 Add 48.38% 1.92 $65.24–89.12 · VW $75.50i $56,586,000 SEC
2025   Q4 551,153 4.91 Add 28.04% 1.08 $70.20–88.80 · VW $81.54i $47,261,000 SEC
2025   Q3 430,470 3.93 Buy 3.93 $82.22–99.39 · VW $89.34i $36,065,000 SEC
Price snapshot:
Current price$76.21
Avg. buy price$79.31
+/- since buy-3.91%
52-week low$63.37
52-week high$98.77