Boykin Curry - Triple Frond Partners
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 12
Portfolio value: $962,895,000
Holding/activity history for TransUnion (TRU)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
817,828 |
5.88 |
Add 48.38%
|
1.92 |
$69.19 |
$56,586,000 |
SEC |
| 2025 Q4 |
551,153 |
4.91 |
Add 28.04%
|
1.08 |
$85.75 |
$47,261,000 |
SEC |
| 2025 Q3 |
430,470 |
3.93 |
Buy
|
3.93 |
$83.78 |
$36,065,000 |
SEC |