SEC 13F Intelligence

Farallon Capital Management, L.L.C. / TRU

Farallon Capital Management, L.L.C.’s Transunion Position

Does Farallon Capital Management, L.L.C. own Transunion (TRU)? Not currently — the last reported position was 675.0K shares worth $58M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$58M
Q4 2025
Shares
675.0K
% of Portfolio
+0.27%
Quarters Held
29
position exited

Position History TRU

Reported value by quarter
Q4 ’18: $299MQ4 ’18Q1 ’19: $289MQ2 ’19: $123MQ3 ’19: $102MQ4 ’19: $131MQ4 ’19Q1 ’20: $134MQ2 ’20: $104MQ3 ’20: $153MQ4 ’20: $172MQ4 ’20Q1 ’21: $284MQ2 ’21: $306MQ3 ’21: $228MQ4 ’21: $331MQ4 ’21Q1 ’22: $640MQ2 ’22: $597MQ3 ’22: $470MQ4 ’22: $503MQ4 ’22Q1 ’23: $535MQ2 ’23: $730MQ3 ’23: $663MQ4 ’23: $627MQ4 ’23Q1 ’24: $507MQ2 ’24: $448MQ3 ’24: $573MQ4 ’24: $494MQ4 ’24Q1 ’25: $449MQ2 ’25: $476MQ3 ’25: $396MQ4 ’25: $58MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025675.0K$58M+0.27%
Q3 20254.73M$396M+1.62%
Q2 20255.40M$476M+2.00%
Q1 20255.41M$449M+2.40%
Q4 20245.33M$494M+2.50%
Q3 20245.48M$573M+2.78%
Q2 20246.04M$448M+2.11%
Q1 20246.35M$507M+2.30%
Q4 20239.12M$627M+2.74%
Q3 20239.23M$663M+2.85%
Q2 20239.32M$730M+4.08%
Q1 20238.61M$535M+2.64%
Q4 20228.86M$503M+3.30%
Q3 20227.91M$470M+2.58%
Q2 20227.46M$597M+3.37%
Q1 20226.19M$640M+2.81%
Q4 20212.79M$331M+1.71%
Q3 20212.03M$228M+1.10%
Q2 20212.78M$306M+1.26%
Q1 20213.16M$284M+1.58%
Q4 20201.73M$172M+1.10%
Q3 20201.81M$153M+1.07%
Q2 20201.19M$104M+0.84%
Q1 20202.02M$134M+0.82%
Q4 20191.53M$131M+1.05%
Q3 20191.26M$102M+0.85%
Q2 20191.67M$123M+1.02%
Q1 20194.32M$289M+2.32%
Q4 20185.27M$299M+2.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Farallon Capital Management, L.L.C.’s full portfolio or all institutional holders of TRU.