Heron Bay Capital Management

Position in TRU — TransUnion

CIK 1842149 BLOOMFIELD HILLS, MI

Position in TRU

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$28,063,614

-$1,355,835 QoQ

Shares Held

389,016

-8.5% QoQ

Ownership

0.202%

of shares outstanding

% of Portfolio

2.57%

of 13F equity value

Holder Rank

#60

of 518 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heron Bay Capital Management holds $107,767,385 across 4 Financial Data & Stock Exchanges names. TRU ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	196,176	$45,136,174
2	TRU	TransUnion This page	389,016	$28,063,614
3	SPGI	S&P Global Inc.	51,596	$19,879,988
4	MSCI	MSCI Inc.	26,226	$14,687,609

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,063,614	389,016	-8.5%	Shares	Sole	2026-08-11
2026-03-31	$29,419,449	425,198	+139.6%	Shares	Sole	2026-05-13
2025-12-31	$15,214,708	177,431	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$14,876,144	177,562	-1.9%	Shares	Sole	2025-11-12
2025-06-30	$15,931,344	181,038	+15.0%	Shares	Sole	2025-08-12
2025-03-31	$13,061,049	157,381	-0.5%	Shares	Sole	2025-05-13
2024-12-31	$14,662,735	158,157	-4.8%	Shares	Sole	2025-02-11
2024-09-30	$17,400,407	166,193	-6.7%	Shares	Sole	2024-11-08
2024-06-30	$13,211,159	178,144	+2.9%	Shares	Sole	2024-08-13
2024-03-31	$13,820,003	173,183	+0.4%	Shares	Sole	2024-05-14
2023-12-31	$11,849,589	172,458	+37.3%	Shares	Sole	2024-01-12
2023-09-30	$9,019,121	125,632	+25.5%	Shares	Sole	2023-11-01
2023-06-30	$7,841,224	100,105	—	Shares	Sole	2023-07-12
No filing history on record for this holder in this stock.