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Stock impact report

Vulcan Value Partners Focus Portfolio Q1 2026 Review [Seeking Alpha]

TransUnion (TRU) 
Last transunion earnings: 4/28 06:50 am Check Earnings Report
US:NYSE Investor Relations: investors.transunion.com
Company Research Source: Seeking Alpha
TransUnion's non-public consumer data is proprietary, regulated, and highly sensitive; therefore, it is impossible for a new entrant, using AI or any other method, to replicate. We no longer qualify CoStar Group for investment because of poor capital allocation and have sold it to reallocate capital into more discounted companies. AWS is benefitting from AI driven demand for its cloud services and its growth is accelerating, with highly profitable advertising revenue growing 22% during the fourth quarter. peshkov/iStock via Getty Images Focus Review As of 03/31/2026 INVESTMENT STRATEGY QTD YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR Since Inception VVP Focus (Gross) VVP Focus ( NET Russell 1000 Value Index S&P 500 Index Inception 11/30/2007 Click to enlarge We purchased two new positions during the quarter: TransUnion ( TRU ) and SAP SE ( SAP We sold two positions during the quarter: CoStar Group, Inc. and Salesforce, Inc. There were no material contrib Show less Read more
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