TransUnion (TRU) — Hedge Fund Ownership Q4 2025
TRU
- TransUnion (TRU) is held by 3 of 82 tracked hedge funds, with Triple Frond Partners (5%) and Dodge & Cox (0.5%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in TRU holdings came from Triple Frond Partners (+28%), highlighting conviction.
- The biggest decreases in TRU holdings came from Markel Group (-98%), suggesting profit-taking or de-risking.
- 1 hedge fund exited TRU, led by Egerton Capital (1%).
- Overall, hedge funds decreased exposure to TransUnion (TRU) by -72% vs the prior quarter and -98% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Triple Frond Partners
|
4.91% | 551K | +28.04% | — | $47.3M | $85.75 | — |
| 2 |
Dodge & Cox
|
0.46% | 9.8M | NEW | — | $844.0M | $85.75 | — |
| 3 |
Markel Group Tom Gayner
|
0.00% | 2K | -98.02% | -98.02% | $171,500 | $85.75 | — |
| — |
Egerton Capital John Armitage
|
— | — | EXITED | — | — | — | — |
| 3 | Total | — | 10.4M | -72.29% | -98.02% | $891.4M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.