TransUnion (TRU) — Hedge Fund Ownership Q1 2026
TRU
- TransUnion (TRU) is held by 2 of 84 tracked hedge funds, with Triple Frond Partners (6%) and Dodge & Cox (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in TRU holdings came from Dodge & Cox (+64%) and Triple Frond Partners (+48%), highlighting conviction.
- 1 hedge fund exited TRU.
- Overall, hedge funds increased exposure to TransUnion (TRU) by +64% vs the prior quarter and -100% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Triple Frond Partners
|
5.88% | 818K | +48.38% | — | $56.6M | $69.19 | — |
| 2 |
Dodge & Cox
|
0.62% | 16.2M | +64.49% | — | $1.12B | $69.19 | — |
| — |
Markel Group Tom Gayner
|
— | — | EXITED | — | — | — | — |
| 2 | Total | — | 17.0M | +63.61% | -100.00% | $1.18B | — | — |
* 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.