TRU fund manager activity
TransUnion · NYSE. Reported by 12 tracked fund managers in their 13F filings, Q3 2015 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 813,353 | $69,745,020 | 0.19% | Feb 17, 2026 |
| Dodge & Cox Funds | New | 9,842,006 | $843,952,015 | 0.46% | Feb 13, 2026 |
| John Armitage - Egerton Capital | Sold out | — | — | 0.00% | Feb 11, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 72,093 | $6,181,975 | 0.02% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | Trimmed | 2,000 | $171,500 | 0.00% | Feb 6, 2026 |
| Triple Frond Partners | Added | 551,153 | $47,261,000 | 4.91% | Feb 13, 2026 |
| Vulcan Value Partners | New | 1,062,584 | $91,043 | 1.64% | Mar 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 822,483 | $68,907,626 | 0.18% | Nov 14, 2025 |
| John Armitage - Egerton Capital | New | 1,465,050 | $122,741,889 | 1.29% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 56,995 | $4,775,041 | 0.02% | Nov 14, 2025 |
| Thomas Gayner - Markel Group | No change | 101,050 | $8,465,969 | 0.07% | Oct 31, 2025 |
| Triple Frond Partners | New | 430,470 | $36,065,000 | 3.93% | Nov 14, 2025 |
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