Which hedge funds own TRU? TRANSUNION, Q2 2026 13F holders
43 tracked hedge funds disclosed a position in TRU (TRANSUNION) in their Q2 2026 13F filings, worth $1.5bn in total. The largest holder by portfolio weight is Meritage Group LP at 10.2% of its book. 11 opened a new position this quarter: Junto Capital Management LP, Azora Capital LP, Freestone Grove Partners LP, Polar Asset Management Partners Inc.. 9 exited: Sunriver Management LLC, Prana Capital Management, LP, PDT Partners, LLC.
- 43
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $166m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $36.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.5bn
- Combined value Sum of the holders' reported positions in the security.
- 3.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Sunriver Management LLC | 3.9% | $23.0m |
| Prana Capital Management, LP | 0.1% | $4.4m |
| PDT Partners, LLC | 0.1% | $2.0m |
| Oxford Asset Management LLP | 0.09% | $217k |
| Graham Capital Management, L.P. | 0.03% | $955k |
| Bridgewater Associates, LP | 0.02% | $4.4m |
| Oak Thistle LLC | 0.02% | $201k |
| Squarepoint Ops LLC | 0.0% | $1.2m |
| Quarry LP | 0.0% | $7.1k |
Ownership over time
Who discovered TRU first? Beta
| Junto Capital Management LP high conviction | Q2 2016 | +4.4 pts |
| Lone Pine Capital LLC | Q2 2017 | +1.6 pts |
| Farallon Capital Management, L.L.C. | Q2 2018 | +1.5 pts |
| Tudor Investment Corp ET AL | Q3 2015 | +0.7 pts |
| Sandler Capital Management high conviction | Q3 2019 | +0.2 pts |
| Axon Capital LP | Q1 2017 | +0.2 pts |
| Element Capital Management LLC | Q2 2015 | +0.1 pts |
| Brant Point Investment Management LLC | Q2 2016 | +0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.