TRU
Transunion
4 super-investors hold TRU worth a combined $1.62B. The largest position: Vulcan Value Partners at 5.9% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 35 — ranked #222 of 724 scored stocks.
Why super-investors own TRU
Vulcan Value Partners and Triple Frond Partners both added to TRU in 2026Q1, reinforcing what has been a relatively recent and conviction-heavy bet for both — each holds the stock at 5.9% of their respective portfolios. The cohort grew from zero owners two years ago to four, though that count has held steady at four for the past two quarters, suggesting the initial accumulation phase has stabilized rather than broadened. Dodge & Cox Funds anchors the dollar figure at $1.1B, though at just 0.6% of their large portfolio it is a minor position for them; Joel Greenblatt holds a similar low-concentration slice. No owners trimmed or exited this quarter, and with two active adders, near-term sentiment within the cohort leans constructive.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.6% | 2q | $1.12B | 16,189,511 |
| 2 | Vulcan Value Partners | 5.9% | 2q | $222M | 3,207,405 |
| 3 | Joel Greenblatt | 0.2% | 38q | $217M | 3,143,309 |
| 4 | Triple Frond Partners | 5.9% | 3q | $57M | 817,828 |
Owners of TRU also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Triple Frond Partners | ADD | 5.9% | +48% | $57M | May 15, 2026 |
| Vulcan Value Partners | ADD | 5.9% | +202% | $222M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 89400J107. Not investment advice.