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Oakum Bay Capital’s TransUnion TRU Stock Holding History

Oakum Bay Capital’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$412K Sell
5,948
-36,056
-86% -$2.76M 0.22% 41
2025
Q4 		$3.6M Buy
+42,004
New +$3.45M 1.76% 12

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Oakum Bay Capital's TRU Position: Q1 2026 in Review

Oakum Bay Capital reduced its TransUnion (TRU) stake by 86% in Q1 2026, selling an estimated $2.76M and leaving 5,948 shares worth $412K. The position accounts for 0.22% of the portfolio, ranked #41.

Oakum Bay Capital first reported a position in TRU in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.6M in Q4 2025. 564 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Oakum Bay Capital held 5,948 shares of TransUnion worth $412K as of Q1 2026.
  • Oakum Bay Capital sold 36,056 TransUnion shares in Q1 2026, an estimated $2.76M.
  • TransUnion made up 0.22% of Oakum Bay Capital's portfolio in Q1 2026, its #41 holding.
  • Oakum Bay Capital first reported a position in TransUnion in Q4 2025 and has held it in 2 quarters since.
  • Oakum Bay Capital's TransUnion position peaked at $3.6M in Q4 2025.
  • 564 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.