OAG
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Orbis Allan Gray’s TransUnion TRU Stock Holding History

Orbis Allan Gray’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
Q2 		$146M Buy
2,021,682
+1,436,960
+246% +$101M 0.5% 54
2026
Q1 		$40.5M Buy
+584,722
New +$44.8M 0.17% 72
2025
Q1 		– Sell
-478,042
Closed -$44.3M – 85
2024
Q4 		$44.3M Buy
+478,042
New +$48.4M 0.24% 55

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Orbis Allan Gray's TRU Position: Q2 2026 in Review

Orbis Allan Gray increased its TransUnion (TRU) stake by 246% in Q2 2026, buying an estimated $101M and bringing the position to 2,021,682 shares worth $146M. The position accounts for 0.5% of the portfolio, ranked #54.

Orbis Allan Gray first reported a position in TRU in Q4 2024 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Orbis Allan Gray held 2,021,682 shares of TransUnion worth $146M as of Q2 2026.
  • Orbis Allan Gray bought 1,436,960 TransUnion shares in Q2 2026, an estimated $101M.
  • TransUnion made up 0.5% of Orbis Allan Gray's portfolio in Q2 2026, its #54 holding.
  • Orbis Allan Gray first reported a position in TransUnion in Q4 2024 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.