← Top Holdings
TRUTransUnion
CUSIP: 89400J107
3
Guru Owners
$1.12B
Total Value Held
17.1M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Dodge & Cox | 16189511 | $1.12B | 0.62% | $69.19 | Q1 2026 | |
| Bridgewater Associates | 63861 | $4.4M | 0.02% | $69.19 | Q1 2026 | |
| Triple Frond Partners | 817828 | $57K | 5.88% | $0.07 | Q1 2026 |
📊 Fundamentals
Market Cap$15.2B
P/E Ratio21.8x
Near market avg
Forward P/E14.1x
P/FCF20.3x
EPS (TTM)$3.61
Revenue (TTM)$4.7B
Profit Margin14.90%
Div Yield0.63%
Beta1.54
52-Week Range
$63.37
$99.39
Current: $78.78
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 21.8x trailing earnings → 14.1x forward · 14.9% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '263 owners · $1.12B
Q4 '254 owners · $850.6M
SOLDJohn Armitage
Q3 '254 owners · $134.7M
Q2 '251 owners · $8.9M
SOLDRay Dalio
Q1 '253 owners · $138.3M
Q4 '243 owners · $409.0M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
8%analyst est. 8.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
15.9%current: 15.9%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data