Equifax Inc. (EFX)

Sector:Industrials
Super Investor Stats:
Ownership count:8
Ownership rank:42
% of all portfolios:0.159%
Hold Price * :$247.29
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
AKO Capital Add 30.78% 156,892 0.55
Thomas Gayner - Markel Asset Management Add 11.38% 10,000 0.03
Wallace Weitz - Weitz Value Fund Add 8.33% 7,500 0.21
Terry Smith - Fundsmith Reduce 1.29% 6,337 0.01
William Von Mueffling - Cantillon Capital Management Reduce 2.37% 48,837 0.08
Jensen Investment Management Reduce 11.43% 199,971 0.37
Robert Olstein - Olstein Capital Management Reduce 56.45% 17,500 0.73
Q3  2023
Robert Olstein - Olstein Capital Management Add 63.16% 12,000 0.38
Jensen Investment Management Add 11.34% 178,224 0.26
Wallace Weitz - Weitz Value Fund Buy 90,000 2.05
William Von Mueffling - Cantillon Capital Management Reduce 0.39% 8,094 0.01
Terry Smith - Fundsmith Reduce 0.69% 3,395 0.00
AKO Capital Reduce 34.82% 272,276 0.81
Q2  2023
Lindsell Train Add 9.57% 900 0.00
William Von Mueffling - Cantillon Capital Management Add 6.36% 123,893 0.20
Jensen Investment Management Add 0.85% 13,165 0.02
AKO Capital Reduce 4.25% 34,723 0.12
Q1  2023
William Von Mueffling - Cantillon Capital Management Reduce 1.61% 31,905 0.05
Jensen Investment Management Reduce 3.35% 53,945 0.08
AKO Capital Reduce 32.15% 387,024 1.19
Robert Olstein - Olstein Capital Management Reduce 42.44% 14,009 0.44
Stephen Mandel - Lone Pine Capital Sell 100.00% 7,278 0.01
Q4  2022
Thomas Gayner - Markel Asset Management Add 23.99% 17,000 0.04
Jensen Investment Management Add 4.79% 73,605 0.11
Stephen Mandel - Lone Pine Capital Buy 7,278 0.01
Terry Smith - Fundsmith Reduce 0.11% 549 0.00
William Von Mueffling - Cantillon Capital Management Reduce 1.78% 35,858 0.06
Robert Olstein - Olstein Capital Management Reduce 17.48% 6,991 0.21
AKO Capital Reduce 40.98% 835,708 2.62
Lee Ainslie - Maverick Capital Sell 100.00% 178,998 0.69
Q3  2022
Jensen Investment Management Add 13.59% 184,030 0.28
Thomas Gayner - Markel Asset Management Add 1.87% 1,300 0.00
Terry Smith - Fundsmith Add 1.17% 5,737 0.00
Lee Ainslie - Maverick Capital Buy 178,998 0.69
William Von Mueffling - Cantillon Capital Management Reduce 0.76% 15,483 0.02
AKO Capital Reduce 8.23% 182,922 0.52
Robert Olstein - Olstein Capital Management Reduce 11.11% 5,000 0.14
Q2  2022
AKO Capital Add 8.02% 164,972 0.42
Robert Olstein - Olstein Capital Management Add 5.88% 2,500 0.07
Jensen Investment Management Add 3.09% 40,549 0.06
William Von Mueffling - Cantillon Capital Management Reduce 0.32% 6,538 0.01
Terry Smith - Fundsmith Reduce 0.92% 4,572 0.00
Thomas Gayner - Markel Asset Management Reduce 44.43% 55,600 0.14
Q1  2022
Robert Olstein - Olstein Capital Management Add 123.68% 23,500 0.70
AKO Capital Add 25.27% 415,080 1.06
Jensen Investment Management Add 5.88% 72,991 0.13
William Von Mueffling - Cantillon Capital Management Add 2.91% 57,617 0.10
Thomas Gayner - Markel Asset Management Add 2.50% 3,050 0.01
Terry Smith - Fundsmith Reduce 27.60% 188,546 0.15
Q4  2021
AKO Capital Add 6.46% 99,709 0.28
Terry Smith - Fundsmith Add 0.22% 1,477 0.00
Jensen Investment Management Reduce 0.69% 8,595 0.02
William Von Mueffling - Cantillon Capital Management Reduce 7.06% 150,481 0.29
Robert Olstein - Olstein Capital Management Reduce 44.93% 15,500 0.54
Q3  2021
AKO Capital Add 13.20% 179,853 0.47
Terry Smith - Fundsmith Add 0.36% 2,439 0.00
William Von Mueffling - Cantillon Capital Management Reduce 1.61% 34,817 0.06
Jensen Investment Management Reduce 5.36% 70,770 0.14
Robert Olstein - Olstein Capital Management Reduce 23.33% 10,500 0.33
Q2  2021
AKO Capital Add 197.17% 904,198 2.44
Terry Smith - Fundsmith Add 0.55% 3,723 0.00
William Von Mueffling - Cantillon Capital Management Reduce 1.64% 36,216 0.06
Robert Olstein - Olstein Capital Management Reduce 8.16% 4,000 0.12
Jensen Investment Management Reduce 16.99% 270,066 0.49
Q1  2021
Thomas Gayner - Markel Asset Management Add 7.11% 8,100 0.02
Jensen Investment Management Add 3.60% 55,273 0.08
Terry Smith - Fundsmith Add 0.42% 2,834 0.00
AKO Capital Buy 458,577 1.03
William Von Mueffling - Cantillon Capital Management Reduce 3.51% 79,980 0.11
Q4  2020
Robert Olstein - Olstein Capital Management Add 34.25% 12,500 0.39
Terry Smith - Fundsmith Add 16.64% 95,979 0.06
Jensen Investment Management Add 0.84% 12,821 0.02
William Von Mueffling - Cantillon Capital Management Reduce 0.34% 7,835 0.01
Q3  2020
Jensen Investment Management Add 12.96% 174,585 0.24
Robert Olstein - Olstein Capital Management Add 5.80% 2,000 0.06
William Von Mueffling - Cantillon Capital Management Reduce 1.02% 23,590 0.03
First Eagle Investment Management Sell 100.00% 54,100 0.03
Q2  2020
Jensen Investment Management Add 116.95% 726,292 1.20
Terry Smith - Fundsmith Add 1.52% 8,657 0.01
William Von Mueffling - Cantillon Capital Management Add 0.80% 18,453 0.03
Lindsell Train Buy 9,400 0.03
First Eagle Investment Management Reduce 79.50% 209,800 0.12
Stephen Mandel - Lone Pine Capital Sell 100.00% 3,171,575 2.31
Q1  2020
Jensen Investment Management Add 430.35% 503,943 0.67
Thomas Gayner - Markel Asset Management Add 6.05% 6,500 0.01
William Von Mueffling - Cantillon Capital Management Reduce 0.15% 3,391 0.00
Stephen Mandel - Lone Pine Capital Reduce 8.03% 276,738 0.20
Terry Smith - Fundsmith Reduce 13.17% 86,166 0.06
First Eagle Investment Management Reduce 13.73% 42,016 0.02
Robert Olstein - Olstein Capital Management Reduce 14.60% 5,900 0.15
Q4  2019
Thomas Gayner - Markel Asset Management Add 27.22% 23,000 0.04
Stephen Mandel - Lone Pine Capital Add 12.37% 379,566 0.29
Terry Smith - Fundsmith Add 5.39% 33,467 0.02
Jensen Investment Management Reduce 0.18% 215 0.00
William Von Mueffling - Cantillon Capital Management Reduce 2.17% 50,954 0.07
John Armitage - Egerton Capital Sell 100.00% 1,051,935 1.06
Chris Hohn - TCI Fund Management Sell 100.00% 780,639 0.57
Q3  2019
Thomas Gayner - Markel Asset Management Add 44.44% 26,000 0.06
John Armitage - Egerton Capital Add 37.59% 287,411 0.29
Stephen Mandel - Lone Pine Capital Buy 3,068,747 2.54

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.