Equifax Inc. (EFX)

Sector:Industrials
Super Investor Stats:
Ownership count:9
Ownership rank:52
% of all portfolios:0.121%
Hold Price * :$158.73
History Portfolio Manager Activity Share change % change to portfolio ▼
Q2  2026
≡ John Armitage - Egerton Capital Buy 1,481,188 2.27
≡ William Von Mueffling - Cantillon Capital Management Sell 100.00% 1,791,379 2.14
≡ Jensen Investment Management Reduce 52.68% 412,549 1.59
≡ AKO Capital Reduce 66.70% 269,335 1.00
≡ Vulcan Value Partners Buy 90,748 0.44
≡ Hillman Capital Management Reduce 7.49% 1,015 0.12
≡ Wallace Weitz - Weitz Investment Management Add 2.33% 4,375 0.05
≡ Bill Nygren - Oakmark Funds Reduce 1.09% 81,853 0.02
≡ Lindsell Train Add 2.61% 300 0.00
Q1  2026
≡ AKO Capital Reduce 47.28% 362,181 1.27
≡ Valley Forge Capital Management Sell 100.00% 146,352 0.72
≡ Wallace Weitz - Weitz Investment Management Reduce 12.69% 27,275 0.34
≡ Hillman Capital Management Add 22.36% 2,477 0.31
≡ Jensen Investment Management Reduce 5.01% 41,339 0.15
≡ William Von Mueffling - Cantillon Capital Management Add 3.91% 67,381 0.08
≡ Lee Ainslie - Maverick Capital Sell 100.00% 22,896 0.05
≡ Bill Nygren - Oakmark Funds Reduce 0.37% 28,011 0.01
≡ Lindsell Train Add 4.55% 500 0.00
Q4  2025
≡ Jensen Investment Management Reduce 19.37% 198,053 0.68
≡ AKO Capital Reduce 18.37% 172,393 0.57
≡ Bill Nygren - Oakmark Funds Add 29.54% 1,723,439 0.47
≡ Lee Ainslie - Maverick Capital Buy 22,896 0.05
≡ Hillman Capital Management Add 1.41% 154 0.02
≡ William Von Mueffling - Cantillon Capital Management Add 0.76% 12,995 0.02
≡ Valley Forge Capital Management Add 1.63% 2,352 0.01
≡ Lindsell Train Add 4.76% 500 0.00
≡ Wallace Weitz - Weitz Investment Management Add 0.13% 280 0.00
Q3  2025
≡ Bill Nygren - Oakmark Funds Add 14.21% 725,901 0.30
≡ AKO Capital Add 2.91% 26,528 0.10
≡ Lee Ainslie - Maverick Capital Sell 100.00% 19,728 0.08
≡ Wallace Weitz - Weitz Investment Management Add 2.02% 4,250 0.06
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.08% 18,768 0.03
≡ Hillman Capital Management Reduce 1.39% 154 0.02
≡ Jensen Investment Management Reduce 0.40% 4,115 0.01
≡ Lindsell Train Add 1.94% 200 0.00
Q2  2025
≡ AKO Capital Add 19.52% 148,915 0.49
≡ Terry Smith - Fundsmith Sell 100.00% 235,505 0.26
≡ Bill Nygren - Oakmark Funds Add 11.75% 537,230 0.23
≡ Jensen Investment Management Reduce 3.73% 39,830 0.12
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.83% 50,296 0.08
≡ Lee Ainslie - Maverick Capital Buy 19,728 0.08
≡ Hillman Capital Management Add 0.82% 90 0.01
Q1  2025
≡ Jensen Investment Management Reduce 13.37% 164,607 0.44
≡ Bill Nygren - Oakmark Funds Add 27.57% 987,772 0.40
≡ Wallace Weitz - Weitz Investment Management Add 11.59% 21,850 0.28
≡ Terry Smith - Fundsmith Reduce 35.18% 127,823 0.14
≡ AKO Capital Add 5.05% 36,659 0.12
≡ William Von Mueffling - Cantillon Capital Management Reduce 3.00% 55,035 0.09
≡ Hillman Capital Management Reduce 3.72% 424 0.05
Q4  2024
≡ Valley Forge Capital Management Buy 144,000 0.81
≡ Bill Nygren - Oakmark Funds Add 96.75% 1,761,837 0.74
≡ AKO Capital Add 32.09% 176,434 0.62
≡ Wallace Weitz - Weitz Investment Management Add 7.10% 12,500 0.16
≡ Hillman Capital Management Reduce 3.65% 432 0.04
≡ Jensen Investment Management Reduce 0.88% 10,901 0.03
≡ William Von Mueffling - Cantillon Capital Management Add 0.53% 9,702 0.01
Q3  2024
≡ Jensen Investment Management Reduce 17.51% 263,556 0.65
≡ AKO Capital Reduce 21.00% 146,154 0.56
≡ Bill Nygren - Oakmark Funds Reduce 20.49% 469,272 0.23
≡ Terry Smith - Fundsmith Reduce 20.74% 95,059 0.11
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.90% 54,434 0.10
≡ Thomas Gayner - Markel Group Reduce 25.55% 25,000 0.07
≡ Hillman Capital Management Add 0.65% 76 0.01
Q2  2024
≡ Bill Nygren - Oakmark Funds Add 513.38% 1,916,842 0.79
≡ Wallace Weitz - Weitz Investment Management Add 14.66% 22,500 0.29
≡ William Von Mueffling - Cantillon Capital Management Reduce 4.84% 95,668 0.16
≡ AKO Capital Add 4.84% 32,154 0.11
≡ Jensen Investment Management Reduce 2.04% 31,365 0.06
≡ Hillman Capital Management Reduce 1.05% 125 0.01
≡ Terry Smith - Fundsmith Reduce 3.05% 14,418 0.01
Q1  2024
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.96% 39,573 0.07
≡ Jensen Investment Management Reduce 0.80% 12,365 0.03
≡ AKO Capital Reduce 0.42% 2,816 0.01
≡ Terry Smith - Fundsmith Reduce 2.63% 12,764 0.01
Q4  2023
≡ AKO Capital Add 30.78% 156,892 0.55
≡ Jensen Investment Management Reduce 11.43% 199,971 0.37
≡ Wallace Weitz - Weitz Investment Management Add 5.14% 7,500 0.10
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.37% 48,837 0.08
≡ Thomas Gayner - Markel Group Add 11.38% 10,000 0.03
≡ Terry Smith - Fundsmith Reduce 1.29% 6,337 0.01
Q3  2023
≡ Wallace Weitz - Weitz Investment Management Buy 146,000 1.48
≡ AKO Capital Reduce 34.82% 272,276 0.81
≡ Henry Ellenbogen - Durable Capital Partners Sell 100.00% 309,848 0.64
≡ Jensen Investment Management Add 11.34% 178,224 0.26
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.39% 8,094 0.01
≡ Terry Smith - Fundsmith Reduce 0.69% 3,395 0.00
Q2  2023
≡ William Von Mueffling - Cantillon Capital Management Add 6.36% 123,893 0.20
≡ AKO Capital Reduce 4.25% 34,723 0.12
≡ Henry Ellenbogen - Durable Capital Partners Add 21.14% 54,070 0.11
≡ Jensen Investment Management Add 0.85% 13,165 0.02
≡ Lindsell Train Add 9.57% 900 0.00
Q1  2023
≡ AKO Capital Reduce 32.15% 387,024 1.19
≡ Jensen Investment Management Reduce 3.35% 53,945 0.08
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.61% 31,905 0.05
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 7,278 0.01
Q4  2022
≡ AKO Capital Reduce 40.98% 835,708 2.62
≡ Lee Ainslie - Maverick Capital Sell 100.00% 178,998 0.69
≡ Jensen Investment Management Add 4.79% 73,605 0.11
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.78% 35,858 0.06
≡ Thomas Gayner - Markel Group Add 23.99% 17,000 0.04

* "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.