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EFX —
EQUIFAX INC
CUSIP: 294429105 · Held by 14 superinvestors · Combined value: $2,513,214,489
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Bill Nygren | 2.1% | $1,639,745,434 | 7,557,127 | ADD | +1,723,439 |
| 2 | William Von Mueffling | 2.0% | $374,073,086 | 1,723,998 | ADD | +12,995 |
| 3 | Jensen Investment Mgmt | 2.8% | $178,886,774 | 824,439 | REDUCE | -198,053 |
| 4 | AKO Capital | 2.5% | $166,197,000 | 765,955 | REDUCE | -172,393 |
| 5 | Wallace Weitz | 2.8% | $46,624,662 | 214,880 | ADD | +280 |
| 6 | Ken Griffin | 0.0% | $45,600,516 | 210,160 | ADD | +113,617 |
| 7 | Valley Forge Capital | 0.7% | $31,755,457 | 146,352 | ADD | +2,352 |
| 8 | Tom Gayner | 0.1% | $15,806,993 | 72,850 | - | - |
| 9 | Lee Ainslie | 0.1% | $4,967,974 | 22,896 | NEW BUY | +22,896 |
| 10 | Robert Olstein | 0.8% | $3,906,000 | 18,000 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Lee Ainslie | NEW BUY | +22,896 | New |
| Ray Dalio | NEW BUY | +2,351 | New |
| Bill Nygren | ADD | +1,723,439 | +29.5% |
| Hillman Capital | ADD | +154 | +1.4% |
| Ken Griffin | ADD | +113,617 | +117.7% |
| Lindsell Train | ADD | +500 | +4.8% |
| Valley Forge Capital | ADD | +2,352 | +1.6% |
| Wallace Weitz | ADD | +280 | +0.1% |
| William Von Mueffling | ADD | +12,995 | +0.8% |
| AKO Capital | REDUCE | -172,393 | -18.4% |
| Jensen Investment Mgmt | REDUCE | -198,053 | -19.4% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| AKO Capital | ADD | +26,528 | +2.9% |
| Bill Nygren | ADD | +725,901 | +14.2% |
| Lindsell Train | ADD | +200 | +1.9% |
| Robert Olstein | ADD | +3,000 | +20.0% |
| Wallace Weitz | ADD | +4,250 | +2.0% |
| FPA Queens Road | REDUCE | -6 | -0.4% |
| Hillman Capital | REDUCE | -154 | -1.4% |
| Jensen Investment Mgmt | REDUCE | -4,115 | -0.4% |
| Ken Griffin | REDUCE | -43,043 | -30.8% |
| William Von Mueffling | REDUCE | -18,768 | -1.1% |
| Jim Simons | SOLD | -85,995 | Exit |
| Lee Ainslie | SOLD | -19,728 | Exit |
Who Owns EFX? Superinvestor Holdings
EQUIFAX INC is held by 14 tracked superinvestors, with a combined position value of $2.5 billion . The largest positions are held by Bill Nygren (2.1% of portfolio), William Von Mueffling (2.0% of portfolio), Jensen Investment Mgmt (2.8% of portfolio).
In the most recent quarter, 9 superinvestors added or initiated positions while 2 reduced or exited.