Equifax Inc. (EFX)

Sector:Industrials
Super Investor Stats:
Ownership count:8
Ownership rank:39
% of all portfolios:0.168%
Hold Price * :$293.86
History Portfolio Manager Activity Share change % change to portfolio ▲
Q3  2024
≡ Thomas Gayner - Markel Group Reduce 25.55% 25,000 0.07
≡ Robert Olstein - Olstein Capital Management Reduce 20.00% 2,000 0.10
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.90% 54,434 0.10
≡ Terry Smith - Fundsmith Reduce 20.74% 95,059 0.11
≡ AKO Capital Reduce 21.00% 146,154 0.56
≡ Jensen Investment Management Reduce 17.51% 263,556 0.65
Q2  2024
≡ Terry Smith - Fundsmith Reduce 3.05% 14,418 0.01
≡ Jensen Investment Management Reduce 2.04% 31,365 0.06
≡ AKO Capital Add 4.84% 32,154 0.11
≡ William Von Mueffling - Cantillon Capital Management Reduce 4.84% 95,668 0.16
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 23.08% 22,500 0.62
Q1  2024
≡ Terry Smith - Fundsmith Reduce 2.63% 12,764 0.01
≡ AKO Capital Reduce 0.42% 2,816 0.01
≡ Jensen Investment Management Reduce 0.80% 12,365 0.03
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.96% 39,573 0.07
≡ Robert Olstein - Olstein Capital Management Reduce 25.93% 3,500 0.15
Q4  2023
≡ Terry Smith - Fundsmith Reduce 1.29% 6,337 0.01
≡ Thomas Gayner - Markel Group Add 11.38% 10,000 0.03
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.37% 48,837 0.08
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 8.33% 7,500 0.21
≡ Jensen Investment Management Reduce 11.43% 199,971 0.37
≡ AKO Capital Add 30.78% 156,892 0.55
≡ Robert Olstein - Olstein Capital Management Reduce 56.45% 17,500 0.73
Q3  2023
≡ Terry Smith - Fundsmith Reduce 0.69% 3,395 0.00
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.39% 8,094 0.01
≡ Jensen Investment Management Add 11.34% 178,224 0.26
≡ Robert Olstein - Olstein Capital Management Add 63.16% 12,000 0.38
≡ AKO Capital Reduce 34.82% 272,276 0.81
≡ Wallace Weitz - Weitz Large Cap Equity Fund Buy 90,000 2.05
Q2  2023
≡ Lindsell Train Add 9.57% 900 0.00
≡ Jensen Investment Management Add 0.85% 13,165 0.02
≡ AKO Capital Reduce 4.25% 34,723 0.12
≡ William Von Mueffling - Cantillon Capital Management Add 6.36% 123,893 0.20
Q1  2023
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 7,278 0.01
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.61% 31,905 0.05
≡ Jensen Investment Management Reduce 3.35% 53,945 0.08
≡ Robert Olstein - Olstein Capital Management Reduce 42.44% 14,009 0.44
≡ AKO Capital Reduce 32.15% 387,024 1.19
Q4  2022
≡ Terry Smith - Fundsmith Reduce 0.11% 549 0.00
≡ Stephen Mandel - Lone Pine Capital Buy 7,278 0.01
≡ Thomas Gayner - Markel Group Add 23.99% 17,000 0.04
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.78% 35,858 0.06
≡ Jensen Investment Management Add 4.79% 73,605 0.11
≡ Robert Olstein - Olstein Capital Management Reduce 17.48% 6,991 0.21
≡ Lee Ainslie - Maverick Capital Sell 100.00% 178,998 0.69
≡ AKO Capital Reduce 40.98% 835,708 2.62
Q3  2022
≡ Terry Smith - Fundsmith Add 1.17% 5,737 0.00
≡ Thomas Gayner - Markel Group Add 1.87% 1,300 0.00
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.76% 15,483 0.02
≡ Robert Olstein - Olstein Capital Management Reduce 11.11% 5,000 0.14
≡ Jensen Investment Management Add 13.59% 184,030 0.28
≡ AKO Capital Reduce 8.23% 182,922 0.52
≡ Lee Ainslie - Maverick Capital Buy 178,998 0.69
Q2  2022
≡ Terry Smith - Fundsmith Reduce 0.92% 4,572 0.00
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.32% 6,538 0.01
≡ Jensen Investment Management Add 3.09% 40,549 0.06
≡ Robert Olstein - Olstein Capital Management Add 5.88% 2,500 0.07
≡ Thomas Gayner - Markel Group Reduce 44.43% 55,600 0.14
≡ AKO Capital Add 8.02% 164,972 0.42
Q1  2022
≡ Thomas Gayner - Markel Group Add 2.50% 3,050 0.01
≡ William Von Mueffling - Cantillon Capital Management Add 2.91% 57,617 0.10
≡ Jensen Investment Management Add 5.88% 72,991 0.13
≡ Terry Smith - Fundsmith Reduce 27.60% 188,546 0.15
≡ Robert Olstein - Olstein Capital Management Add 123.68% 23,500 0.70
≡ AKO Capital Add 25.27% 415,080 1.06
Q4  2021
≡ Terry Smith - Fundsmith Add 0.22% 1,477 0.00
≡ Jensen Investment Management Reduce 0.69% 8,595 0.02
≡ AKO Capital Add 6.46% 99,709 0.28
≡ 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
≡ 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
≡ AKO Capital Add 13.20% 179,853 0.47
Q2  2021
≡ 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
≡ AKO Capital Add 197.17% 904,198 2.44
Q1  2021
≡ Terry Smith - Fundsmith Add 0.42% 2,834 0.00
≡ Thomas Gayner - Markel Group Add 7.11% 8,100 0.02
≡ Jensen Investment Management Add 3.60% 55,273 0.08
≡ William Von Mueffling - Cantillon Capital Management Reduce 3.51% 79,980 0.11
≡ AKO Capital Buy 458,577 1.03
Q4  2020
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.34% 7,835 0.01
≡ Jensen Investment Management Add 0.84% 12,821 0.02
≡ Terry Smith - Fundsmith Add 16.64% 95,979 0.06
≡ Robert Olstein - Olstein Capital Management Add 34.25% 12,500 0.39
Q3  2020
≡ First Eagle Investment Management Sell 100.00% 54,100 0.03
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.02% 23,590 0.03
≡ Robert Olstein - Olstein Capital Management Add 5.80% 2,000 0.06
≡ Jensen Investment Management Add 12.96% 174,585 0.24
Q2  2020
≡ Terry Smith - Fundsmith Add 1.52% 8,657 0.01
≡ Lindsell Train Buy 9,400 0.03
≡ William Von Mueffling - Cantillon Capital Management Add 0.80% 18,453 0.03
≡ First Eagle Investment Management Reduce 79.50% 209,800 0.12
≡ Jensen Investment Management Add 116.95% 726,292 1.20
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 3,171,575 2.31
Q1  2020
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.15% 3,391 0.00

* "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.