Decision Timeline

EFX, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 5
Buy / add: 3
Trim / exit: 2

The cohort disagreed in Q1 2026.

At least one tracked manager bought or added while another trimmed or exited. The disagreement is the signal; it is not collapsed into a consensus score.

Eight-quarter evidence

2 reported quarters

Q1 2026
filed May 15, 2026
45d lag
TRIM-47.3%
AKO Capital · 2.5% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
ADD+22.4%
Hillman Capital Management · 1.7% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
EXITEXIT
Valley Forge Capital Management · 0.7% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed Apr 21, 2026
21d lag
ADD+105.6%
Robert Olstein · 1.5% of reported portfolio
Original SEC filing ↗
-9.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
ADD+27.6%
Bill Nygren · 1.9% of reported portfolio
Original SEC filing ↗
-19.6% vs SPY
63 sessions after disclosure
direction not supported so far

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Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.