EFX
Equifax Inc
11 of the 83 super-investors we track hold EFX, worth a combined $1.60B per their latest 13F filings. The largest position: John Armitage at 2.3% of their portfolio. This quarter the cohort logged 2 buys and 2 sells on the name. Conviction score: 39 of 100 (how strongly the cohort backs it) — ranked #132 of 742 stocks.
Why super-investors own EFX
EFX is held by 11 super-investors in our cohort, with a combined position value of $1.6B. The highest-conviction owner is John Armitage at 2.3% of their portfolio. Cohort ownership has shrunk from 11 to 10 over the last four quarters — net interest is fading. This quarter the cohort registered 2 new positions, 1 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (11) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 1.6% | 33q | $1.18B | 7,447,263 |
| 2 | John Armitage | 2.3% | 3q | $235M | 1,481,188 |
| 3 | Jensen Investment Management | 1.4% | 40q | $59M | 370,551 |
| 4 | Joel Greenblatt | <0.1% | 35q | $39M | 245,518 |
| 5 | Wallace Weitz | 2.1% | 12q | $30M | 191,980 |
| 6 | AKO Capital | 0.5% | 22q | $21M | 134,439 |
| 7 | Vulcan Value Partners | 0.4% | — 1q | $14M | 90,748 |
| 8 | Thomas Gayner | 0.1% | 31q | $12M | 72,850 |
| 9 | Robert Olstein | 1.5% | 30q | $7M | 37,000 |
| 10 | Hillman Capital Management | 1.4% | 18q | $2M | 12,541 |
| 11 | Lindsell Train | 0.1% | 25q | $2M | 11,800 |
- 1Bill Nygrenport1.6%val$1.18B7,447,263 sh·33q held
- 2John Armitageport2.3%val$235M1,481,188 sh·3q held
- 3Jensen Investment Managementport1.4%val$59M370,551 sh·40q held
- 4Joel Greenblattport<0.1%val$39M245,518 sh·35q held
- 5Wallace Weitzport2.1%val$30M191,980 sh·12q held
- 6AKO Capitalport0.5%val$21M134,439 sh·22q held
- 7Vulcan Value Partnersport0.4%val$14M90,748 sh·—1q held
- 8Thomas Gaynerport0.1%val$12M72,850 sh·31q held
- 9Robert Olsteinport1.5%val$7M37,000 sh·30q held
- 10Hillman Capital Managementport1.4%val$2M12,541 sh·18q held
- 11Lindsell Trainport0.1%val$2M11,800 sh·25q held
Owners of EFX also hold
Congress is trading EFX
Congress tracker →- Gilbert Cisnerossold$1,001 - $15,000 · 2026-04-14
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-03-13
- Rob Bresnahanbought$1,001 - $15,000 · 2025-04-08
- Byron Donaldssold$1,001 - $15,000 · 2025-03-20
- Byron Donaldssold$1,001 - $15,000 · 2025-03-20
- Josh Gottheimersold$1,001 - $15,000 · 2023-08-22
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | TRIM | 0.5% | -67% | $21M | Aug 12, 2026 |
| Vulcan Value Partners | NEW | 0.4% | +100% | $14M | Aug 10, 2026 |
| William Von Mueffling | EXIT | 2.1% | -100% | $0 | Jul 29, 2026 |
| John Armitage | NEW | 2.3% | +100% | $235M | Jul 21, 2026 |
Long US equity 13F-HR filings only. CUSIP 294429105. Not investment advice.