EFX
Equifax Inc
10 super-investors hold EFX worth a combined $1.98B. The largest position: Jensen Investment Management at 2.8% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Cohort Conviction Score: 35 — ranked #200 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own EFX
Sentiment toward EFX is quietly fading: the cohort shrank from five owners to four in 2026Q1, as Valley Forge Capital Management exited entirely and AKO Capital trimmed its position — the first net reduction in ownership count after six consecutive quarters of stability. Ten super-investors hold the stock in aggregate, but the $2.0B in combined exposure is heavily skewed toward a handful of names: Bill Nygren accounts for roughly $1.4B of that total at 1.8% of his portfolio, while William Von Mueffling holds $323M at 2.1%. No one in the cohort added or initiated a position this quarter. Owner count has been flat-to-declining since rising from four to five three years ago, suggesting interest has plateaued rather than built.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 1.8% | 32q | $1.36B | 7,529,116 |
| 2 | William Von Mueffling | 2.1% | 38q | $323M | 1,791,379 |
| 3 | Jensen Investment Management | 2.8% | 40q | $141M | 783,100 |
| 4 | AKO Capital | 1.4% | 21q | $73M | 403,774 |
| 5 | Wallace Weitz | 2.4% | 11q | $34M | 187,605 |
| 6 | Joel Greenblatt | <0.1% | 35q | $32M | 175,055 |
| 7 | Thomas Gayner | 0.1% | 30q | $13M | 72,850 |
| 8 | Robert Olstein | 1.5% | 30q | $7M | 37,000 |
| 9 | Hillman Capital Management | 1.7% | 17q | $2M | 13,556 |
| 10 | Lindsell Train | 0.1% | 24q | $2M | 11,500 |
- 1Bill Nygrenport1.8%val$1.36B7,529,116 sh·32q held
- 2William Von Muefflingport2.1%val$323M1,791,379 sh·38q held
- 3Jensen Investment Managementport2.8%val$141M783,100 sh·40q held
- 4AKO Capitalport1.4%val$73M403,774 sh·21q held
- 5Wallace Weitzport2.4%val$34M187,605 sh·11q held
- 6Joel Greenblattport<0.1%val$32M175,055 sh·35q held
- 7Thomas Gaynerport0.1%val$13M72,850 sh·30q held
- 8Robert Olsteinport1.5%val$7M37,000 sh·30q held
- 9Hillman Capital Managementport1.7%val$2M13,556 sh·17q held
- 10Lindsell Trainport0.1%val$2M11,500 sh·24q held
Owners of EFX also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | TRIM | 1.4% | -47% | $73M | May 15, 2026 |
| Valley Forge Capital Management | EXIT | 0.7% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 294429105. Not investment advice.