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EFX - EQUIFAX INC

This page shows which of the focused investors we track hold EFX and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2018 it was held by 8 managers with an aggregate reported value of $329.81M, which is 0.04% of the combined portfolio.

As of Q4 2018, 8 tracked institutional managers held EFX (EQUIFAX INC) with an aggregate reported value of $329.81M — 0.04% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2018
Ticker
EFX

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1William Von Mueffling - Cantillon Capital Management2.72%Add +0.7%2,421,681$225.53M
2Terry Smith - Fundsmith0.31%New527,747$49.15M
3Bill Nygren - Oakmark Funds0.04%Add +13.7%234,908$21.88M
4First Eagle - First Eagle Investment Management0.04%-130,916$12.19M
5Jensen Investment Management - Jensen Investment Management0.16%Reduce -3.3%120,420$11.22M
6Robert Olstein - Olstein Capital Management0.65%New43,000$4.01M
7Thomas Gayner - Markel Asset Management0.00%New2,500$233K

Call holders — bullish via leverage

1 manager holds call options on EFX — a right to buy at strike. Notional value, not premium.

1First Eagle - First Eagle Investment Management-3,000$5.61M
Loading holder history for EFX…