Oakmark Select Fund EFX trades
Bill Nygren
Bill Nygren Equifax Inc stake
total: 60
Trades details
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 4
- Held since:
- 2024 Q4
- Held for:
- 7 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Bill Nygren holds 1,414,000 Equifax Inc (EFX) shares with a market value of roughly $224.43M accounting for 2.70% of the overall portfolio. To date, the estimated cost basis is nearly $243.28 for "buy" trades. Oakmark Select Fund first purchased EFX in 2024 Q4, initially acquiring 863,000 shares. Since the initial investment in Equifax Inc (EFX), Oakmark Select Fund has made 4 more transactions.
When did Bill Nygren buy Equifax Inc (EFX)?
Bill Nygren first invested in Equifax Inc (EFX) in 2024 Q4 at the reported quarter-end price of $254.85 per share.
What's the cost basis of Oakmark Select Fund's EFX stake?
The estimated cost basis for Equifax Inc (EFX) stake is around $243.28 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $243.28
Bill Nygren's historical trades in Equifax Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.70%
|
1,414,000
|
$158.72
|
$224,430,080
|
+7.86% (+103,000)
|
+0.2%
|
|
2026 Q1
|
3.12%
|
1,311,000
|
$180.07
|
$236,071,770
|
+3.15% (+40,000)
|
+0.1%
|
|
2025 Q3
|
4.33%
|
1,271,000
|
$256.53
|
$326,049,630
|
+7.44% (+88,000)
|
+0.3%
|
|
2025 Q1
|
4.13%
|
1,183,000
|
$243.56
|
$288,131,480
|
+37.08% (+320,000)
|
+1.12%
|
|
2024 Q4
|
3.11%
|
863,000
|
$254.85
|
$219,935,550
|
new
|
+3.11%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.