John Armitage
Egerton Capital
John Armitage Equifax Inc stake
total: 222
Egerton Capital EFX trades
- Total transactions:
- 4
- New positions:
- 2
- Sold out:
- 1
- Added:
- 1
- Held since:
- 2026 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, John Armitage holds 1,481,188 Equifax Inc (EFX) shares with a market value of roughly $235.09M accounting for 2.27% of the overall portfolio. To date, the estimated cost basis is nearly $158.72 for "buy" trades. Egerton Capital first purchased EFX in 2019 Q2, initially acquiring 764,524 shares. John Armitage later completely sold out the position and invested in Equifax Inc again in 2026 Q2. Since the initial investment in Equifax Inc (EFX), Egerton Capital has made 3 more transactions.
When did John Armitage buy Equifax Inc (EFX)?
John Armitage first invested in Equifax Inc (EFX) in 2019 Q2 at the reported quarter-end price of $135.24 per share.
What's the cost basis of Egerton Capital's EFX stake?
The estimated cost basis for Equifax Inc (EFX) stake is around $158.72 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $158.72
John Armitage's historical trades in Equifax Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.27%
|
1,481,188
|
$158.72
|
$235,094,159
|
new
|
+2.27%
|
|
2019 Q4
|
0.00%
|
$140.67
|
-100% (-1,051,935)
|
|||
|
2019 Q3
|
1.06%
|
$140.67
|
+37.59% (+287,411)
|
|||
|
2019 Q2
|
0.76%
|
$135.24
|
new
|
|||
* 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.