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Michael Lindsell, Nick Train

Lindsell Train

Lindsell Train Equifax Inc stake

total: 40

Lindsell Train EFX trades

Total transactions:
6
New positions:
1
Added:
5
Held since:
2020 Q2
Held for:
25 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Lindsell Train holds 11,800 Equifax Inc (EFX) shares with a market value of roughly $1.87M accounting for 0.07% of the overall portfolio. To date, the estimated cost basis is nearly $180.1 for "buy" trades. Lindsell Train first purchased EFX in 2020 Q2, initially acquiring 9,400 shares. Since the initial investment in Equifax Inc (EFX), Lindsell Train has made 5 more transactions.

How many EFX shares does Lindsell Train currently hold?

According to 2026 Q2 report, Lindsell Train holds 11,800 shares of Equifax Inc (EFX), valued at around $1.87M.

When did Lindsell Train buy Equifax Inc (EFX)?

Lindsell Train first invested in Equifax Inc (EFX) in 2020 Q2 at the reported quarter-end price of $171.91 per share.

What's the cost basis of Lindsell Train's EFX stake?

The estimated cost basis for Equifax Inc (EFX) stake is around $180.10 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$180.10

Lindsell Train's historical trades in Equifax Inc

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.07%
11,800
$158.72
$1,872,896
+2.61% (+300)
+0%
2026 Q1
0.07%
11,500
$180.07
$2,070,805
+4.55% (+500)
+0%
2025 Q4
0.06%
11,000
$216.98
$2,386,780
+4.76% (+500)
+0%
2025 Q3
0.07%
10,500
$256.53
$2,693,565
+1.94% (+200)
+0%
2023 Q2
0.04%
10,300
$235.22
$2,422,766
+9.57% (+900)
+0%
2020 Q2
0.03%
$171.91
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.
* 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.