Wallace Weitz
Weitz Value Fund
Wallace Weitz Equifax Inc stake
total: 53
Weitz Value Fund EFX trades
- Total transactions:
- 6
- New positions:
- 1
- Added:
- 4
- Reduced:
- 1
- Held since:
- 2023 Q3
- Held for:
- 11 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Wallace Weitz holds 120,000 Equifax Inc (EFX) shares with a market value of roughly $21.61M accounting for 3.44% of the overall portfolio. To date, the estimated cost basis is nearly $206.44 for "buy" trades and estimated average "sell" price is $180.07. Weitz Value Fund first purchased EFX in 2023 Q3, initially acquiring 90,000 shares. Since the initial investment in Equifax Inc (EFX), Weitz Value Fund has made 5 more transactions.
When did Wallace Weitz buy Equifax Inc (EFX)?
Wallace Weitz first invested in Equifax Inc (EFX) in 2023 Q3 at the reported quarter-end price of $183.18 per share.
What's the cost basis of Weitz Value Fund's EFX stake?
The estimated cost basis for Equifax Inc (EFX) stake is around $206.44 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $206.44
- Weighted AVG sell price:
- $180.07
Wallace Weitz's historical trades in Equifax Inc
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
3.44%
|
120,000
|
$180.07
|
$21,608,400
|
-15.79% (-22,500)
|
-0.53%
|
|
2025 Q1
|
4.04%
|
142,500
|
$243.56
|
$34,707,300
|
+7.55% (+10,000)
|
+0.28%
|
|
2024 Q4
|
3.65%
|
132,500
|
$254.85
|
$33,767,625
|
+10.42% (+12,500)
|
+0.34%
|
|
2024 Q2
|
3.27%
|
120,000
|
$242.46
|
$29,095,200
|
+23.08% (+22,500)
|
+0.61%
|
|
2023 Q4
|
2.72%
|
97,500
|
$247.29
|
$24,110,775
|
+8.33% (+7,500)
|
+0.21%
|
|
2023 Q3
|
1.97%
|
90,000
|
$183.18
|
$16,486,200
|
new
|
+1.97%
|
* 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.