Equifax Inc (EFX) fell to 1.43% of Eric H. Schoenstein's Jensen Investment Management portfolio in 2026 Q2, from 2.78%, according to the 13F-HR filed with the SEC on August 7, 2026. The share count dropped 53% to 371K shares, and the position is worth about $58.8M and ranks 24th of 83 stocks by weight.
What did the 2026 Q2 filing report for EFX?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Before | After | |
|---|---|---|
| Shares | 783K | 371K |
| Shares sold | -413K (53%) | |
| Reported value | $141M | $58.8M |
| Portfolio weight | 2.78% | 1.43% |
| Rank in portfolio | 24th of 83 |
How much did Eric H. Schoenstein cut EFX?
Eric H. Schoenstein sold 413K shares of EFX during 2026 Q2, cutting the stake from 783K to 371K. The reported value of the position fell by about $82.2M, from about $141M to about $58.8M.
Where does EFX sit in the Eric H. Schoenstein portfolio?
EFX ranks 24th of 83 stock positions in the Eric H. Schoenstein portfolio at 1.43%, about the fund's average stock position of 1%. The largest stock position is GOOGL at 6.91%. Next come MSFT at 6.67% and AMZN at 6.09%. The three largest stocks together are 19.66% of the book. The EFX cut was the 14th largest of the quarter's 80 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Eric H. Schoenstein reported 83 stock positions, with 1 opened and 2 closed. The total portfolio value is about $4.1B, down 19% from the prior quarter.
How long has Eric H. Schoenstein held EFX?
Eric H. Schoenstein has held EFX since at least the quarter ended June 30, 2013, the start of the filings we track. The weight peaked at 4.03% in 2014 Q4. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 5%. Every reported trade is on the Eric H. Schoenstein EFX trade history page.
Did other funds buy or sell EFX in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 7, 2026, 7 hold EFX. Of those, 4 added to the position this quarter and 1 trimmed it. The largest buyers of EFX this quarter were John Armitage, Bill Nygren and Nathaniel Simons. The largest sellers were William Von Mueffling, Nicolai Tangen and Robert Olstein. Every tracked holder of EFX is on the EFX ownership page.
FAQ
How many EFX shares did Eric H. Schoenstein sell in 2026 Q2?
Eric H. Schoenstein sold 413K shares of EFX, 53% of the position, leaving 371K shares.
What remains of the EFX position of Eric H. Schoenstein?
Eric H. Schoenstein still holds 371K shares of EFX, worth about $58.8M at June 30, 2026 prices.
How much of the Eric H. Schoenstein portfolio is EFX now?
EFX is 1.43% of the Eric H. Schoenstein portfolio, down from 2.78% a quarter earlier.
Did other funds trim EFX in 2026 Q2?
Among the 7 other tracked funds that hold EFX, 1 trimmed it in 2026 Q2 and 4 added to it.