John Armitage's Egerton Capital is back in Equifax Inc (EFX) in 2026 Q2, after 6.5 years out, according to the 13F-HR filed with the SEC on July 21, 2026. The filing lists 1.48M shares worth about $235.1M at June 30, 2026, 2.27% of the reported portfolio. EFX enters the book as the 14th largest of 23 stock positions.
What did the 2026 Q2 filing report for EFX?
As of June 30, 2026, from the 13F-HR filed July 21, 2026.
| Value | |
|---|---|
| Shares | 1.48M |
| Reported value | $235.1M |
| Portfolio weight | 2.27% |
| Rank in portfolio | 14th of 23 |
| Sold out in | 2019 Q4 |
| Out for | 6.5 years |
How big is the returning EFX position?
John Armitage opened 5 stock positions in 2026 Q2; EFX is the 2nd largest of them by weight. An average stock position in the John Armitage portfolio is 4% of the reported value, so the new name starts below the fund's typical size.
Where does EFX sit in the John Armitage portfolio?
EFX ranks 14th of 23 stock positions in the John Armitage portfolio at 2.27%, below the fund's average stock position of 4%. The largest stock position is V at 14.13%. Next come GOOG at 11.24% and APH at 8.29%. The three largest stocks together are 33.66% of the book. The EFX purchase was the 9th largest of the quarter's 29 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, John Armitage reported 23 stock positions, with 5 opened and 6 closed. The total portfolio value is about $10.4B, up 15% from the prior quarter.
When did John Armitage hold EFX before?
John Armitage held EFX before. The fund first reported the name in the quarter ended June 30, 2019, sold out in 2019 Q4 and is back after 6.5 years out. The new stake is already larger than any weight the fund reported for the name before. Every reported trade is on the John Armitage 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 July 21, 2026, 7 hold EFX. Of those, one opened it this quarter. Another 2 sold out of it. The largest buyers of EFX this quarter were Bill Nygren, Nathaniel Simons and Wallace Weitz. The largest sellers were William Von Mueffling, Eric H. Schoenstein and Nicolai Tangen. Every tracked holder of EFX is on the EFX ownership page.
FAQ
How many EFX shares does John Armitage hold?
John Armitage holds 1.48M shares of EFX as of June 30, 2026, worth about $235.1M.
What is EFX's weight in the John Armitage portfolio?
EFX is 2.27% of the John Armitage portfolio and ranks 14th of 23 stocks by weight.
Has John Armitage owned EFX before?
Yes. John Armitage held EFX before. The fund first reported the name in the quarter ended June 30, 2019, sold out in 2019 Q4 and is back after 6.5 years out.
How many other tracked funds hold EFX?
7 other tracked funds that had filed for 2026 Q2 hold EFX. One of them opened it this quarter.