William Von Mueffling's Cantillon Capital Management exited Equifax Inc (EFX) during 2026 Q2, according to the 13F-HR filed with the SEC on July 29, 2026, selling all 1.79M shares. The position had been worth about $322.6M at the prior quarter-end and carried 2.14% of the book. EFX had been in the portfolio for 9.5 years, since the quarter ended December 31, 2016.
What did the 2026 Q2 filing report for EFX?
As of June 30, 2026, from the 13F-HR filed July 29, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.79M | 0 |
| Reported value | $322.6M | $0 |
| Portfolio weight | 2.14% | 0% |
| Held since | 2016 Q4 | sold out in 2026 Q2 |
| Quarters held | 38 |
What did William Von Mueffling sell?
William Von Mueffling sold 1.79M shares of EFX between the quarter ended March 31, 2026 and June 30, 2026. The EFX exit was the 22nd largest of the quarter's 38 position changes by percent change to portfolio.
Where does EFX sit in the William Von Mueffling portfolio?
Before the sale, EFX carried 2.14% of the William Von Mueffling portfolio, below the fund's average stock position of 4%. The largest stock position is AVGO at 10.61%. Next come GOOGL at 9.19% and TSM at 8.24%. The three largest stocks together are 28.04% of the book. Across the 2026 Q2 portfolio, William Von Mueffling reported 27 stock positions, with none opened and 11 closed. The total portfolio value is about $665.1M, down 96% from the prior quarter.
How long has William Von Mueffling held EFX?
William Von Mueffling held EFX for 9.5 years, from the quarter ended December 31, 2016 to March 31, 2026. The weight peaked at 3.83% in 2021 Q4. Last quarter the fund had added to the position by 4%. Every reported trade is on the William Von Mueffling 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 29, 2026, 8 still hold EFX. One other tracked fund sold out of it this quarter as well. Meanwhile 2 opened it. The largest buyers of EFX this quarter were John Armitage, Bill Nygren and Nathaniel Simons. The largest sellers were Eric H. Schoenstein, Nicolai Tangen and Robert Olstein. Every tracked holder of EFX is on the EFX ownership page.
FAQ
How many EFX shares did William Von Mueffling sell?
William Von Mueffling sold all 1.79M shares of EFX it reported a quarter earlier, worth about $322.6M.
When did William Von Mueffling first buy EFX?
William Von Mueffling first reported EFX in the quarter ended December 31, 2016.
How much of the William Von Mueffling portfolio was EFX?
EFX was 2.14% of the William Von Mueffling portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell EFX in 2026 Q2?
One other tracked fund sold out of EFX in 2026 Q2 and 2 trimmed it; 8 still hold it.