John Armitage's Egerton Capital exited Equifax Inc (EFX) during 2026 Q3, according to the 13F-HR filed with the SEC on October 20, 2026, selling all 1.48M shares. The position had been worth about $235M at the prior quarter-end and carried 2.27% of the book. EFX had been in the portfolio for 1 quarter, since the quarter ended June 30, 2026.
What did the 2026 Q3 filing report for EFX?
As of September 30, 2026, from the 13F-HR filed October 20, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.48M | 0 |
| Reported value | $235M | $0 |
| Portfolio weight | 2.27% | 0% |
| Held since | 2026 Q2 | sold out in 2026 Q3 |
| Quarters held | 1 |
What did John Armitage sell?
John Armitage sold 1.48M shares of EFX between the quarter ended June 30, 2026 and September 30, 2026. The EFX exit was the 6th largest of the quarter's 27 position changes by percent change to portfolio.
Where does EFX sit in the John Armitage portfolio?
Before the sale, EFX carried 2.27% of the John Armitage portfolio, below the fund's average stock position of 4%. The largest stock position is V at 14.93%. Next come AMZN at 11.96% and APH at 9.19%. The three largest stocks together are 36.08% of the book. Across the 2026 Q3 portfolio, John Armitage reported 23 stock positions, with 4 opened and 4 closed. The total portfolio value is about $9.82B, down 5% from the prior quarter.
How long has John Armitage held EFX?
John Armitage held EFX for 1 quarter, from the quarter ended June 30, 2026 to June 30, 2026. The fund sold out of the name in 2019 Q4 and came back in 2026 Q2. The weight peaked at 2.27% in 2026 Q2. Every reported trade is on the John Armitage EFX trade history page.
FAQ
How many EFX shares did John Armitage sell?
John Armitage sold all 1.48M shares of EFX it reported a quarter earlier, worth about $235M.
When did John Armitage first buy EFX?
John Armitage first reported EFX in the quarter ended June 30, 2019.
How much of the John Armitage portfolio was EFX?
EFX was 2.27% of the John Armitage portfolio at the prior quarter-end, and 0% after the sale.