Equifax Inc (EFX) grew to 1.96% of the Vulcan Value Partners portfolio in 2026 Q3, from 0.44%, according to the 13F-HR filed with the SEC on November 10, 2026. The share count rose 392% to 446K shares, and the position is worth about $61.2M and ranks 14th of 34 stocks by weight.
What did the 2026 Q3 filing report for EFX?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Before | After | |
|---|---|---|
| Shares | 90.7K | 446K |
| Shares added | +356K (392%) | |
| Reported value | $14.4M | $61.2M |
| Portfolio weight | 0.44% | 1.96% |
| Rank in portfolio | 14th of 34 |
How much did Vulcan Value Partners add to EFX?
Vulcan Value Partners added 356K shares of EFX during 2026 Q3, taking the stake from 90.7K to 446K. The reported value of the position rose by about $46.8M, from about $14.4M to about $61.2M.
Where does EFX sit in the Vulcan Value Partners portfolio?
EFX ranks 14th of 34 stock positions in the Vulcan Value Partners portfolio at 1.96%, below the fund's average stock position of 3%. The EFX addition was the largest of the quarter's 38 position changes by percent change to portfolio. The largest stock position is MSFT at 14.93%. Next come EG at 11.25% and RYAN at 8.11%. The three largest stocks together are 34.28% of the book. Across the 2026 Q3 portfolio, Vulcan Value Partners reported 34 stock positions, with 2 opened and 4 closed. The total portfolio value is about $3.13B, down 5% from the prior quarter.
How long has Vulcan Value Partners held EFX?
Vulcan Value Partners first reported EFX in the quarter ended June 30, 2026. Every reported trade is on the Vulcan Value Partners EFX trade history page.
FAQ
How many EFX shares did Vulcan Value Partners buy in 2026 Q3?
Vulcan Value Partners added 356K shares of EFX, a 392% increase, to 446K shares.
What is the EFX position of Vulcan Value Partners worth now?
The EFX position of Vulcan Value Partners is worth about $61.2M at September 30, 2026 prices, 1.96% of the portfolio.
Is EFX a top holding of Vulcan Value Partners?
EFX ranks 14th of 34 stock positions in the Vulcan Value Partners portfolio, at 1.96%.