EFX
Equifax Inc
Equifax Inc historical holders
total: 16
Egerton Capital Equifax Inc transactions over time
- Total transactions:
- 4
- New positions:
- 2
- Sold out:
- 1
- Added:
- 1
- Held since:
- 2026 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q2
John Armitage has been an institutional investor in Equifax Inc (EFX) since 2019 Q2. According to 2026 Q2 report, John Armitage holds 1,481,188 shares with a market value of roughly $235.09M representing 2.27% of their equity portfolio. The fund/company first acquired EFX in 2019 Q2, initially purchasing 764,524 shares. John Armitage later completely sold out the position and reinvested in EFX again in 2026 Q2. Since the initial investment, Egerton Capital has made 3 more transactions in this position.
Does John Armitage still hold EFX?
Yes, John Armitage continues to hold Equifax Inc (EFX). According to their 2026 Q2 report, they maintain a position of 1,481,188 shares valued at approximately $235.09M, representing 2.27% of their equity portfolio.
When did John Armitage first invest in EFX?
John Armitage first invested in Equifax Inc (EFX) in 2019 Q2 at the reported quarter-end price of $135.24 per share, acquiring 764,524 shares in their initial purchase.
What is John Armitage's average cost basis for EFX?
Based on historical transaction data, John Armitage's estimated cost basis for Equifax Inc (EFX) is approximately $158.72 per share. This represents their average reported price* across all buy transactions.
Has John Armitage reinvested in EFX after selling?
Yes, John Armitage has shown renewed interest in Equifax Inc (EFX). After completely selling their position, they reinitiated an investment in 2026 Q2, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $158.72
EFX transactions history by Egerton Capital
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.27%
|
1,481,188
|
$158.72
|
$235,094,159
|
new
|
+2.27%
|
|
2019 Q4
|
0.00%
|
$140.67
|
-100% (-1,051,935)
|
|||
|
2019 Q3
|
1.06%
|
$140.67
|
+37.59% (+287,411)
|
|||
|
2019 Q2
|
0.76%
|
$135.24
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.