David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Equifax Inc. (EFX)
← All EFX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2001   Q3 0 0.00 Sell 100.00% 1.45 $18.60–26.35 · VW $23.28i SEC
2001   Q2 216,417 1.45 Reduce 41.05% 0.91 $20.60–38.76 · VW $28.46i $7,938,000 SEC
2001   Q1 367,110 2.21 Add 3.22% 0.07 $28.38–35.30 · VW $32.92i $11,472,000 SEC
2000   Q4 355,660 2.00 Add 1.02% 0.02 $26.69–33.75 · VW $30.25i $10,203,000 SEC
2000   Q3 352,085 2.28 Add 27.55% 0.49 $24.38–36.50 · VW $31.38i $9,484,000 SEC
2000   Q2 276,035 2.85 Add 3.50% 0.10 $23.25–28.44 · VW $25.71i $7,246,000 SEC
2000   Q1 266,710 2.56 Add 236.86% 1.80 $20.38–29.69 · VW $25.92i $6,734,000 SEC
1999   Q4 79,175 0.61 Buy 0.61 $19.88–24.88 · VW $21.98i $1,866,000 SEC
Price snapshot:
Current price$172.61
52-week low$150.75
52-week high$269.54