Dev Kantesaria - Valley Forge Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    7
Portfolio value:    $3,375,637,687
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
2026   Q1 0 0.00 Sell 100.00% 0.72 $156.47–211.12 · VW $177.79i SEC
2025   Q4 146,352 0.72 Add 1.63% 0.01 $166.02–228.67 · VW $201.22i $31,755,457 SEC
2025   Q3 144,000 0.89 $256.53 $36,940,320 SEC
2025   Q2 144,000 0.82 $259.37 $37,349,280 SEC
2025   Q1 144,000 0.80 $243.56 $35,072,640 SEC
2024   Q4 144,000 0.81 Buy 0.81 $234.32–281.07 · VW $253.53i $36,698,400 SEC
2018   Q2 0 0.00 Sell 100.00% 14.89 $113.27–136.09 · VW $127.78i SEC
2018   Q1 270,003 14.89 Add 11.80% 1.57 $110.55–125.48 · VW $116.66i $31,809,000 SEC
2017   Q4 241,503 15.03 Add 156.92% 9.18 $108.33–127.73 · VW $116.35i $28,478,000 SEC
2017   Q3 94,000 6.32 Buy 6.32 $89.59–143.37 · VW $115.69i $9,963,000 SEC
Price snapshot:
Current price$172.61
52-week low$150.75
52-week high$269.54