Harry Burn - Sound Shore Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
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
2004   Q2 0 0.00 Sell 100.00% 1.45 $22.60–25.48 · VW $24.16i SEC
2004   Q1 1,844,500 1.45 Reduce 42.25% 1.08 $23.52–27.37 · VW $25.13i $47,625,000 SEC
2003   Q4 3,194,200 2.55 Add 1.51% 0.04 $23.56–27.18 · VW $25.65i $78,258,000 SEC
2003   Q3 3,146,700 2.79 Reduce 0.46% 0.01 $21.71–24.86 · VW $23.40i $70,077,000 SEC
2003   Q2 3,161,400 3.05 Add 4.00% 0.12 $21.87–27.59 · VW $24.13i $82,196,000 SEC
2003   Q1 3,039,800 3.18 Add 31.74% 0.77 $17.84–25.34 · VW $22.83i $60,766,000 SEC
2002   Q4 2,307,500 2.41 Reduce 11.02% 0.30 $17.99–24.75 · VW $20.64i $53,396,000 SEC
2002   Q3 2,593,200 2.71 Reduce 7.69% 0.23 $20.03–25.80 · VW $23.38i $56,376,000 SEC
2002   Q2 2,809,300 2.97 Reduce 11.86% 0.40 $18.95–29.21 · VW $23.81i $75,851,000 SEC
2002   Q1 3,187,200 3.39 Add 64.19% 1.32 $26.85–31.10 · VW $28.53i $95,297,000 SEC
2001   Q3 1,941,200 1.95 Reduce 28.89% 1.13 $18.60–26.35 · VW $23.28i $42,512,000 SEC
2001   Q2 2,729,700 3.92 Add 41.11% 1.14 $20.60–38.76 · VW $28.46i $100,125,000 SEC
2001   Q1 1,934,400 2.37 Buy 2.37 $28.38–35.30 · VW $32.92i $60,450,000 SEC
Price snapshot:
Current price$172.61
52-week low$150.75
52-week high$269.54