John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
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
2019   Q4 0 0.00 Sell 100.00% 1.12 $135.23–164.77 · VW $147.35i SEC
2019   Q3 1,051,935 1.12 Add 37.59% 0.31 $131.57–148.59 · VW $139.93i $147,976,000 SEC
2019   Q2 764,524 0.81 Buy 0.81 $119.91–147.47 · VW $137.92i $103,394,000 SEC
Price snapshot:
Current price$172.61
52-week low$150.75
52-week high$269.54