John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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
2010   Q2 0 0.00 Sell 100.00% 1.95 $27.64–32.29 · VW $29.80i SEC
2010   Q1 2,449,137 1.95 Reduce 33.01% 0.89 $28.88–36.63 · VW $31.92i $87,679,105,000 SEC
2009   Q4 3,656,194 2.69 Reduce 0.45% 0.01 $28.81–33.59 · VW $31.55i $112,939,833,000 SEC
2009   Q3 3,672,788 3.19 Add 5.94% 0.18 $25.92–29.60 · VW $28.06i $107,025,111,000 SEC
2009   Q2 3,466,846 2.88 Reduce 6.73% 0.22 $24.39–28.25 · VW $26.76i $90,484,681,000 SEC
2009   Q1 3,717,101 3.32 Reduce 21.70% 0.77 $19.63–29.62 · VW $25.49i $90,883,120,000 SEC
2008   Q4 4,747,189 3.53 Reduce 29.68% 1.18 $20.86–28.43 · VW $23.60i $125,895,453,000 SEC
2008   Q3 6,751,137 3.96 Add 2451.49% 3.81 $19.38–37.19 · VW $27.34i $232,576,670,000 SEC
2008   Q2 264,596 3.66 Reduce 96.90% 3.83 $32.43–38.14 · VW $35.30i $272,090,290,000 SEC
2008   Q1 8,543,351 3.95 Reduce 3.21% 0.12 $32.72–39.95 · VW $36.94i $294,575,152,000 SEC
2007   Q4 8,826,827 3.63 Add 5.51% 0.19 $31.49–38.33 · VW $34.68i $320,944,160,000 SEC
2007   Q3 8,365,792 3.35 Add 13.27% 0.39 $35.22–40.21 · VW $37.55i $318,903,345,000 SEC
2007   Q1 7,385,832 2.68 Add 52.64% 0.93 $35.91–42.14 · VW $40.03i $269,213,565,000 SEC
2006   Q4 4,838,874 1.83 Reduce 1.60% 0.03 $37.46–42.00 · VW $39.38i $196,458,521,000 SEC
2006   Q3 4,917,404 1.63 Reduce 3.57% 0.05 $31.65–38.89 · VW $36.18i $180,518,160,000 SEC
2006   Q2 5,099,542 1.31 Reduce 6.81% 0.10 $30.15–36.22 · VW $32.72i $175,117,803,000 SEC
2006   Q1 5,472,271 1.47 Reduce 10.82% 0.18 $35.32–38.86 · VW $36.75i $203,787,000 SEC
2005   Q4 6,136,481 1.66 Reduce 6.61% 0.10 $35.44–39.42 · VW $37.17i $233,309,000 SEC
2005   Q3 6,570,463 1.54 Reduce 6.29% 0.11 $32.77–38.90 · VW $36.66i $229,572,000 SEC
2005   Q2 7,011,663 1.71 Reduce 19.91% 0.36 $32.60–38.07 · VW $34.57i $250,387,000 SEC
2005   Q1 8,754,605 1.82 Add 0.39% <0.01 $29.63–36.52 · VW $33.61i $268,679,000 SEC
2004   Q4 8,720,655 1.58 Add 5.60% 0.08 $26.97–31.45 · VW $29.60i $245,050,000 SEC
2004   Q3 8,258,251 1.60 Add 15.39% 0.21 $24.05–28.46 · VW $26.71i $217,687,000 SEC
2004   Q2 7,157,092 0.04 Add 2.48% <0.01 $22.60–25.48 · VW $24.16i $177,138,000 SEC
2004   Q1 6,983,746 1.38 Add 7.76% 0.10 $23.52–27.37 · VW $25.13i $180,320,000 SEC
2003   Q4 6,481,001 1.31 Add 8.32% 0.10 $23.56–27.18 · VW $25.65i $158,784,000 SEC
2003   Q3 5,983,326 1.35 Add 27.04% 0.29 $21.71–24.86 · VW $23.40i $133,249,000 SEC
2003   Q2 4,709,971 1.39 Reduce 22.38% <0.01 $21.87–27.59 · VW $24.13i $122,459,000 SEC
2003   Q1 6,067,670 0.03 Reduce 1.59% 0.03 $17.84–25.34 · VW $22.83i $121,292,000 SEC
2002   Q4 6,165,571 1.93 Add 3.36% 0.06 $17.99–24.75 · VW $20.64i $142,671,000 SEC
2002   Q3 5,965,324 0.02 Reduce 44.77% 0.99 $20.03–25.80 · VW $23.38i $129,686,000 SEC
2002   Q2 10,801,582 2.22 Add 12.17% 0.24 $18.95–29.21 · VW $23.81i $291,642,714,000 SEC
2002   Q1 9,629,360 1.55 Add 268.08% 1.13 $26.85–31.10 · VW $28.53i $263,074,116,000 SEC
2001   Q3 2,616,115 1.23 Add 19.72% 0.20 $18.60–26.35 · VW $23.28i $57,293,000 SEC
2001   Q2 2,185,250 1.70 Add 14.18% 0.21 $20.60–38.76 · VW $28.46i $80,155,000 SEC
2001   Q1 1,913,795 1.41 Add 11.55% 0.15 $28.38–35.30 · VW $32.92i $59,807,000 SEC
2000   Q4 1,715,605 1.62 Add 3.30% 0.05 $26.69–33.75 · VW $30.25i $49,217,000 SEC
2000   Q3 1,660,815 1.28 Reduce 2.65% 0.03 $24.38–36.50 · VW $31.38i $44,738,000 SEC
2000   Q2 1,706,070 0.98 $25.25 $43,078,000 SEC
2000   Q1 1,706,070 0.98 Add 13.85% 0.12 $20.38–29.69 · VW $25.92i $43,078,000 SEC
1999   Q4 1,498,575 1.58 Add 169.22% 1.00 $19.88–24.88 · VW $21.98i $35,310,000 SEC
1999   Q2 556,635 0.02 Reduce 8.00% 0.10 $27.50–36.94 · VW $31.65i $19,865,000 SEC
1999   Q1 605,035 1.21 $34.37 $20,798,000 SEC
Price snapshot:
Current price$172.61
52-week low$150.75
52-week high$269.54