Nicolai Tangen - AKO Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $5,108,383,000
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 403,774 1.42 Reduce 47.28% 1.20 $156.47–211.12 · VW $177.79i $72,708,000 SEC
2025   Q4 765,955 2.53 Reduce 18.37% 0.63 $166.02–228.67 · VW $201.22i $166,197,000 SEC
2025   Q3 938,348 3.42 Add 2.91% 0.10 $201.56–271.84 · VW $228.59i $240,714,000 SEC
2025   Q2 911,820 2.98 Add 19.52% 0.49 $233.24–275.91 · VW $251.82i $236,499,000 SEC
2025   Q1 762,905 2.41 Add 5.05% 0.12 $199.98–281.03 · VW $248.40i $185,813,000 SEC
2024   Q4 726,246 2.56 Add 32.09% 0.62 $234.32–281.07 · VW $253.53i $185,084,000 SEC
2024   Q3 549,812 2.11 Reduce 21.00% 0.49 $241.20–309.63 · VW $270.80i $161,568,000 SEC
2024   Q2 695,966 2.32 Add 4.84% 0.11 $228.61–307.69 · VW $281.14i $168,744,000 SEC
2024   Q1 663,812 2.52 Reduce 0.42% <0.01 $213.02–274.75 · VW $239.72i $177,583,000 SEC
2023   Q4 666,628 2.35 Add 30.78% 0.55 $216.86–275.10 · VW $255.18i $164,850,000 SEC
2023   Q3 509,736 1.52 Reduce 34.82% 0.97 $159.95–218.09 · VW $198.58i $93,373,000 SEC
2023   Q2 782,012 2.78 Reduce 4.25% 0.11 $188.88–240.35 · VW $211.98i $184,007,000 SEC
2023   Q1 816,735 2.52 Reduce 32.15% 1.22 $189.94–216.78 · VW $205.11i $165,667,000 SEC
2022   Q4 1,203,759 3.78 Reduce 40.98% 2.36 $187.11–234.14 · VW $207.93i $233,963,000 SEC
2022   Q3 2,039,467 5.77 Reduce 8.23% 0.47 $145.98–208.87 · VW $184.07i $349,626,000 SEC
2022   Q2 2,222,389 5.69 Add 8.02% 0.42 $169.25–223.03 · VW $193.68i $406,208,000 SEC
2022   Q1 2,057,417 5.27 Add 25.27% 1.06 $185.76–243.79 · VW $210.71i $487,814,000 SEC
2021   Q4 1,642,337 4.68 Add 6.46% 0.28 $203.01–300.11 · VW $240.49i $480,860,000 SEC
2021   Q3 1,542,628 4.05 Add 13.20% 0.47 $240.11–292.11 · VW $270.29i $390,933,000 SEC
2021   Q2 1,362,775 3.68 Add 197.17% 2.44 $226.27–273.28 · VW $257.27i $326,398,000 SEC
2021   Q1 458,577 1.03 Buy 1.03 $162.81–242.13 · VW $213.33i $83,062,000 SEC
Price snapshot:
Current price$172.61
Avg. buy price$241.65
+/- since buy-28.57%
52-week low$150.75
52-week high$269.54