Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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 783,100 2.78 Reduce 5.01% 0.14 $156.47–211.12 · VW $177.79i $141,012,817 SEC
2025   Q4 824,439 2.81 Reduce 19.37% 0.63 $166.02–228.67 · VW $201.22i $178,886,774 SEC
2025   Q3 1,022,492 3.25 Reduce 0.40% 0.01 $201.56–271.84 · VW $228.59i $262,299,873 SEC
2025   Q2 1,026,607 3.12 Reduce 3.73% 0.11 $233.24–275.91 · VW $251.82i $266,271,058 SEC
2025   Q1 1,066,437 2.87 Reduce 13.37% 0.38 $199.98–281.03 · VW $248.40i $259,741,396 SEC
2024   Q4 1,231,044 2.84 Reduce 0.88% 0.03 $234.32–281.07 · VW $253.53i $313,731,563 SEC
2024   Q3 1,241,945 3.05 Reduce 17.51% 0.52 $241.20–309.63 · VW $270.80i $364,957,958 SEC
2024   Q2 1,505,501 2.99 Reduce 2.04% 0.06 $228.61–307.69 · VW $281.14i $365,023,772 SEC
2024   Q1 1,536,866 3.14 Reduce 0.80% 0.02 $213.02–274.75 · VW $239.72i $411,142,392 SEC
2023   Q4 1,549,231 2.90 Reduce 11.43% 0.29 $216.86–275.10 · VW $255.18i $383,109,334 SEC
2023   Q3 1,749,202 2.53 Add 11.34% 0.26 $159.95–218.09 · VW $198.58i $320,418,822 SEC
2023   Q2 1,570,978 2.71 Add 0.85% 0.02 $188.88–240.35 · VW $211.98i $369,651,123 SEC
2023   Q1 1,557,813 2.45 Reduce 3.35% 0.08 $189.94–216.78 · VW $205.11i $311,079,678 SEC
2022   Q4 1,611,758 2.45 Add 4.79% 0.11 $187.11–234.14 · VW $207.93i $313,261,285 SEC
2022   Q3 1,538,153 2.30 Add 13.59% 0.28 $145.98–208.87 · VW $184.07i $263,686,000 SEC
2022   Q2 1,354,123 2.05 Add 3.09% 0.06 $169.25–223.03 · VW $193.68i $247,507,000 SEC
2022   Q1 1,313,574 2.32 Add 5.88% 0.13 $185.76–243.79 · VW $210.71i $311,448,000 SEC
2021   Q4 1,240,583 2.55 Reduce 0.69% 0.02 $203.01–300.11 · VW $240.49i $363,230,000 SEC
2021   Q3 1,249,178 2.51 Reduce 5.36% 0.13 $240.11–292.11 · VW $270.29i $316,567,000 SEC
2021   Q2 1,319,948 2.39 Reduce 16.99% 0.39 $226.27–273.28 · VW $257.27i $316,141,000 SEC
2021   Q1 1,590,014 2.30 Add 3.60% 0.08 $162.81–242.13 · VW $213.33i $287,999,000 SEC
2020   Q4 1,534,741 2.45 Add 0.84% 0.02 $161.87–196.47 · VW $173.41i $295,959,000 SEC
2020   Q3 1,521,920 2.12 Add 12.96% 0.24 $135.98–174.72 · VW $159.20i $238,789,000 SEC
2020   Q2 1,347,335 2.22 Add 116.95% 1.20 $153.26–181.76 · VW $167.76i $231,580,000 SEC
2020   Q1 621,043 0.83 Add 430.35% 0.67 $103.01–163.04 · VW $139.87i $74,184,000 SEC
2019   Q4 117,100 0.16 Reduce 0.18% <0.01 $135.23–164.77 · VW $147.35i $16,408,000 SEC
2019   Q3 117,315 0.18 Reduce 1.20% <0.01 $131.57–148.59 · VW $139.93i $16,503,000 SEC
2019   Q2 118,745 0.18 Reduce 0.05% <0.01 $119.91–147.47 · VW $137.92i $16,059,000 SEC
2019   Q1 118,810 0.17 Reduce 1.34% <0.01 $107.58–126.89 · VW $118.46i $14,079,000 SEC
2018   Q4 120,420 0.16 Reduce 3.31% <0.01 $88.68–113.11 · VW $103.77i $11,215,000 SEC
2018   Q3 124,546 0.20 Reduce 1.42% <0.01 $90.54–138.69 · VW $110.63i $16,262,000 SEC
2018   Q2 126,340 0.21 Reduce 0.28% <0.01 $113.27–136.09 · VW $127.78i $15,806,000 SEC
2018   Q1 126,697 0.19 Reduce 1.24% <0.01 $110.55–125.48 · VW $116.66i $14,926,000 SEC
2017   Q4 128,283 0.19 Reduce 2.51% <0.01 $108.33–127.73 · VW $116.35i $15,127,000 SEC
2017   Q3 131,590 0.19 Reduce 2.86% <0.01 $89.59–143.37 · VW $115.69i $13,947,000 SEC
2017   Q2 135,466 0.25 Reduce 5.39% 0.01 $134.51–147.02 · VW $141.33i $18,616,000 SEC
2017   Q1 143,191 0.27 Reduce 1.14% <0.01 $130.90–139.89 · VW $135.86i $19,580,000 SEC
2016   Q4 144,837 0.25 Reduce 3.25% <0.01 $110.87–132.69 · VW $124.89i $17,124,000 SEC
2016   Q3 149,697 0.30 Reduce 2.34% <0.01 $112.73–135.32 · VW $120.83i $20,146,000 SEC
2016   Q2 153,288 0.31 Reduce 2.10% <0.01 $118.05–136.97 · VW $128.97i $19,682,000 SEC
2016   Q1 156,573 0.29 Reduce 1.98% <0.01 $104.66–126.51 · VW $118.97i $17,895,000 SEC
2015   Q4 159,741 0.30 Reduce 8.15% 0.02 $91.72–114.46 · VW $103.69i $17,790,000 SEC
2015   Q3 173,916 0.30 Reduce 86.39% 1.71 $94.59–112.63 · VW $106.24i $16,901,000 SEC
2015   Q2 1,277,393 1.98 Reduce 49.27% 1.76 $90.94–105.86 · VW $98.23i $124,022,000 SEC
2015   Q1 2,518,087 3.58 Reduce 21.89% 0.88 $90.71–100.93 · VW $97.32i $234,182,000 SEC
2014   Q4 3,223,733 4.03 Reduce 1.91% 0.07 $78.34–94.35 · VW $88.69i $260,703,000 SEC
2014   Q3 3,286,670 3.90 Reduce 3.21% 0.12 $69.04–80.00 · VW $76.20i $245,646,000 SEC
2014   Q2 3,395,794 3.71 Reduce 3.80% 0.13 $69.67–79.37 · VW $75.93i $246,331,000 SEC
2014   Q1 3,530,080 3.46 Add 1.10% 0.04 $64.75–72.90 · VW $69.48i $240,151,000 SEC
2013   Q4 3,491,694 3.43 Add 2.46% 0.08 $66.02–71.93 · VW $69.34i $241,241,000 SEC
2013   Q3 3,407,924 3.16 Add 9.57% 0.28 $58.75–68.29 · VW $64.79i $203,964,000 SEC
2013   Q2 3,110,196 3.01 Add 1.78% 0.05 $57.54–65.65 · VW $60.76i $183,284,000 SEC
2013   Q1 3,055,939 2.94 Add 3.36% 0.10 $54.77–63.91 · VW $59.86i $175,991,000 SEC
2012   Q4 2,956,471 2.99 Reduce 18.29% 0.55 $52.66–59.83 · VW $55.87i $160,004,000 SEC
2012   Q3 3,618,442 3.02 Reduce 19.10% 0.73 $45.55–51.86 · VW $49.55i $168,547,000 SEC
2012   Q2 4,473,002 3.80 Reduce 2.86% 0.10 $43.01–49.49 · VW $46.09i $208,441,000 SEC
2012   Q1 4,604,478 3.52 Reduce 3.90% 0.14 $41.33–47.24 · VW $44.58i $203,794,000 SEC
2011   Q4 4,791,373 3.48 Reduce 11.81% 0.20 $36.75–43.52 · VW $40.77i $185,617,000 SEC
2011   Q3 5,433,283 1.71 Reduce 1.44% 0.05 $29.07–37.21 · VW $34.48i $167,019,000 SEC
2011   Q2 5,512,405 3.34 Reduce 1.42% 0.06 $28.59–37.80 · VW $32.91i $191,390,000 SEC
2011   Q1 5,591,795 3.98 Add 3.08% 0.12 $35.13–39.90 · VW $37.61i $217,241,000 SEC
2010   Q4 5,424,876 4.02 Add 21.92% 0.72 $34.48–37.13 · VW $35.79i $193,126,000 SEC
2010   Q3 4,449,612 1.71 Add 9.01% 0.14 $29.52–35.12 · VW $33.08i $138,828,000 SEC
2010   Q2 4,081,717 1.62 Add 9.02% 0.13 $27.64–32.29 · VW $29.80i $114,533,000 SEC
2010   Q1 3,744,119 1.87 Reduce 0.28% 0.01 $28.88–36.63 · VW $31.92i $134,039,000 SEC
2009   Q4 3,754,817 3.68 Add 18.62% 0.58 $28.81–33.59 · VW $31.55i $115,986,000 SEC
2009   Q3 3,165,307 1.66 Add 1.98% 0.03 $25.92–29.60 · VW $28.06i $92,237,000 SEC
2009   Q2 3,103,757 1.70 Reduce 2.82% 0.05 $24.39–28.25 · VW $26.76i $81,008,000 SEC
2009   Q1 3,193,923 1.83 Add 1.28% 0.02 $19.63–29.62 · VW $25.49i $78,091,000 SEC
2008   Q4 3,153,677 1.76 Reduce 0.29% <0.01 $20.86–28.43 · VW $23.60i $83,636,000 SEC
2008   Q3 3,162,697 1.83 Add 1.42% 0.03 $19.38–37.19 · VW $27.34i $108,955,000 SEC
2008   Q2 3,118,437 2.02 Add 1.06% 0.02 $32.43–38.14 · VW $35.30i $104,842,000 SEC
2008   Q1 3,085,597 1.92 Reduce 1.52% 0.03 $32.72–39.95 · VW $36.94i $106,391,000 SEC
2007   Q4 3,133,342 1.86 Add 2.21% 0.04 $31.49–38.33 · VW $34.68i $113,928,000 SEC
2007   Q3 3,065,610 1.91 Add 3.06% 0.06 $35.22–40.21 · VW $37.55i $116,861,000 SEC
2007   Q2 2,974,690 2.30 Add 2.26% 0.05 $35.93–46.30 · VW $40.25i $132,136,000 SEC
2007   Q1 2,909,068 1.95 Add 0.90% 0.02 $35.91–42.14 · VW $40.03i $106,036,000 SEC
2006   Q4 2,883,168 4.34 Add 1.56% 0.07 $37.46–42.00 · VW $39.38i $117,057,000 SEC
2006   Q3 2,839,011 4.28 Reduce 0.35% 0.01 $31.65–38.89 · VW $36.18i $104,220,000 SEC
2006   Q2 2,848,886 4.23 Reduce 5.27% 0.24 $30.15–36.22 · VW $32.72i $97,831,000 SEC
2006   Q1 3,007,466 4.52 Reduce 13.72% 0.67 $35.32–38.86 · VW $36.75i $111,998,000 SEC
2005   Q4 3,485,816 4.89 Reduce 23.69% 1.31 $35.44–39.42 · VW $37.17i $132,531,000 SEC
2005   Q3 4,567,864 5.53 Reduce 0.04% <0.01 $32.77–38.90 · VW $36.66i $159,601,000 SEC
2005   Q2 4,569,574 5.52 Add 0.47% 0.03 $32.60–38.07 · VW $34.57i $163,179,000 SEC
2005   Q1 4,548,144 4.78 Add 2.89% 0.13 $29.63–36.52 · VW $33.61i $139,583,000 SEC
2004   Q4 4,420,569 4.35 Add 0.77% 0.03 $26.97–31.45 · VW $29.60i $124,218,000 SEC
2004   Q3 4,386,719 4.60 Add 9.94% 0.42 $24.05–28.46 · VW $26.71i $115,634,000 SEC
2004   Q2 3,989,969 4.06 Add 14.37% 0.51 $22.60–25.48 · VW $24.16i $98,752,000 SEC
2004   Q1 3,488,719 4.35 Add 2.45% 0.10 $23.52–27.37 · VW $25.13i $90,079,000 SEC
2003   Q4 3,405,319 4.31 Add 0.79% 0.03 $23.56–27.18 · VW $25.65i $83,430,000 SEC
2003   Q3 3,378,480 4.53 Add 5.21% 0.22 $21.71–24.86 · VW $23.40i $75,239,000 SEC
2003   Q2 3,211,270 5.47 Add 10.12% 0.50 $21.87–27.59 · VW $24.13i $83,493,000 SEC
2003   Q1 2,916,235 5.36 Add 11.66% 0.56 $17.84–25.34 · VW $22.83i $58,295,538 SEC
2002   Q4 2,611,717 5.73 Add 50.15% 1.91 $17.99–24.75 · VW $20.64i $60,435,000 SEC
2002   Q3 1,739,407 6.36 Add 15.09% 0.83 $20.03–25.80 · VW $23.38i $37,814,708,000 SEC
2002   Q2 1,511,377 7.85 Add 57.82% 2.88 $18.95–29.21 · VW $23.81i $40,807,179,000 SEC
2002   Q1 957,667 7.64 Add 84.04% 3.49 $26.85–31.10 · VW $28.53i $28,634,243,000 SEC
2001   Q4 520,347 5.88 Add 30.21% 1.36 $21.80–31.30 · VW $27.70i $12,566,380,000 SEC
2001   Q3 399,607 6.05 Add 8.54% 0.48 $18.60–26.35 · VW $23.28i $8,751,393,000 SEC
2001   Q2 368,182 8.99 Add 4.38% 0.38 $20.60–38.76 · VW $28.46i $13,504,916,000 SEC
2001   Q1 352,717 0.78 Add 5.47% 0.04 $28.38–35.30 · VW $32.92i $1,022,406,000 SEC
2000   Q4 334,427 6.59 Add 3.37% 0.21 $26.69–33.75 · VW $30.25i $9,594,711,000 SEC
2000   Q3 323,516 6.29 Buy 6.29 $24.38–36.50 · VW $31.38i $8,715,521,000 SEC
Price snapshot:
Current price$172.61
Avg. buy price$364.61
+/- since buy-52.66%
52-week low$150.75
52-week high$269.54