Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
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
2023   Q1 0 0.00 Sell 100.00% 0.01 $189.94–216.78 · VW $205.11i SEC
2022   Q4 7,278 0.01 Buy 0.01 $187.11–234.14 · VW $207.93i $1,414,552 SEC
2020   Q2 0 0.00 Sell 100.00% 2.38 $153.26–181.76 · VW $167.76i SEC
2020   Q1 3,171,575 2.38 Reduce 8.03% 0.21 $103.01–163.04 · VW $139.87i $378,845,000 SEC
2019   Q4 3,448,313 2.66 Add 12.37% 0.29 $135.23–164.77 · VW $147.35i $483,178,000 SEC
2019   Q3 3,068,747 2.60 Buy 2.60 $131.57–148.59 · VW $139.93i $431,681,000 SEC
Price snapshot:
Current price$172.61
52-week low$150.75
52-week high$269.54