Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
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 72,850 0.11 $180.07 $13,118,100 SEC
2025   Q4 72,850 0.13 $216.98 $15,806,993 SEC
2025   Q3 72,850 0.15 $256.53 $18,688,211 SEC
2025   Q2 72,850 0.16 $259.37 $18,895,105 SEC
2025   Q1 72,850 0.16 $243.56 $17,743,346 SEC
2024   Q4 72,850 0.16 $254.85 $18,565,823 SEC
2024   Q3 72,850 0.19 Reduce 25.55% 0.06 $241.20–309.63 · VW $270.80i $21,407,701 SEC
2024   Q2 97,850 0.23 $242.46 $23,724,711 SEC
2024   Q1 97,850 0.26 $267.52 $26,176,831 SEC
2023   Q4 97,850 0.26 Add 11.38% 0.03 $216.86–275.10 · VW $255.18i $24,197,326 SEC
2023   Q3 87,850 0.19 $183.18 $16,092,364 SEC
2023   Q2 87,850 0.25 $235.30 $20,671,105 SEC
2023   Q1 87,850 0.23 $202.84 $17,819,494 SEC
2022   Q4 87,850 0.23 Add 23.99% 0.04 $187.11–234.14 · VW $207.93i $17,074,525 SEC
2022   Q3 70,850 0.18 Add 1.87% <0.01 $145.98–208.87 · VW $184.07i $12,146,000 SEC
2022   Q2 69,550 0.18 Reduce 44.43% 0.16 $169.25–223.03 · VW $193.68i $12,711,000 SEC
2022   Q1 125,150 0.36 Add 2.50% <0.01 $185.76–243.79 · VW $210.71i $29,673,000 SEC
2021   Q4 122,100 0.41 $292.79 $35,750,000 SEC
2021   Q3 122,100 0.39 $253.42 $30,943,000 SEC
2021   Q2 122,100 0.37 $239.51 $29,244,000 SEC
2021   Q1 122,100 0.31 Add 7.11% 0.02 $162.81–242.13 · VW $213.33i $22,116,000 SEC
2020   Q4 114,000 0.33 $192.84 $21,984,000 SEC
2020   Q3 114,000 0.31 $156.90 $17,887,000 SEC
2020   Q2 114,000 0.37 $171.88 $19,594,000 SEC
2020   Q1 114,000 0.26 Add 6.05% 0.01 $103.01–163.04 · VW $139.87i $13,617,000 SEC
2019   Q4 107,500 0.21 Add 27.22% 0.04 $135.23–164.77 · VW $147.35i $15,063,000 SEC
2019   Q3 84,500 0.18 Add 44.44% 0.06 $131.57–148.59 · VW $139.93i $11,887,000 SEC
2019   Q2 58,500 0.12 Add 64.79% 0.05 $119.91–147.47 · VW $137.92i $7,912,000 SEC
2019   Q1 35,500 0.07 Add 1320.00% 0.07 $107.58–126.89 · VW $118.46i $4,207,000 SEC
2018   Q4 2,500 <0.01 Buy <0.01 $88.68–113.11 · VW $103.77i $233,000 SEC
Price snapshot:
Current price$172.61
Avg. buy price$158.44
+/- since buy8.94%
52-week low$150.75
52-week high$269.54