Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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 187,605 2.36 Reduce 12.69% 0.35 $156.47–211.12 · VW $177.79i $33,782,032 SEC
2025   Q4 214,880 2.76 Add 0.13% <0.01 $166.02–228.67 · VW $201.22i $46,624,662 SEC
2025   Q3 214,600 2.99 Add 2.02% 0.06 $201.56–271.84 · VW $228.59i $55,051,338 SEC
2025   Q2 210,350 2.94 $259.37 $54,558,480 SEC
2025   Q1 210,350 2.73 Add 11.59% 0.28 $199.98–281.03 · VW $248.40i $51,232,846 SEC
2024   Q4 188,500 2.48 Add 7.10% 0.16 $234.32–281.07 · VW $253.53i $48,039,225 SEC
2024   Q3 176,000 2.55 $293.86 $51,719,360 SEC
2024   Q2 176,000 2.25 Add 14.66% 0.29 $228.61–307.69 · VW $281.14i $42,672,960 SEC
2024   Q1 153,500 2.09 $267.52 $41,064,320 SEC
2023   Q4 153,500 2.01 Add 5.14% 0.10 $216.86–275.10 · VW $255.18i $37,959,015 SEC
2023   Q3 146,000 1.48 Buy 1.48 $159.95–218.09 · VW $198.58i $26,744,280 SEC
Price snapshot:
Current price$172.61
Avg. buy price$203.43
+/- since buy-15.15%
52-week low$150.75
52-week high$269.54