William von Mueffling - Cantillon Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $15,050,978,966
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 1,791,379 2.14 Add 3.91% 0.08 $156.47–211.12 · VW $177.79i $322,573,617 SEC
2025   Q4 1,723,998 2.02 Add 0.76% 0.02 $166.02–228.67 · VW $201.22i $374,073,086 SEC
2025   Q3 1,711,003 2.42 Reduce 1.08% 0.03 $201.56–271.84 · VW $228.59i $438,923,599 SEC
2025   Q2 1,729,771 2.59 Reduce 2.83% 0.08 $233.24–275.91 · VW $251.82i $448,650,704 SEC
2025   Q1 1,780,067 2.81 Reduce 3.00% 0.08 $199.98–281.03 · VW $248.40i $433,553,119 SEC
2024   Q4 1,835,102 2.83 Add 0.53% 0.02 $234.32–281.07 · VW $253.53i $467,675,745 SEC
2024   Q3 1,825,400 3.28 Reduce 2.90% 0.09 $241.20–309.63 · VW $270.80i $536,412,044 SEC
2024   Q2 1,879,834 3.05 Reduce 4.84% 0.16 $228.61–307.69 · VW $281.14i $455,784,552 SEC
2024   Q1 1,975,502 3.32 Reduce 1.96% 0.07 $213.02–274.75 · VW $239.72i $528,486,295 SEC
2023   Q4 2,015,075 3.33 Reduce 2.37% 0.07 $216.86–275.10 · VW $255.18i $498,307,897 SEC
2023   Q3 2,063,912 2.80 Reduce 0.39% 0.01 $159.95–218.09 · VW $198.58i $378,067,400 SEC
2023   Q2 2,072,006 3.41 Add 6.36% 0.20 $188.88–240.35 · VW $211.98i $487,543,012 SEC
2023   Q1 1,948,113 3.22 Reduce 1.61% 0.05 $189.94–216.78 · VW $205.11i $395,155,241 SEC
2022   Q4 1,980,018 3.26 Reduce 1.78% 0.06 $187.11–234.14 · VW $207.93i $384,836,298 SEC
2022   Q3 2,015,876 3.13 Reduce 0.76% 0.02 $145.98–208.87 · VW $184.07i $345,582,000 SEC
2022   Q2 2,031,359 3.10 Reduce 0.32% 0.01 $169.25–223.03 · VW $193.68i $371,292,000 SEC
2022   Q1 2,037,897 3.45 Add 2.91% 0.10 $185.76–243.79 · VW $210.71i $483,185,000 SEC
2021   Q4 1,980,280 3.83 Reduce 7.06% 0.26 $203.01–300.11 · VW $240.49i $579,806,000 SEC
2021   Q3 2,130,761 3.68 Reduce 1.61% 0.06 $240.11–292.11 · VW $270.29i $539,978,000 SEC
2021   Q2 2,165,578 3.49 Reduce 1.64% 0.05 $226.27–273.28 · VW $257.27i $518,678,000 SEC
2021   Q1 2,201,794 2.90 Reduce 3.51% 0.12 $162.81–242.13 · VW $213.33i $398,811,000 SEC
2020   Q4 2,281,774 3.30 Reduce 0.34% 0.01 $161.87–196.47 · VW $173.41i $440,017,000 SEC
2020   Q3 2,289,609 3.00 Reduce 1.02% 0.04 $135.98–174.72 · VW $159.20i $359,240,000 SEC
2020   Q2 2,313,199 3.45 Add 0.80% 0.03 $153.26–181.76 · VW $167.76i $397,592,000 SEC
2020   Q1 2,294,746 3.03 Reduce 0.15% <0.01 $103.01–163.04 · VW $139.87i $274,108,000 SEC
2019   Q4 2,298,137 2.99 Reduce 2.17% 0.07 $135.23–164.77 · VW $147.35i $322,015,000 SEC
2019   Q3 2,349,091 3.21 Reduce 0.60% 0.02 $131.57–148.59 · VW $139.93i $330,446,000 SEC
2019   Q2 2,363,230 3.23 Reduce 2.00% 0.06 $119.91–147.47 · VW $137.92i $319,603,000 SEC
2019   Q1 2,411,525 3.04 Reduce 0.42% 0.01 $107.58–126.89 · VW $118.46i $285,765,000 SEC
2018   Q4 2,421,681 2.72 Add 0.66% 0.02 $88.68–113.11 · VW $103.77i $225,531,000 SEC
2018   Q3 2,405,738 3.53 Add 29.50% 0.80 $90.54–138.69 · VW $110.63i $314,117,000 SEC
2018   Q2 1,857,752 2.50 Reduce 2.85% 0.07 $113.27–136.09 · VW $127.78i $232,423,000 SEC
2018   Q1 1,912,156 2.56 Reduce 2.02% 0.06 $110.55–125.48 · VW $116.66i $225,271,000 SEC
2017   Q4 1,951,536 2.73 Reduce 6.34% 0.16 $108.33–127.73 · VW $116.35i $230,125,000 SEC
2017   Q3 2,083,559 2.57 Add 128.99% 1.45 $89.59–143.37 · VW $115.69i $220,837,000 SEC
2017   Q2 909,901 1.56 Add 15.19% 0.21 $134.51–147.02 · VW $141.33i $125,039,000 SEC
2017   Q1 789,919 1.38 Add 56.42% 0.50 $130.90–139.89 · VW $135.86i $108,013,000 SEC
2016   Q4 504,990 0.84 Buy 0.84 $110.87–132.69 · VW $124.89i $59,704,000 SEC
2004   Q1 0 0.00 Sell 100.00% 1.92 $23.52–27.37 · VW $25.13i SEC
2003   Q4 507,000 1.92 $24.50 $12,422,000 SEC
Price snapshot:
Current price$172.61
Avg. buy price$132.10
+/- since buy30.67%
52-week low$150.75
52-week high$269.54