← Holdings
EFX

Equifax Inc

2 managers · $1.2B total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
3
2025Q2 – 2026Q2 · flat QoQ
Total position
$1.2B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-1.09%$1.2B1.57%Deep value / Contrarian long-term
AKOTrim-66.7%$0M0.5%Quality growth / Concentrated long-term
What managers sayⓘ
2025-02-05Colossus (Invest Like the Best / Business Breakdowns)NeutralJack Henry: VMS King - [Business Breakdowns, EP.206]Detail →
2025-01-28Colossus (Invest Like the Best / Business Breakdowns)BearBlake Hall - Combat, Service, and Innovation - [Invest Like the Best, EP.408]Detail →
2023-10-04Colossus (Invest Like the Best / Business Breakdowns)BullEquifax: Your Score & More - [Business Breakdowns, EP.130]Detail →
2023-05-17Colossus (Invest Like the Best / Business Breakdowns)NeutralFICO: A High Score Business - [Business Breakdowns, EP.111]Detail →
2023-03-14Colossus (Invest Like the Best / Business Breakdowns)NeutralAuren Hoffman - A Deep Dive on Data - [Invest Like the Best, EP.320]Detail →
2013-12-31Robotti & CompanyNeutralRobotti & Company Advisors YE 2013 LetterDetail →
13D/G Ownership Filingsⓘ
SCHEDULE 13GHarris (Oakmark)6.2%February 17, 2026 ↗

Links open the original SEC EDGAR filing. Covers tracked managers only.

Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 5% · latest net margin 10.9% · FCF consistently positive

Revenue$6.07B
Rev. YoY+6.9%
Gross margin—
Net margin10.9%
Net income$0.66B
Free cash flow$1.13B
Operating cash flow$1.62B
ROE14.3%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.