John Armitage - Egerton Capital (UK) LLP
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 24
Portfolio value: $9,010,197,462
Holding/activity history for Equifax Inc. (EFX)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2019 Q4 |
0 |
0.00 |
Sell 100.00%
|
1.12 |
|
|
SEC |
| 2019 Q3 |
1,051,935 |
1.12 |
Add 37.59%
|
0.31 |
$140.67 |
$147,976,000 |
SEC |
| 2019 Q2 |
764,524 |
0.81 |
Buy
|
0.81 |
$135.24 |
$103,394,000 |
SEC |