John Armitage's EFX Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 1.48 M shares of Equifax Inc. (EFX) worth $235.09 M, representing 2.27% of the portfolio. First purchased in 2019-Q2, this short-term holding has been held for 4 quarters.
Based on 13F filings, John Armitage has maintained this position in EFX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 1.48 M shares. Largest reduction occurred in Q4 2019, reducing 1.05 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Equifax (EFX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equifax (EFX) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1.48 M | New Buy | 1.48 M | $158.72 |
| Q4 2019 | -1.05 M | Sold Out | 0 | $0.00 |
| Q3 2019 | +287,411 | Add 37.59% | 1.05 M | $140.67 |
| Q2 2019 | +764,524 | New Buy | 764,524 | $135.24 |
John Armitage's Equifax Investment FAQs
John Armitage first purchased Equifax Inc. (EFX) in Q2 2019, acquiring 764,524 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Equifax Inc. (EFX) for 4 quarters since Q2 2019.
John Armitage's largest addition to Equifax Inc. (EFX) was in Q2 2026, adding 1,481,188 shares worth $235.09 M.
According to the latest 13F filing for Q2 2026, John Armitage's firm, Egerton Capital (Uk) Llp, owns 1,481,188 shares of Equifax Inc. (EFX), valued at approximately $235.09 M.
As of the Q2 2026 filing, Equifax Inc. (EFX) represents approximately 2.27% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Equifax Inc. (EFX) was 1,481,188 shares, as reported at the end of Q2 2026.