Wallace Weitz's EFX Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 187,605 shares of Equifax Inc. (EFX) worth $33.78 M, representing 2.36% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Wallace Weitz has maintained a strategic position in EFX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 22,500 shares. Largest reduction occurred in Q1 2026, reducing 27,275 shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's Equifax (EFX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equifax (EFX) Trades by Wallace Weitz
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -27,275 | Reduce 12.69% | 187,605 | $180.07 |
| Q4 2025 | +280 | Add 0.13% | 214,880 | $216.98 |
| Q3 2025 | +4,250 | Add 2.02% | 214,600 | $256.53 |
| Q1 2025 | +21,850 | Add 11.59% | 210,350 | $243.56 |
| Q4 2024 | +12,500 | Add 7.10% | 188,500 | $254.85 |
| Q2 2024 | +22,500 | Add 14.66% | 176,000 | $242.46 |
| Q4 2023 | +7,500 | Add 5.14% | 153,500 | $247.29 |
| Q3 2023 | +146,000 | New Buy | 146,000 | $183.18 |
Wallace Weitz's Equifax Investment FAQs
Wallace Weitz first purchased Equifax Inc. (EFX) in Q3 2023, acquiring 146,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Equifax Inc. (EFX) for 11 quarters since Q3 2023.
Wallace Weitz's largest addition to Equifax Inc. (EFX) was in Q3 2023, adding 146,000 shares worth $26.74 M.
According to the latest 13F filing for Q1 2026, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 187,605 shares of Equifax Inc. (EFX), valued at approximately $33.78 M.
As of the Q1 2026 filing, Equifax Inc. (EFX) represents approximately 2.36% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings.
Wallace Weitz's peak holding in Equifax Inc. (EFX) was 214,880 shares, as reported at the end of Q4 2025.