← Top Holdings

EFXEQUIFAX INC

CUSIP: 294429105

🔥 Bought by 2 superinvestors this quarter

8

Guru Owners

$1.88B

Total Value Held

8.7M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill Nygren	Harris Associates	7557127	$1.64B	2.07%	$216.98	Q4 2025
AKO Capital	AKO Capital	765955	$166.2M	2.53%	$216.98	Q4 2025
Wallace Weitz	Weitz Investment Management	214880	$46.6M	2.76%	$216.98	Q4 2025
Tom Gayner	Markel Group	72850	$15.8M	0.13%	$216.98	Q4 2025
Lee Ainslie	Maverick Capital	22896	$5.0M	0.05%	$216.98	Q4 2025
Robert Olstein	Olstein Capital Management	18000	$3.9M	0.80%	$217.00	Q4 2025
Lindsell Train	Lindsell Train	11000	$2.4M	0.06%	$216.98	Q4 2025
Ray Dalio	Bridgewater Associates	2351	$510K	0.00%	$216.98	Q4 2025

$1.64B

2.07%

$166.2M

2.53%

$46.6M

2.76%

$15.8M

0.13%

$5.0M

0.05%

$3.9M

0.80%

$2.4M

0.06%

$510K

0.00%

📊 Fundamentals

Market Cap$25.4B

P/E Ratio39.1x

Above market avg

Forward P/E20.1x

P/FCF25.4x

EPS (TTM)$5.32

Revenue (TTM)$6.1B

Profit Margin10.87%

Div Yield0.99%

Beta1.53

52-Week Range

$166.02

$281.03

Current: $207.83

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 39.1x trailing earnings → 20.1x forward · 10.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '258 owners · $1.88B

INCREASEDBill Nygren$1.64B

REDUCEDAKO Capital$166.2M

INCREASEDWallace Weitz$46.6M

NEWLee Ainslie$5.0M

INCREASEDLindsell Train$2.4M

NEWRay Dalio$510K

Q3 '256 owners · $1.82B

INCREASEDBill Nygren$1.50B

INCREASEDAKO Capital$240.7M

INCREASEDWallace Weitz$55.1M

INCREASEDRobert Olstein$4.6M

INCREASEDLindsell Train$2.7M

SOLDLee Ainslie

Q2 '257 owners · $1.65B

INCREASEDBill Nygren$1.32B

INCREASEDAKO Capital$236.5M

NEWLee Ainslie$5.1M

SOLDTerry Smith

Q1 '257 owners · $1.43B

NEWBill Nygren$1.11B

INCREASEDAKO Capital$185.8M

REDUCEDTerry Smith$57.4M

INCREASEDWallace Weitz$51.2M

INCREASEDRobert Olstein$3.7M

Q4 '246 owners · $350.2M

INCREASEDAKO Capital$185.1M

INCREASEDWallace Weitz$48.0M

REDUCEDRobert Olstein$3.3M

Q3 '246 owners · $346.8M

REDUCEDAKO Capital$161.6M

REDUCEDTerry Smith$106.8M

REDUCEDTom Gayner$21.4M

INCREASEDRobert Olstein$2.4M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

9%analyst est. 9.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

16.5%current: 16.5%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

EFX: Held by 8 superinvestors · 11 congress member trades

$1,001 - $15,0002025-11-10

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-05-28

$1,001 - $15,0002025-04-09

BUYRob BresnahanR

$1,001 - $15,0002025-04-08

SELLByron DonaldsR

$1,001 - $15,0002025-03-20

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-03-06

BUYByron DonaldsR

$1,001 - $15,0002024-05-09