Cantillon Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $323M | Buy |
1,791,379
+67,381
| +4% | +$13.4M | 2.14% | 21 |
|
|
2025
Q4 | $374M | Buy |
1,723,998
+12,995
| +0.8% | +$2.85M | 2.02% | 23 |
|
|
2025
Q3 | $439M | Sell |
1,711,003
-18,768
| -1% | -$4.72M | 2.42% | 19 |
|
|
2025
Q2 | $449M | Sell |
1,729,771
-50,296
| -3% | -$12.8M | 2.59% | 15 |
|
|
2025
Q1 | $434M | Sell |
1,780,067
-55,035
| -3% | -$13.8M | 2.81% | 16 |
|
|
2024
Q4 | $468M | Buy |
1,835,102
+9,702
| +0.5% | +$2.6M | 2.83% | 16 |
|
|
2024
Q3 | $536M | Sell |
1,825,400
-54,434
| -3% | -$15.4M | 3.28% | 10 |
|
|
2024
Q2 | $456M | Sell |
1,879,834
-95,668
| -5% | -$22.8M | 3.05% | 10 |
|
|
2024
Q1 | $528M | Sell |
1,975,502
-39,573
| -2% | -$10.1M | 3.32% | 8 |
|
|
2023
Q4 | $498M | Sell |
2,015,075
-48,837
| -2% | -$9.91M | 3.33% | 10 |
|
|
2023
Q3 | $378M | Sell |
2,063,912
-8,094
| -0.4% | -$1.65M | 2.8% | 14 |
|
|
2023
Q2 | $488M | Buy |
2,072,006
+123,893
| +6% | +$26.1M | 3.41% | 8 |
|
|
2023
Q1 | $395M | Sell |
1,948,113
-31,905
| -2% | -$6.64M | 3.22% | 11 |
|
|
2022
Q4 | $385M | Sell |
1,980,018
-35,858
| -2% | -$6.55M | 3.26% | 10 |
|
|
2022
Q3 | $346M | Sell |
2,015,876
-15,483
| -0.8% | -$3.03M | 3.13% | 11 |
|
|
2022
Q2 | $371M | Sell |
2,031,359
-6,538
| -0.3% | -$1.31M | 3.1% | 10 |
|
|
2022
Q1 | $483M | Buy |
2,037,897
+57,617
| +3% | +$13.6M | 3.45% | 8 |
|
|
2021
Q4 | $580M | Sell |
1,980,280
-150,481
| -7% | -$41.9M | 3.83% | 4 |
|
|
2021
Q3 | $540M | Sell |
2,130,761
-34,817
| -2% | -$9.05M | 3.68% | 5 |
|
|
2021
Q2 | $519M | Sell |
2,165,578
-36,216
| -2% | -$8.09M | 3.49% | 10 |
|
|
2021
Q1 | $399M | Sell |
2,201,794
-79,980
| -4% | -$14.1M | 2.9% | 15 |
|
|
2020
Q4 | $440M | Sell |
2,281,774
-7,835
| -0.3% | -$1.32M | 3.3% | 14 |
|
|
2020
Q3 | $359M | Sell |
2,289,609
-23,590
| -1% | -$3.86M | 3% | 14 |
|
|
2020
Q2 | $398M | Buy |
2,313,199
+18,453
| +0.8% | +$2.73M | 3.45% | 11 |
|
|
2020
Q1 | $274M | Sell |
2,294,746
-3,391
| -0.1% | -$493K | 3.03% | 16 |
|
|
2019
Q4 | $322M | Sell |
2,298,137
-50,954
| -2% | -$7.06M | 2.99% | 16 |
|
|
2019
Q3 | $330M | Sell |
2,349,091
-14,139
| -0.6% | -$1.99M | 3.21% | 13 |
|
|
2019
Q2 | $320M | Sell |
2,363,230
-48,295
| -2% | -$6.05M | 3.23% | 14 |
|
|
2019
Q1 | $286M | Sell |
2,411,525
-10,156
| -0.4% | -$1.08M | 3.04% | 14 |
|
|
2018
Q4 | $226M | Buy |
2,421,681
+15,943
| +0.7% | +$1.7M | 2.72% | 18 |
|
|
2018
Q3 | $314M | Buy |
2,405,738
+547,986
| +29% | +$71.4M | 3.53% | 13 |
|
|
2018
Q2 | $232M | Sell |
1,857,752
-54,404
| -3% | -$6.45M | 2.5% | 20 |
|
|
2018
Q1 | $225M | Sell |
1,912,156
-39,380
| -2% | -$4.73M | 2.56% | 20 |
|
|
2017
Q4 | $230M | Sell |
1,951,536
-132,023
| -6% | -$14.8M | 2.73% | 20 |
|
|
2017
Q3 | $221M | Buy |
2,083,559
+1,173,658
| +129% | +$155M | 2.57% | 21 |
|
|
2017
Q2 | $125M | Buy |
909,901
+119,982
| +15% | +$16.5M | 1.56% | 25 |
|
|
2017
Q1 | $108M | Buy |
789,919
+284,929
| +56% | +$36.2M | 1.38% | 25 |
|
|
2016
Q4 | $59.7M | Buy |
+504,990
| New | +$61.7M | 0.84% | 27 |
|
Other funds holding EFX
VCM
VPM
SCP
Cantillon Capital Management's EFX Position: Q1 2026 in Review
Cantillon Capital Management increased its Equifax (EFX) stake by 3.9% in Q1 2026, buying an estimated $13.4M and bringing the position to 1,791,379 shares worth $323M. The position accounts for 2.14% of the portfolio, ranked #21.
Cantillon Capital Management first reported a position in EFX in Q4 2016 and has held it in 38 quarters since. The position peaked at $580M in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.
- Cantillon Capital Management held 1,791,379 shares of Equifax worth $323M as of Q1 2026.
- Cantillon Capital Management bought 67,381 Equifax shares in Q1 2026, an estimated $13.4M.
- Equifax made up 2.14% of Cantillon Capital Management's portfolio in Q1 2026, its #21 holding.
- Cantillon Capital Management first reported a position in Equifax in Q4 2016 and has held it in 38 quarters since.
- Cantillon Capital Management's Equifax position peaked at $580M in Q4 2021.
- 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.
Based on Cantillon Capital Management's 13F filing for Q1 2026, filed 7 May 2026.