Harbor Spring Capital’s Equifax EFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-104,230	Closed	-$30.5M	–	23
2021 Q4	$30.5M	Hold	104,230	–	–	3.48%	11
2021 Q3	$26.4M	Sell	104,230 -40,770	-28%	-$10.3M	1.86%	17
2021 Q2	$34.7M	Sell	145,000 -50,000	-26%	-$12M	2.36%	10
2021 Q1	$35.3M	Sell	195,000 -83,000	-30%	-$15M	5.01%	7
2020 Q4	$53.6M	Hold	278,000	–	–	5.06%	6
2020 Q3	$43.6M	Hold	278,000	–	–	4.69%	7
2020 Q2	$47.8M	Hold	278,000	–	–	4.95%	5
2020 Q1	$33.2M	Hold	278,000	–	–	4.04%	11
2019 Q4	$39M	Hold	278,000	–	–	4.23%	9
2019 Q3	$39.1M	Hold	278,000	–	–	4.54%	8
2019 Q2	$37.6M	Sell	278,000 -30,000	-10%	-$4.06M	4.41%	10
2019 Q1	$36.5M	Hold	308,000	–	–	4.14%	10
2018 Q4	$28.7M	Sell	308,000 -16,000	-5%	-$1.49M	3.82%	9
2018 Q3	$42.3M	Sell	324,000 -46,000	-12%	-$6.01M	4.62%	10
2018 Q2	$46.3M	Sell	370,000 -23,000	-6%	-$2.88M	3.99%	5
2018 Q1	$46.3M	Sell	393,000 -199,000	-34%	-$23.4M	4.6%	7
2017 Q4	$69.8M	Buy	592,000 +9,000	+2%	+$1.06M	6.96%	4
2017 Q3	$61.8M	Buy	583,000 +297,900	+104%	+$31.6M	7.6%	3
2017 Q2	$39.2M	Sell	285,100 -89,900	-24%	-$12.4M	4.73%	10
2017 Q1	$51.3M	Sell	375,000 -13,000	-3%	-$1.78M	7.36%	4
2016 Q4	$45.9M	Buy	388,000 +113,000	+41%	+$13.4M	8.8%	6
2016 Q3	$37M	Buy	+275,000	New	+$37M	7.17%	8