Katamaran Capital’s Equifax EFX Stock Holding History

Katamaran Capital’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-19,038	Closed	-$4.88M	–	37
2025 Q3	$4.88M	Buy	+19,038	New	+$4.78M	4.46%	11

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Katamaran Capital's EFX Position: Q4 2025 in Review

Katamaran Capital sold out of Equifax (EFX) in Q4 2025, closing a stake of 19,038 shares — an estimated $4.88M sold.

Katamaran Capital first reported a position in EFX in Q3 2025 and held it in 1 quarter. The position peaked at $4.88M in Q3 2025. 895 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Katamaran Capital reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Katamaran Capital sold 19,038 Equifax shares in Q4 2025, an estimated $4.88M.
Katamaran Capital first reported a position in Equifax in Q3 2025 and held it in 1 quarter.
Katamaran Capital's Equifax position peaked at $4.88M in Q3 2025.
895 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Katamaran Capital's 13F filing for Q4 2025, filed 4 Feb 2026.