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Theleme Partners’s Equifax EFX Stock Holding History

Theleme Partners’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
2026
Q1 		$97.4M Buy
541,088
+35,000
+7% +$6.95M 6.49% 7
2025
Q4 		$110M Hold
506,088
– – 7.15% 8
2025
Q3 		$130M Sell
506,088
-92,000
-15% -$23.1M 8.3% 7
2025
Q2 		$155M Hold
598,088
– – 9.43% 8
2025
Q1 		$146M Sell
598,088
-115,000
-16% -$28.9M 11.45% 5
2024
Q4 		$182M Buy
713,088
+115,000
+19% +$30.8M 12.18% 5
2024
Q3 		$176M Buy
598,088
+207,000
+53% +$58.4M 10.36% 4
2024
Q2 		$94.8M Buy
+391,088
New +$93.3M 4.72% 7

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