Theleme Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155M | Hold |
598,088
| – | – | 9.43% | 8 |
|
|
2025
Q1 | $146M | Sell |
598,088
-115,000
| -16% | -$28M | 11.45% | 5 |
|
|
2024
Q4 | $182M | Buy |
713,088
+115,000
| +19% | +$29.3M | 12.18% | 5 |
|
|
2024
Q3 | $176M | Buy |
598,088
+207,000
| +53% | +$60.8M | 10.05% | 4 |
|
|
2024
Q2 | $94.8M | Buy |
+391,088
| New | +$94.8M | 4.55% | 7 |
|