Weitz Investment Management’s Equifax EFX Stock Holding History

Weitz Investment Management’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	$33.8M	Sell	187,605 -27,275	-13%	-$5.42M	2.36%	17
2025 Q4	$46.6M	Buy	214,880 +280	+0.1%	+$61.3K	2.76%	15
2025 Q3	$55.1M	Buy	214,600 +4,250	+2%	+$1.07M	2.99%	13
2025 Q2	$54.6M	Hold	210,350	–	–	2.93%	13
2025 Q1	$51.2M	Buy	210,350 +21,850	+12%	+$5.49M	2.72%	13
2024 Q4	$48M	Buy	188,500 +12,500	+7%	+$3.35M	2.48%	16
2024 Q3	$51.7M	Hold	176,000	–	–	2.55%	14
2024 Q2	$42.7M	Buy	176,000 +22,500	+15%	+$5.37M	2.24%	17
2024 Q1	$41.1M	Hold	153,500	–	–	2.07%	18
2023 Q4	$38M	Buy	153,500 +7,500	+5%	+$1.52M	2%	18
2023 Q3	$26.7M	Buy	+146,000	New	+$29.8M	1.47%	25

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Weitz Investment Management's EFX Position: Q1 2026 in Review

Weitz Investment Management reduced its Equifax (EFX) stake by 13% in Q1 2026, selling an estimated $5.42M and leaving 187,605 shares worth $33.8M. The position accounts for 2.36% of the portfolio, ranked #17.

Weitz Investment Management first reported a position in EFX in Q3 2023 and has held it in 11 quarters since. The position peaked at $55.1M in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Weitz Investment Management held 187,605 shares of Equifax worth $33.8M as of Q1 2026.
Weitz Investment Management sold 27,275 Equifax shares in Q1 2026, an estimated $5.42M.
Equifax made up 2.36% of Weitz Investment Management's portfolio in Q1 2026, its #17 holding.
Weitz Investment Management first reported a position in Equifax in Q3 2023 and has held it in 11 quarters since.
Weitz Investment Management's Equifax position peaked at $55.1M in Q3 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Weitz Investment Management's 13F filing for Q1 2026, filed 14 May 2026.