# Equifax (EFX): value investors who own it | moatshark

7 value investors held Equifax in their Q3 2026 13F, led by Weitz Investment Management, Harris Associates (Oakmark), Jensen Investment Management, AKO…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Weitz Investment Management | 2.1% | $30.5m | Added +2.3% | 12 |
| Harris Associates (Oakmark) | 1.6% | $1.2bn | Trimmed -1.1% | 33 |
| Jensen Investment Management | 1.4% | $58.8m | Trimmed -53% | 53 |
| AKO Capital | 0.5% | $21.3m | Trimmed -67% | 22 |
| Vulcan Value Partners | 0.4% | $14.4m | New | 1 |
| Markel Group | 0.1% | $11.6m | Unchanged | 31 |
| Lindsell Train | 0.1% | $1.9m | Added +2.6% | 25 |
| Cantillon Capital Management | 0.0% | $0k | Sold out | 38 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-03 | GAMBLE JOHN W JR | EVP, CFO & COO | Sold | 4500 | $846k |
| 2026-07-24 | Begor Mark W | CEO | Sold | 21543 | $3.7m |
| 2026-07-24 | Begor Mark W | CEO | Sold | 6200 | $1.1m |
| 2026-07-24 | Begor Mark W | CEO | Sold | 4112 | $711k |
| 2026-07-24 | Begor Mark W | CEO | Sold | 2936 | $510k |
| 2026-07-24 | Begor Mark W | CEO | Sold | 1300 | $227k |
| 2026-07-24 | Begor Mark W | CEO | Sold | 600 | $102k |
| 2026-07-24 | Begor Mark W | CEO | Sold | 600 | $101k |
| 2026-07-24 | Begor Mark W | CEO | Sold | 500 | $88k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Vulcan Value Partners Fund | Vulcan Value Partners | 4.4% | $10.1m | 2026-07-31 |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 3.1% | $19.7m | 2026-06-30 |
| Weitz Partners Value Fund | Weitz Investment Management | 1.6% | $7.9m | 2026-06-30 |
| Jensen Quality Growth Fund | Jensen Investment Management | 1.5% | $45.4m | 2026-05-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/efx). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.