Should You Hold Equifax (EFX)?
Jensen Investment Management, an asset management company based in the US, released its first-quarter 2025 investor letter for the “Jensen Quality Mid Cap Fund”. A copy of the letter is available...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 7,529,116 | $1,355,767,915 | -1% | 1.81% |
| 2. | Soroban Capital Partners Eric W. Mandelblatt | 4,184,569 | $753,515,340 | +311% | 1.45% |
| 3. | Cantillon Capital Management William Von Mueffling | 1,791,379 | $322,573,617 | +4% | 2.14% |
| 4. | Generation Investment Management David Blood And Al Gore | 1,775,609 | $319,733,913 | +13% | 2.87% |
| 5. | AQR Capital Management Cliff Asness | 1,763,907 | $314,963,313 | +425% | 0.14% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $193.72 | 2,400 | $464,928.00 | 10,623 | 2026-02-18 | Filing | |
| $238.77 | 415 | $99,089.55 | 3,305 | 2024-05-09 | Filing | |
| $166.94 | 94 | $15,692.22 | 1,586 | 2023-10-26 | Filing | |
| $166.19 | 820 | $136,279.16 | 1,492 | 2023-10-26 | Filing | |
| $148.69 | 672 | $99,922.50 | 3,474 | 2022-10-21 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $173.89 | 2,455 | $426,899.95 | 29,518 | 2026-05-07 | Filing | |
| $176.54 | 3,500 | $617,890.00 | 73,464 | 2026-05-01 | Filing | |
| $172.46 | 20,471 | $3,530,459.37 | 271,730 | 2026-04-24 | Filing | |
| $171.57 | 10,944 | $1,877,630.34 | 292,201 | 2026-04-24 | Filing | |
| $173.39 | 4,659 | $807,807.24 | 303,145 | 2026-04-24 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,461,948 | $1,703,812,940 | 0.03% | |
| 2. | 7,825,105 | $1,409,066,657 | 0.03% | |
| 3. | 5,271,004 | $949,149,690 | 0.04% | |
| 4. | 5,023,592 | $904,598,211 | 0.03% | |
| 5. | 4,699,910 | $856,360,964 | 0.29% |