Sector: financefintech
Conviction from: S&PCitrini
Equifax is a global consumer and commercial credit reporting agency that collects and analyzes data to provide credit scores, identity verification, and workforce and analytics solutions.
3 tracked filer(s) hold this · 0 opened, 2 added, 0 trimmed in 31-MAR-2026
Aggregate 13FScore 55 — mean of 3 scored holder(s) · buyers (new/add) avg 48. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Darsana Capital Partners LP (auto-surfaced) | 55 | Added +50% | 1,500,000 | $270,105,000 | 5.8% |
| Ancora | 42 | Added +12% | 351 | $63,153 | 0.0% |
| Bill Nygren / Oakmark (Harris Associates) | 68 | Holds (flat) | 7,529,116 | $1,355,767,915 | 1.8% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-02-19 | Mao Cecilia | officer | 2,400 | $464,928 | Form 4 |
10 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $250,001 - $500,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 -$15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $4,004 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| Report | Date | Stance |
|---|
| #124 — State of the Themes: June 2026 | 2026-06-01 | WATCH |
| #94 — Thematic Primer: Artificial Intelligence, Phase 2 | 2025-04-23 | LONG |
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | LONG |