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EFX
EQUIFAX INC · Industrials
Consensus score 0/100 · #304 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-08-14
vs 50-day avg
+6.3%
21-day momentum
+4.8%
recent volume
0.54×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S1· BasingStage Analysis · Weinstein
vs 30-wk avg
-1.3%
30-wk MA slope
-2.9%
rel. strength
-21.6
52-wk range
25%
Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
0.2%
of their portfolios
Combined value
$35M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| AKO Capital Concentrated | 0.5% | $21M | TRIM |
| Markel Group Concentrated | 0.1% | $12M | HOLD |
| Lindsell Train Concentrated | 0.1% | $2M | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.