Position in EFX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$9,611,956
+$8,610,594 QoQ
Shares Held
53,379
+1056.6% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Mar 31, 2026CWM, LLC holds $13,037,120 across 10 Consulting Services names. EFX ranks #1 (73.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
This page
|
53,379 | $9,611,956 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
6,665 | $1,264,683 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
11,244 | $877,369 | |
| 4 | FCN |
Fti Consulting, Inc
|
4,045 | $715,034 | |
| 5 | ICFI |
ICF International, Inc.
|
3,891 | $254,043 | |
| 6 | CRAI |
Cra International, Inc.
|
891 | $144,235 | |
| 7 | RGP |
Resources Connection, Inc.
|
18,509 | $69,038 | |
| 8 | FORR |
Forrester Research, Inc.
|
9,329 | $52,802 |
All Filings in EFX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,611,956 | 53,379 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,001,362 | 4,615 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,740,042 | 6,783 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $585,398 | 2,257 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $799,607 | 3,283 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $810,423 | 3,180 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $446,667 | 1,520 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $345,990 | 1,427 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $378,273 | 1,414 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $333,841 | 1,350 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $165,594 | 904 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $196,475 | 835 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $144,016 | 710 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $117,976 | 607 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $119,486 | 697 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $61,596 | 337 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $121,869 | 514 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $67,927 | 232 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $14,849 | 62 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $11,230 | 62 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $11,956 | 62 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $9,727 | 62 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $10,656 | 62 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $7,405 | 62 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||