Position in EFX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$154,078,549
+$25,680,898 QoQ
Shares Held
970,757
+36.1% QoQ
Ownership
0.826%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#32
of 835 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Derivatives in EFX
reported options exposure · as of Jun 30, 2026CallValue
$476,794
CallShares
3,004
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Consulting Services
Industrials · as of Jun 30, 2026UBS Group AG holds $369,248,350 across 22 Consulting Services names. EFX ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
This page
|
970,757 | $154,078,549 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
461,983 | $82,939,805 | |
| 3 | FCN |
Fti Consulting, Inc
|
466,461 | $69,507,353 | |
| 4 | BAH |
Booz Allen Hamilton Holding Corp
|
755,673 | $45,846,680 | |
| 5 | HURN |
Huron Consulting Group Inc.
|
93,398 | $8,420,762 | |
| 6 | ICFI |
ICF International, Inc.
|
51,750 | $3,770,504 | |
| 7 | CRAI |
Cra International, Inc.
|
24,397 | $3,471,692 | |
| 8 | RGP |
Resources Connection, Inc.
|
169,530 | $720,501 |
All Filings in EFX
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,078,549 | 970,757 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $476,794 | 3,004 | Call | Defined | 2026-08-13 | |
| 2026-03-31 | $128,397,651 | 713,043 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $540,930 | 3,004 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $651,807 | 3,004 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $83,997,295 | 387,120 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $164,260,517 | 640,317 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $770,616 | 3,004 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $93,748,506 | 361,447 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $148,396,722 | 609,282 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $117,647,423 | 461,634 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $56,575,982 | 192,527 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $39,806,839 | 164,179 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $43,798,374 | 163,720 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $24,478,493 | 98,987 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $14,326,872 | 78,212 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $22,699,860 | 96,472 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,544,638 | 56,915 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $16,784,928 | 86,360 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $9,718,000 | 50,000 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $8,571,500 | 50,000 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $11,040,948 | 64,405 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $19,435,177 | 106,331 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $8,348,053 | 35,209 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $36,792,574 | 125,662 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $31,086,776 | 122,669 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,853,722 | 124,645 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $18,271,849 | 100,877 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $22,207,646 | 115,161 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $15,779,275 | 100,569 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,948,422 | 34,608 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,933,416 | 16,186 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||