Position in EFX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$187,215,317
-$192,274,642 QoQ
Shares Held
1,179,532
-44.0% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#24
of 830 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Derivatives in EFX
reported options exposure · as of Dec 31, 2023CallValue
$2,472,900
CallShares
10,000
PutValue
$2,472,900
PutShares
10,000
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, 2026BANK OF AMERICA CORP /DE/ holds $438,217,207 across 10 Consulting Services names. EFX ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
This page
|
1,179,532 | $187,215,317 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
822,774 | $147,712,612 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
1,132,605 | $68,715,142 | |
| 4 | HURN |
Huron Consulting Group Inc.
|
178,456 | $16,089,591 | |
| 5 | FCN |
Fti Consulting, Inc
|
60,000 | $8,940,598 | |
| 6 | ICFI |
ICF International, Inc.
|
82,526 | $6,012,842 | |
| 7 | CRAI |
Cra International, Inc.
|
21,406 | $3,046,073 | |
| 8 | FORR |
Forrester Research, Inc.
|
35,203 | $296,057 |
All Filings in EFX
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,215,317 | 1,179,532 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $379,489,959 | 2,107,458 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $334,925,552 | 1,543,578 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $199,032,900 | 775,866 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $140,019,334 | 539,844 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $201,211,001 | 826,125 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $294,729,179 | 1,156,481 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $403,338,126 | 1,372,552 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $287,283,091 | 1,184,868 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $171,668,116 | 641,702 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,472,900 | 10,000 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $138,140,395 | 558,617 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $2,472,900 | 10,000 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $1,831,800 | 10,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,831,800 | 10,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $95,410,765 | 520,858 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,353,000 | 10,000 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $2,353,000 | 10,000 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $124,199,103 | 527,833 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $126,666,070 | 624,463 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $108,651,513 | 559,022 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $104,182,635 | 607,727 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $113,445,875 | 620,669 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $145,480,051 | 613,581 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $50,739,400 | 214,000 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $207,745,920 | 709,539 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $12,736,365 | 43,500 | Call | Defined | 2022-02-08 | |
| 2021-09-30 | $11,885,398 | 46,900 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $152,849,763 | 603,148 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $113,693,718 | 474,693 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $84,072,212 | 464,154 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $92,835,487 | 481,412 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $79,728,261 | 508,147 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $73,057,935 | 425,052 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $64,688,383 | 541,552 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||