Exited position

Terry Smith’s Equifax Inc (EFX) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Fundsmith LLPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2019Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares683.23KHighest verified quarter-end share count
Quarters reported25Verified quarters with shares above zero
What happened?

Fundsmith LLP first reported Equifax Inc in Q1 2019. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Fundsmith LLP sold the entire position in Q2 2025, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2025
Sold the entire position−235.51K shares · No shares reported at quarter-end
Q1 2025
Sold 35.2% of the position−127.82K shares · 235.51K shares remained
Filing context

Quarter-end price $243.56 · Estimated holding basis $133.66

Q3 2024
Sold 20.7% of the position−95.06K shares · 363.33K shares remained
Filing context

Quarter-end price $293.86 · Estimated holding basis $133.66

Q2 2024
Sold 3.0% of the position−14.42K shares · 458.39K shares remained
Filing context

Quarter-end price $242.46 · Estimated holding basis $133.66

Q1 2024
Sold 2.6% of the position−12.76K shares · 472.81K shares remained
Filing context

Quarter-end price $267.52 · Estimated holding basis $133.66

Q4 2023
Sold 1.3% of the position−6.34K shares · 485.57K shares remained
Filing context

Quarter-end price $247.29 · Estimated holding basis $133.66

5 unchanged quarters are collapsed by default.

Portfolio importance

How important was Equifax Inc in Fundsmith LLP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.3%Q1 2025
Last reported rank#34of 38 reported positions
Peak portfolio weight0.5%Q4 2023
Best historical rank#17Q1 2019
At peak importanceQ4 2023
EFX
0.5%
Largest holding
12.5%
Cross-investor discovery

Who else owns Equifax Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
EFX0.0% of reported portfolio
Explore Equifax Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$161.172026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Fundsmith LLP’s reported positions. Form 13F reports quarter-end positions and is filed later; it does not disclose exact trade dates or execution prices.