William Von Mueffling's Cantillon Capital Management has liquidated its entire position in Equifax (EFX), according to a quarterly disclosure filed with the SEC. The filing, which reflects holdings as of June 30, 2026, shows the sale of 1.79 million shares valued at approximately $322.57 million. This transaction was part of a broader reduction in Cantillon's reported portfolio, which saw a significant decrease in value during the second quarter.
The disclosure of this trade is delayed, as is standard for 13F filings, and does not represent a real-time transaction. The sale occurred during a quarter where Equifax reported strong 11% year-over-year revenue growth and raised its full-year revenue forecast. The credit bureau also announced an agreement to acquire Círculo de Crédito and doubled its AI-driven cost reduction target.