John Armitage's Egerton Capital has fully divested its stake in Equifax Inc. (EFX), according to a recent quarterly filing. The firm sold all 1.48 million of its shares, a position previously valued at approximately $235.09 million. This disclosure, filed with the SEC on October 20, 2026, reflects the firm's holdings as of September 30, 2026, and may not represent current activity due to the delayed nature of 13F reporting.
The sale precedes Equifax's third-quarter earnings report, also released on October 20th, which showed a 9.6% year-over-year revenue increase. The exited position had accounted for roughly 2.27% of Egerton Capital's reported portfolio in the prior quarter.