John Armitage's Egerton Capital disclosed a significant new stake in credit reporting agency Equifax, according to a recent SEC filing. The filing, which reflects holdings as of June 30, 2026, revealed the firm purchased 1.48 million shares valued at approximately $235.09 million.
This new investment gives Egerton a 2.27% weighting in EFX within its portfolio. Investors should note that 13F filings are delayed disclosures and do not represent current holdings. The purchase occurred during a quarter where Equifax reported growth in its patent portfolio and highlighted stabilizing consumer debt trends.