In a recent SEC filing, Olstein Capital Management, led by value investor Robert Olstein, reported the complete liquidation of its position in credit reporting agency Equifax (EFX). The disclosure, which reflects holdings as of June 30, 2026, revealed the sale of all 37,000 shares held at the end of the first quarter. Investors are reminded that 13F filings are submitted to the SEC up to 45 days after a quarter ends, so these trades occurred at some point during the second quarter.
The exit coincided with a period where Equifax reported an 11% increase in second-quarter revenue and an earnings beat, though its stock fell following the announcement. Also during the quarter, it was announced that Easterly Asset Management would be acquiring Olstein's mutual fund business. No specific reason for the sale of the Equifax stake was publicly disclosed.