GFI Investment Counsel Ltd. EFX — EQUIFAX INC

Ownership history in GFI Investment Counsel Ltd.  ·  21 quarters on record

AI Ownership Summary

GFI Investment Counsel Ltd. reported EQUIFAX INC (EFX) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 9.53% in 2024 Q1. The latest visible filing shows EFX at 5.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GFI Investment Counsel Ltd.'s position in EQUIFAX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EFX was reported at 5.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.53% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFX stock page GFI Investment Counsel Ltd. fund profile GFI Investment Counsel Ltd. full holdings
How GFI Investment Counsel Ltd. held EFX — position size vs. price
% of Fund (quarterly)    EFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7.5% -11.6% ✅ 231,801 -18,661 -7.5% 5.71% $41.7M 2026-05-14 $157.18
2025 Q4 REDUCED — — — 250,462 -218 -0.1% 4.99% $54.3M 2026-02-11 $196.39
2025 Q3 ADDED — — — 250,680 +1,379 +0.6% 6.69% $64.3M 2025-11-13 $205.25
2025 Q2 ADDED — — — 249,301 +1,826 +0.7% 7.04% $64.7M 2025-08-11 $237.12
2025 Q1 ADDED — — — 247,475 +2,244 +0.9% 7.01% $60.3M 2025-05-14 $267.73
2024 Q4 ADDED — — — 245,231 +4,219 +1.8% 7.17% $62.5M 2025-02-12 $250.82
2024 Q3 REDUCED — — — 241,012 -1,497 -0.6% 8.22% $70.8M 2024-11-12 $263.63
2024 Q2 REDUCED 13.7% +21.4% ❌ 242,509 -38,636 -13.7% 7.69% $58.8M 2024-08-13 $287.50
2024 Q1 ADDED — — — 281,145 +229 +0.1% 9.53% $75.2M 2024-05-10 $237.17
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EFX

As of 2026 Q2 — sorted by position size

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 4.79% Egerton Capital (UK) LLP 3Y 7Y 2.27% Olstein Capital Management, L.P. 3Y 7Y 1.45% Trinity Street Asset Management LLP 3Y 7Y 1.19% Wealth Science Advisors LLC 1.16% Fisher Funds Management LTD 0.97% Blue Zone Wealth Advisors, LLC 3Y 0.9% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 0.73% Allen Mooney & Barnes Investment Advisors LLC 0.69% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.45%

FAQ About GFI Investment Counsel Ltd. and EFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has GFI Investment Counsel Ltd. reported owning EFX?

GFI Investment Counsel Ltd. reported EFX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EFX position in GFI Investment Counsel Ltd.'s portfolio?

The largest reported portfolio weight for EFX was 9.53% in 2024 Q1.

What is the latest reported EFX position on this page?

The most recent filing on this page is 2026 Q1, when GFI Investment Counsel Ltd. reported 231,801 shares, equal to 5.71% of portfolio, with an estimated market value of $41.7M.

What does the chart on this EFX ownership page compare?

The chart compares GFI Investment Counsel Ltd.'s quarterly EFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GFI Investment Counsel Ltd. time their EFX position?

Based on 13F filing dates vs. subsequent EFX price moves, GFI Investment Counsel Ltd. correctly timed 13 out of 20 reported position changes (65%). The annualised alpha on EFX relative to SPY over the holding period was -18.7%.

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