Theleme Partners LLP — EQUIFAX INC EFX: Quarterly 13F Position History
Theleme Partners LLP has reported EQUIFAX INC (EFX) on 8 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2024. As of Q1 2026, the position is sized at 541,088 shares ($97.4M market value, 6.49% of the equity book). Quarter-over-quarter share count change: + 35,000 (+6.9%) .
- 541,088Shares Held (Latest Filing)
- $97.4MReported Market Value (Latest Filing)
- 6.49%Portfolio Weight (% of 13F Equity Book)
- +35,000Quarter-over-Quarter Share Change
- -$12.4MQuarter-over-Quarter Value Change
- 713,088Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 541,088 | +35,000 | +6.9% | $97.4M | 6.49% | $180.07 |
| Q4 2025 | 506,088 | 0 | — | $109.8M | 7.15% | $216.98 |
| Q3 2025 | 506,088 | 92,000 | -15.4% | $129.8M | 8.30% | $256.53 |
| Q2 2025 | 598,088 | 0 | — | $155.1M | 9.43% | $259.37 |
| Q1 2025 | 598,088 | 115,000 | -16.1% | $145.7M | 11.45% | $243.56 |
| Q4 2024 | 713,088 | +115,000 | +19.2% | $181.7M | 12.18% | $254.85 |
| Q3 2024 | 598,088 | +207,000 | +52.9% | $175.8M | 10.36% | $293.86 |
| Q2 2024 | 391,088 | — | — | $94.8M | 4.72% | $242.46 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Theleme Partners LLP first disclose a EFX position in 13F-HR filings?
Theleme Partners LLP first reported EQUIFAX INC (EFX) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Theleme Partners LLP's most recent quarter-over-quarter share-count change in EFX?
Between Q4 2025 and Q1 2026, Theleme Partners LLP added 35,000 shares of EFX (+6.9%), bringing the total reported position to 541,088 shares at a market value of $97.4M.
Does the implied price-per-share represent Theleme Partners LLP's cost basis in EFX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.