Nicolai Tangen - AKO Capital LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $5,108,383,000
Holdings Activity Buys Sells    History
Holding/activity history for  Equifax Inc. (EFX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 403,774 1.42 Reduce 47.28% 1.20 $180.07 $72,708,000 SEC
2025   Q4 765,955 2.53 Reduce 18.37% 0.63 $216.98 $166,197,000 SEC
2025   Q3 938,348 3.42 Add 2.91% 0.10 $256.53 $240,714,000 SEC
2025   Q2 911,820 2.98 Add 19.52% 0.49 $259.37 $236,499,000 SEC
2025   Q1 762,905 2.41 Add 5.05% 0.12 $243.56 $185,813,000 SEC
2024   Q4 726,246 2.56 Add 32.09% 0.62 $254.85 $185,084,000 SEC
2024   Q3 549,812 2.11 Reduce 21.00% 0.49 $293.86 $161,568,000 SEC
2024   Q2 695,966 2.32 Add 4.84% 0.11 $242.46 $168,744,000 SEC
2024   Q1 663,812 2.52 Reduce 0.42% <0.01 $267.52 $177,583,000 SEC
2023   Q4 666,628 2.35 Add 30.78% 0.55 $247.29 $164,850,000 SEC
2023   Q3 509,736 1.52 Reduce 34.82% 0.97 $183.18 $93,373,000 SEC
2023   Q2 782,012 2.78 Reduce 4.25% 0.11 $235.30 $184,007,000 SEC
2023   Q1 816,735 2.52 Reduce 32.15% 1.22 $202.84 $165,667,000 SEC
2022   Q4 1,203,759 3.78 Reduce 40.98% 2.36 $194.36 $233,963,000 SEC
2022   Q3 2,039,467 5.77 Reduce 8.23% 0.47 $171.43 $349,626,000 SEC
2022   Q2 2,222,389 5.69 Add 8.02% 0.42 $182.78 $406,208,000 SEC
2022   Q1 2,057,417 5.27 Add 25.27% 1.06 $237.10 $487,814,000 SEC
2021   Q4 1,642,337 4.68 Add 6.46% 0.28 $292.79 $480,860,000 SEC
2021   Q3 1,542,628 4.05 Add 13.20% 0.47 $253.42 $390,933,000 SEC
2021   Q2 1,362,775 3.68 Add 197.17% 2.44 $239.51 $326,398,000 SEC
2021   Q1 458,577 1.03 Buy 1.03 $181.13 $83,062,000 SEC