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Vulcan Value Partners increased its stake in Equifax (EFX) during the second quarter of 2026
svmuu.com30/07/2026 09:53
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Complaint Report
In its second-quarter 2026 investor letter, investment management firm Vulcan Value Partners disclosed that it had increased its stake in credit reporting agency Equifax (EFX) and added the stock to its large-cap and total-market-cap strategies. Vulcan Value Partners believes that, despite weakness in the mortgage market and market concerns about AI risks, Equifax’s stock is undervalued and its proprietary data business is not significantly affected by AI.
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