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Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q4 2017 Update

13h seekingalpha
Halvorsen's 13F portfolio value increased from $15.44B to $16.26B. The number of positions remained steady at 59. (1180-2)

EFX / Equifax, Inc. / PRICE T ROWE ASSOCIATES INC /MD/ - 3G/A (Passive Investment)

2018-02-14 sec.gov
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4) EQUIFAX INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 294429105 (CUSIP NUMBER) December 31, 2017 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is filed: [x] Rule 13d - 1(b) Rule 13d - 1(c) Rule 13d - 1(d) 1.

EFX / Equifax, Inc. / PRICE T ROWE ASSOCIATES INC /MD/ - 3G/A (Passive Investment)

2018-02-14 sec.gov
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4) EQUIFAX INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 294429105 (CUSIP NUMBER) December 31, 2017 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is filed: [x] Rule 13d - 1(b) Rule 13d - 1(c) Rule 13d - 1(d) 1.

Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2017 Update

2018-02-14 seekingalpha
The portfolio continues to be very concentrated with the top five positions accounting for close to one-third of the US long portfolio. (425-9)

EFX / Equifax, Inc. / Capital International Investors - SC 13G (Passive Investment)

2018-02-14 sec.gov
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Equifax Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 294429105 (CUSIP Number) December 29, 2017 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) *The remainder of this cover page shal

EFX / Equifax, Inc. / Capital International Investors - SC 13G (Passive Investment)

2018-02-14 sec.gov
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Equifax Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 294429105 (CUSIP Number) December 29, 2017 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) *The remainder of this cover page shal

Inequality and Recessions - The Big Picture

2018-02-14 ritholtz
The increase in inequality over the past several decades has received widespread attention from both academics and the public at large. While much of this discourse centers on either the causes or normative implications of increasing inequality, it is important to ask whether the widening gap between the rich and poor has any direct effects on macroeconomic aggregates and, in particular, on the severity of the Great Recession, when output and consumption dropped precipitously and were slow to recover (see figure 1). (136-0)

Dun & Bradstreet CEO Departure Opens Door for Buyout - Bloomberg

2018-02-14 bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. (97-1)

CFPB Chief Says Equifax Probe Continues - WSJ

2018-02-13 wsj
WASHINGTON—A federal consumer-finance regulator’s probe of the data breach at Equifax Inc. hasn’t changed since the Trump administration took over the agency, the interim head of the agency said Tuesday, dismissing a report suggesting that it had pulled back from the investigation. (97-0)

EFX / Equifax, Inc. / FMR LLC / Fidelity - 3G/A (Passive Investment)

2018-02-13 sec.gov
SCHEDULE 13G Amendment No. 1 EQUIFAX INC COMMON STOCK Cusip #294429105 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #294429105 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 93,144 Item 6: 0 Item 7: 881,730 Item 8: 0 Item 9: 881,730 Item 11: 0.734% Item 12: HC Cusip #294429105 Item 1: Reporting Person - Abigail P.

EFX / Equifax, Inc. / FMR LLC / Fidelity - 3G/A (Passive Investment)

2018-02-13 sec.gov
SCHEDULE 13G Amendment No. 1 EQUIFAX INC COMMON STOCK Cusip #294429105 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #294429105 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 93,144 Item 6: 0 Item 7: 881,730 Item 8: 0 Item 9: 881,730 Item 11: 0.734% Item 12: HC Cusip #294429105 Item 1: Reporting Person - Abigail P.

Equifax Hires Jamil Farshchi as Chief Information Security Officer - WSJ

2018-02-12 wsj
Equifax Inc. said it has hired a new chief information security officer to help with the company’s overhaul of its security in the wake of its massive breach last year. (117-0)

The Equifax hack is way worse than consumers knew

2018-02-12 cnbc
The Equifax data breach exposed more of consumers' personal information than the company first disclosed last year, according to documents given to lawmakers. (98-0)

Equifax (EFX) to Post Q4 Earnings: Disappointment in Store?

2018-02-12 zacks
Equifax Inc. (EFX - Free Report) is expected to report fourth-quarter 2017 results this week. The question lingering in investors’ minds is whether this credit information providing company will be able to post a positive earnings surprise in the to-be-reported quarter. Last quarter, the company posted a positive earnings surprise of 2.7%. Notably, Equifax outperformed the Zacks Consensus Estimate in each of the trailing four quarters with an average positive earnings surprise of 2. (161-0)

Mulvaney Says CFPB Under His Direction Is ‘Not Being Aggressive’ - Bloomberg

2018-02-11 bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. (97-0)


CUSIP: 294429105