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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TRU | TRANSUNION | 9.48% | 3,632,870 | $251,358,275 | -1,701,618 | -31.9% | $69.19 | 13F |
| COF | CAPITAL ONE FINL CORP | 9.04% | 1,313,033 | $239,536,610 | -523,983 | -28.52% | $182.43 | 13F |
| MSCI | MSCI INC | 8.26% | 406,084 | $218,883,337 | -60,533 | -12.97% | $539.01 | 13F |
| EFX | EQUIFAX INC | 1.05% | 154,308 | $27,786,242 | -11,180 | -6.76% | $180.07 | 13F |