Mar Vista Investment Partners, LLC released its fourth-quarter 2025 investor letter highlighting US equities’ strong momentum, with +0.20% gains in Q4 2025 against the Russell 1000® Index’s +2.41% return and the S&P 500® Index’s +2.65% return. Market leadership narrowed as mega-cap stocks and AI-driven companies dominated. The letter also discussed market outlook for 2026 and fund’s top five holdings.

Equifax Inc. (NYSE:EFX) was mentioned in Mar Vista U.S. Quality Strategy’s Q4 2025 investor letter. Equifax Inc. (NYSE:EFX) operates in data, analytics, and technology sectors, with a one-month return of 0.83%. On January 12, 2026, Equifax Inc. (NYSE:EFX) stock closed at $221.63 per share with a market cap of $27.248 billion.

Mar Vista U.S. Quality Strategy divested its position in Equifax Inc. (NYSE:EFX) due to FICO’s strategic shift in providing credit scores directly to mortgage underwriters, impacting EFX’s economics in the credit-scoring value chain. The evolving industry dynamic and slower housing market recovery led to exiting the position for more attractive return potential within the portfolio.

Read more at Yahoo Finance: Mar Vista’s U.S. Quality Strategy Divested Its Stake in Equifax (EFX)