Vulcan Value Partners buys Equifax, exits Sodexo and Partners Group Holding in Q2
Seeking Alpha ·
In its Large Cap strategy , Vulcan Value Partners initiated a new position in Equifax ( EFX ) while exiting Sodexo ( SDXAY ) and Partners Group Holding ( PGPHF ). Small Cap Review: Purchased two positions during the quarter: Badger Meter Inc. ( BMI ) and TPG Inc. (
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Bullish (Long) 67% · Bearish (Short) 33%
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