DCP
EFX icon

Darsana Capital Partners’s Equifax EFX Stock Holding History

Darsana Capital Partners’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238M Hold
1,500,000
– – 1.07% 12
2026
Q1 		$270M Buy
1,500,000
+500,000
+50% +$99.3M 5.75% 9
2025
Q4 		$217M Hold
1,000,000
– – 4.32% 13
2025
Q3 		$257M Hold
1,000,000
– – 6.04% 9
2025
Q2 		$259M Hold
1,000,000
– – 7.41% 7
2025
Q1 		$244M Buy
+1,000,000
New +$251M 7.08% 7

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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Darsana Capital Partners's EFX Position: Q2 2026 in Review

Darsana Capital Partners held its Equifax (EFX) position steady in Q2 2026 at 1,500,000 shares worth $238M. The position accounts for 1.07% of the portfolio, ranked #12.

Darsana Capital Partners first reported a position in EFX in Q1 2025 and has held it in 6 quarters since. The position peaked at $270M in Q1 2026. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Darsana Capital Partners held 1,500,000 shares of Equifax worth $238M as of Q2 2026.
  • Darsana Capital Partners left its Equifax share count unchanged in Q2 2026.
  • Equifax made up 1.07% of Darsana Capital Partners's portfolio in Q2 2026, its #12 holding.
  • Darsana Capital Partners first reported a position in Equifax in Q1 2025 and has held it in 6 quarters since.
  • Darsana Capital Partners's Equifax position peaked at $270M in Q1 2026.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Darsana Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.