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 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

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Darsana Capital Partners's EFX Position: Q1 2026 in Review

Darsana Capital Partners increased its Equifax (EFX) stake by 50% in Q1 2026, buying an estimated $99.3M and bringing the position to 1,500,000 shares worth $270M. The position accounts for 5.75% of the portfolio, ranked #9.

Darsana Capital Partners first reported a position in EFX in Q1 2025 and has held it in 5 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Darsana Capital Partners held 1,500,000 shares of Equifax worth $270M as of Q1 2026.
Darsana Capital Partners bought 500,000 Equifax shares in Q1 2026, an estimated $99.3M.
Equifax made up 5.75% of Darsana Capital Partners's portfolio in Q1 2026, its #9 holding.
Darsana Capital Partners first reported a position in Equifax in Q1 2025 and has held it in 5 quarters since.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Darsana Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.