Eric Mandelblatt’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$700M Buy
4,410,883
+226,314
+5% +$38.6M 1.46% 13
2026
Q1
$754M Buy
4,184,569
+3,165,120
+310% +$629M 1.45% 11
2025
Q4
$262M Buy
+1,019,449
New +$223M 1.82% 17
2022
Q3
Sell
-436,042
Closed -$79.7M 42
2022
Q2
$79.7M Buy
+436,042
New +$87.3M 0.69% 26

Other funds holding EFX

Eric Mandelblatt's EFX Position: Q2 2026 in Review

Eric Mandelblatt increased its Equifax (EFX) stake by 5.4% in Q2 2026, buying an estimated $38.6M and bringing the position to 4,410,883 shares worth $700M. The position accounts for 1.46% of the portfolio, ranked #13.

Eric Mandelblatt first reported a position in EFX in Q2 2022 and has held it in 4 quarters since. The position peaked at $754M in Q1 2026. 830 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Eric Mandelblatt held 4,410,883 shares of Equifax worth $700M as of Q2 2026.
  • Eric Mandelblatt bought 226,314 Equifax shares in Q2 2026, an estimated $38.6M.
  • Equifax made up 1.46% of Eric Mandelblatt's portfolio in Q2 2026, its #13 holding.
  • Eric Mandelblatt first reported a position in Equifax in Q2 2022 and has held it in 4 quarters since.
  • Eric Mandelblatt's Equifax position peaked at $754M in Q1 2026.
  • 830 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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