Soroban Capital Partners LP — EQUIFAX INC EFX: Quarterly 13F Position History
Soroban Capital Partners LP has reported EQUIFAX INC (EFX) on 16 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2022. As of Q1 2026, the position is sized at 4,184,569 shares ($753.5M market value, 5.39% of the equity book). Quarter-over-quarter share count change: + 3,165,120 (+310.5%) .
- 4,184,569Shares Held (Latest Filing)
- $753.5MReported Market Value (Latest Filing)
- 5.39%Portfolio Weight (% of 13F Equity Book)
- +3,165,120Quarter-over-Quarter Share Change
- +$492.0MQuarter-over-Quarter Value Change
- 4,184,569Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 16 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,184,569 | +3,165,120 | +310.5% | $753.5M | 5.39% | $180.07 |
| Q4 2025 | 1,019,449 | +1,019,449 | — | $261.5M | 1.91% | $256.53 |
| Q3 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2022 | 0 | 436,042 | -100.0% | $0 | 0.00% | — |
| Q2 2022 | 436,042 | — | — | $79.7M | 0.70% | $182.78 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Soroban Capital Partners LP first disclose a EFX position in 13F-HR filings?
Soroban Capital Partners LP first reported EQUIFAX INC (EFX) on its 13F-HR filing for the period ending 2022-06-30 (Q2 2022). The position has appeared on 16 reported quarters within Pactolio's tracked window.
What was Soroban Capital Partners LP's most recent quarter-over-quarter share-count change in EFX?
Between Q4 2025 and Q1 2026, Soroban Capital Partners LP added 3,165,120 shares of EFX (+310.5%), bringing the total reported position to 4,184,569 shares at a market value of $753.5M.
Does the implied price-per-share represent Soroban Capital Partners LP's cost basis in EFX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.