Darsana Capital Partners LP 13F Holdings
CIK 0001609098 · New York, NY
As of Sep 30, 2025, Darsana Capital Partners LP reported 14 positions worth $4.2B in its SEC Form 13F filing.
Top 14 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ECHOSTAR CORP | SATS | Technology | 7,500,000 | $572.7M | 13.49% |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 2,000,000 | $459.7M | 10.83% |
| NEW YORK TIMES CO | NYT | Consumer Cyclical | 8,000,000 | $459.2M | 10.82% |
| HCA HEALTHCARE INC | HCA | Healthcare | 1,000,000 | $426.2M | 10.04% |
| SOTERA HEALTH CO | SHC | Healthcare | 25,000,000 | $393.3M | 9.26% |
| SOMNIGROUP INTERNATIONAL INC | SGI | Consumer Cyclical | 4,000,000 | $337.3M | 7.95% |
| LIBERTY MEDIA CORP | FWONK | Communication Services | 2,990,000 | $312.3M | 7.36% |
| TRANSDIGM GROUP INC | TDG | Industrials | 200,000 | $263.6M | 6.21% |
| EQUIFAX INC | EFX | Industrials | 1,000,000 | $256.5M | 6.04% |
| SCHWAB CHARLES CORP | SCHW | Equity | 2,250,000 | $214.8M | 5.06% |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 6,250,000 | $212.9M | 5.01% |
| WINGSTOP INC | WING | Consumer Cyclical | 750,000 |