13F HOLDINGS REPORT
Darsana Capital Partners LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001213
Total Value
$3.29B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TEMPUR SEALY INTL INC | SGI | 7,000,000 | $396.8M | 12.08% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 2,300,000 | $387.7M | 11.80% |
| 3 | HCA HEALTHCARE INC | HCA | 1,225,000 | $367.7M | 11.19% |
| 4 | NEW YORK TIMES CO | NYT | 5,750,000 | $299.3M | 9.11% |
| 5 | ALPHABET INC | GOOG | 1,500,000 | $283.9M | 8.64% |
| 6 | CONSTELLATION BRANDS INC | STZ | 1,250,000 | $276.3M | 8.41% |
| 7 | SOTERA HEALTH CO | SHC | 20,010,000 | $273.7M | 8.33% |
| 8 | TRANSDIGM GROUP INC | TDG | 200,000 | $253.5M | 7.71% |
| 9 | HILTON WORLDWIDE HLDGS INC | HLT | 1,000,000 | $247.2M | 7.52% |
| 10 | WARNER MUSIC GROUP CORP | WMG | 6,000,000 | $186.0M | 5.66% |
| 11 | ECHOSTAR CORP | SATS | 7,000,000 | $160.3M | 4.88% |
| 12 | AERCAP HOLDINGS NV | AER | 1,000,000 | $95.7M | 2.91% |
| 13 | LIBERTY MEDIA CORP DEL | FWONB | 557,000 | $51.6M | 1.57% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 73,836 | $6.2M | 0.19% |