13F HOLDINGS REPORT
Darsana Capital Partners LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002333
Total Value
$3.44B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HCA HEALTHCARE INC | HCA | 1,250,000 | $431.9M | 12.55% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 2,300,000 | $430.9M | 12.52% |
| 3 | SOMNIGROUP INTERNATIONAL INC | SGI | 7,000,000 | $419.2M | 12.18% |
| 4 | LIBERTY MEDIA CORP DEL | FWONB | 3,490,000 | $314.1M | 9.13% |
| 5 | NEW YORK TIMES CO | NYT | 6,250,000 | $310.0M | 9.01% |
| 6 | TRANSDIGM GROUP INC | TDG | 200,000 | $276.7M | 8.04% |
| 7 | EQUIFAX INC | EFX | 1,000,000 | $243.6M | 7.08% |
| 8 | SOTERA HEALTH CO | SHC | 20,010,000 | $233.3M | 6.78% |
| 9 | WARNER MUSIC GROUP CORP | WMG | 7,000,000 | $219.4M | 6.38% |
| 10 | ECHOSTAR CORP | SATS | 7,758,328 | $198.5M | 5.77% |
| 11 | SCHWAB CHARLES CORP | SCHW-PJ | 2,250,000 | $176.1M | 5.12% |
| 12 | AERCAP HOLDINGS NV | AER | 1,000,000 | $102.2M | 2.97% |
| 13 | LIBERTY MEDIA CORP DEL | FWONB | 625,000 | $50.9M | 1.48% |
| 14 | HILTON WORLDWIDE HLDGS INC | HLT | 150,000 | $34.1M | 0.99% |