13F HOLDINGS REPORT
Darsana Capital Partners LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003471
Total Value
$3.50B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 2,000,000 | $470.9M | 13.45% |
| 2 | HCA HEALTHCARE INC | HCA | 1,000,000 | $383.1M | 10.94% |
| 3 | NEW YORK TIMES CO | NYT | 6,250,000 | $349.9M | 9.99% |
| 4 | SOMNIGROUP INTERNATIONAL INC | SGI | 5,000,000 | $340.3M | 9.72% |
| 5 | TRANSDIGM GROUP INC | TDG | 175,000 | $266.1M | 7.60% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 2,500,000 | $261.3M | 7.46% |
| 7 | EQUIFAX INC | EFX | 1,000,000 | $259.4M | 7.41% |
| 8 | ECHOSTAR CORP | SATS | 8,960,000 | $248.2M | 7.09% |
| 9 | SOTERA HEALTH CO | SHC | 20,010,000 | $222.5M | 6.35% |
| 10 | WARNER MUSIC GROUP CORP | WMG | 8,000,000 | $217.9M | 6.22% |
| 11 | SCHWAB CHARLES CORP | SCHW-PJ | 2,250,000 | $205.3M | 5.86% |
| 12 | HILTON WORLDWIDE HLDGS INC | HLT | 500,000 | $133.2M | 3.80% |
| 13 | AERCAP HOLDINGS NV | AER | 725,000 | $84.8M | 2.42% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 625,000 | $59.4M | 1.69% |