13F HOLDINGS REPORT
Darsana Capital Partners LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005020
Total Value
$4.25B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ECHOSTAR CORP | SATS | 7,500,000 | $572.7M | 13.49% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 2,000,000 | $459.7M | 10.83% |
| 3 | NEW YORK TIMES CO | NYT | 8,000,000 | $459.2M | 10.82% |
| 4 | HCA HEALTHCARE INC | HCA | 1,000,000 | $426.2M | 10.04% |
| 5 | SOTERA HEALTH CO | SHC | 25,000,000 | $393.3M | 9.26% |
| 6 | SOMNIGROUP INTERNATIONAL INC | SGI | 4,000,000 | $337.3M | 7.95% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 2,990,000 | $312.3M | 7.36% |
| 8 | TRANSDIGM GROUP INC | TDG | 200,000 | $263.6M | 6.21% |
| 9 | EQUIFAX INC | EFX | 1,000,000 | $256.5M | 6.04% |
| 10 | SCHWAB CHARLES CORP | SCHW-PJ | 2,250,000 | $214.8M | 5.06% |
| 11 | WARNER MUSIC GROUP CORP | WMG | 6,250,000 | $212.9M | 5.01% |
| 12 | WINGSTOP INC | WING | 750,000 | $188.8M | 4.45% |
| 13 | AERCAP HOLDINGS NV | AER | 725,000 | $87.7M | 2.07% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 635,970 | $60.6M | 1.43% |