Institutional Manager · CIK 0001609098
Darsana Capital Partners LP
New York, NY · File #028-16637
Latest AUM
$5.02B
Positions
16
Top-10 Concentration
81.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202516 pos · $5.02B
- 13F HOLDINGS REPORTQ/E Sep 202514 pos · $4.25B
- 13F HOLDINGS REPORTQ/E Jun 202514 pos · $3.50B
- 13F HOLDINGS REPORTQ/E Mar 202514 pos · $3.44B
- 13F HOLDINGS REPORTQ/E Dec 202414 pos · $3.29B
- 13F HOLDINGS REPORTQ/E Sep 202415 pos · $4.06B
- 13F HOLDINGS REPORTQ/E Jun 202414 pos · $3.66B
- 13F HOLDINGS REPORTQ/E Mar 202413 pos · $3.11B
- 13F HOLDINGS REPORTQ/E Dec 202310 pos · $2.04B
- 13F HOLDINGS REPORTQ/E Sep 20239 pos · $1.55B
- 13F HOLDINGS REPORTQ/E Jun 202312 pos · $1.49B
- 13F HOLDINGS REPORTQ/E Mar 202311 pos · $1.50B
Top 16 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ECHOSTAR CORP | SATS | 7,000,000 | $760.9M | 15.16% |
| 2 | NEW YORK TIMES CO | NYT | 7,658,900 | $531.7M | 10.60% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 2,500,000 | $502.5M | 10.02% |
| 4 | HCA HEALTHCARE INC | HCA | 1,000,000 | $466.9M | 9.30% |
| 5 | SOTERA HEALTH CO | SHC | 26,000,000 | $458.6M | 9.14% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 3,600,000 | $354.6M | 7.07% |
| 7 | SOMNIGROUP INTERNATIONAL INC | SGI | 3,000,000 | $267.8M | 5.34% |
| 8 | TRANSDIGM GROUP INC | TDG | 200,000 | $266.0M | 5.30% |
| 9 | WARNER MUSIC GROUP CORP | WMG | 8,000,000 | $245.4M | 4.89% |
| 10 | VERTIV HOLDINGS CO | VRT | 1,500,000 | $243.0M | 4.84% |
| 11 | WINGSTOP INC | WING | 1,000,000 | $238.5M | 4.75% |
| 12 | SCHWAB CHARLES CORP | SCHW-PJ | 2,250,000 | $224.8M | 4.48% |
| 13 | EQUIFAX INC | EFX | 1,000,000 | $217.0M | 4.32% |
| 14 | DICKS SPORTING GOODS INC | 253393102 | 500,000 | $99.0M | 1.97% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 812,750 | $72.6M | 1.45% |
| 16 | AERCAP HOLDINGS NV | AER | 475,000 | $68.3M | 1.36% |