Q4 2024 · 13F-HR
Darsana Capital Partners LPholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001213
$3.29B
Reported value
14
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $396.8M | 12.1% | 7,000,000 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $387.7M | 11.8% | 2,300,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $367.7M | 11.2% | 1,225,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $299.3M | 9.11% | 5,750,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $283.9M | 8.64% | 1,500,000 | Common | SOLE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $276.3M | 8.41% | 1,250,000 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $273.7M | 8.33% | 20,010,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $253.5M | 7.71% | 200,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $247.2M | 7.52% | 1,000,000 | Common | SOLE |
| 934550203 | WMG | WARNER MUSIC GROUP CORP | $186.0M | 5.66% | 6,000,000 | Common | SOLE |
| 278768106 | SATS | ECHOSTAR CORP | $160.3M | 4.88% | 7,000,000 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $95.7M | 2.91% | 1,000,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $51.6M | 1.57% | 557,000 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $6.2M | 0.19% | 73,836 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.