Q1 2025 · 13F-HR
Darsana Capital Partners LPholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002333
$3.44B
Reported value
14
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 40412C101 | HCA | HCA HEALTHCARE INC | $431.9M | 12.6% | 1,250,000 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $430.9M | 12.5% | 2,300,000 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $419.2M | 12.2% | 7,000,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $314.1M | 9.13% | 3,490,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $310.0M | 9.01% | 6,250,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $276.7M | 8.04% | 200,000 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $243.6M | 7.08% | 1,000,000 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $233.3M | 6.78% | 20,010,000 | Common | SOLE |
| 934550203 | WMG | WARNER MUSIC GROUP CORP | $219.4M | 6.38% | 7,000,000 | Common | SOLE |
| 278768106 | SATS | ECHOSTAR CORP | $198.5M | 5.77% | 7,758,328 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $176.1M | 5.12% | 2,250,000 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $102.2M | 2.97% | 1,000,000 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $50.9M | 1.48% | 625,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $34.1M | 0.99% | 150,000 | 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.