Q2 2025 · 13F-HR
Darsana Capital Partners LPholdings as filed
Filed 2025-08-14 · accession 0001172661-25-003471
$3.50B
Reported value
14
Positions
2025-06-30
Period end
The Brief · Darsana Capital Partners LP · Q2 2025
AI · grounded in 13F
Darsana Capital Partners LP established a new position in Guidewire Software Inc GWRE valued at $470.9M. The fund also initiated new stakes in HCA Healthcare Inc HCA for $383.1M and New York Times Co NYT for $349.8M. Additional new positions include SomniGroup International Inc SGI and TransDigm Group Inc TDG. The fund ended the period with 14 positions and total AUM of $3.5B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $470.9M | 13.4% | 2,000,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $383.1M | 10.9% | 1,000,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $349.9M | 9.99% | 6,250,000 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $340.3M | 9.72% | 5,000,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $266.1M | 7.60% | 175,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $261.3M | 7.46% | 2,500,000 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $259.4M | 7.41% | 1,000,000 | Common | SOLE |
| 278768106 | SATS | ECHOSTAR CORP | $248.2M | 7.09% | 8,960,000 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $222.5M | 6.35% | 20,010,000 | Common | SOLE |
| 934550203 | WMG | WARNER MUSIC GROUP CORP | $217.9M | 6.22% | 8,000,000 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $205.3M | 5.86% | 2,250,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $133.2M | 3.80% | 500,000 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $84.8M | 2.42% | 725,000 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $59.4M | 1.69% | 625,000 | 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.