Q3 2025 · 13F-HR
Darsana Capital Partners LPholdings as filed
Filed 2025-11-14 · accession 0001172661-25-005020
$4.25B
Reported value
14
Positions
2025-09-30
Period end
The Brief · Darsana Capital Partners LP · Q3 2025
AI · grounded in 13F
Darsana Capital Partners LP established a new position in SATS valued at $572.7M. The fund also initiated new stakes in GWRE for $459.72M and NYT for $459.2M. Other new additions include HCA at $426.2M and SHC at $393.25M. Total assets under management stand at $4.25B across 14 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 278768106 | SATS | ECHOSTAR CORP | $572.7M | 13.5% | 7,500,000 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $459.7M | 10.8% | 2,000,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $459.2M | 10.8% | 8,000,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $426.2M | 10.0% | 1,000,000 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $393.3M | 9.26% | 25,000,000 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $337.3M | 7.95% | 4,000,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $312.3M | 7.36% | 2,990,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $263.6M | 6.21% | 200,000 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $256.5M | 6.04% | 1,000,000 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $214.8M | 5.06% | 2,250,000 | Common | SOLE |
| 934550203 | WMG | WARNER MUSIC GROUP CORP | $212.9M | 5.01% | 6,250,000 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $188.8M | 4.45% | 750,000 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $87.7M | 2.07% | 725,000 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $60.6M | 1.43% | 635,970 | 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.