Q1 2026 · 13F-HR
Darsana Capital Partners LPholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002303
$4.70B
Reported value
14
Positions
2026-03-31
Period end
The Brief · Darsana Capital Partners LP · Q1 2026
AI · grounded in 13F
Darsana Capital Partners LP closed its position in TDG, reducing exposure by $265.97M. The fund also exited its holding in AER for a total of $68.28M. On the buy side, the fund increased its stake in DKS by 175% and grew its position in GWRE by 60%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 278768106 | SATS | ECHOSTAR CORP | $819.5M | 17.4% | 7,000,000 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $598.2M | 12.7% | 4,000,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO MTN BE | $421.9M | 8.98% | 5,038,727 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $372.8M | 7.94% | 26,000,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $365.6M | 7.78% | 4,300,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $354.9M | 7.56% | 750,000 | Common | SOLE |
| 934550203 | WMG | WARNER MUSIC GROUP CORP | $302.6M | 6.44% | 11,850,000 | Common | SOLE |
| 253393102 | DKS | DICKS SPORTING GOODS INC | $272.6M | 5.81% | 1,375,000 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $270.1M | 5.75% | 1,500,000 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $250.6M | 5.34% | 1,000,000 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $211.5M | 4.50% | 2,250,000 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $196.3M | 4.18% | 2,655,469 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $193.7M | 4.12% | 1,250,000 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $66.4M | 1.41% | 850,000 | 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.