Institutional
Darsana Capital Partners LP
CIK 0001609098
$4.70B
Reported AUM
14
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | — | — | — | — | $819.5M | 17.45% | — | HELD |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | $167.26 | 4.93% | -28.48% | 34.56% | $598.2M | 12.74% | — | HELD |
| 3 | NYT | NEW YORK TIMES CO MTN BE | $77.69 | 3.34% | 50.33% | 61.32% | $421.9M | 8.98% | — | HELD |
| 4 | SHC | SOTERA HEALTH CO | $17.53 | -1.30% | 59.28% | -27.39% | $372.8M | 7.94% | — | HELD |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | $101.89 | 0.68% | 2.28% | 107.10% | $365.6M | 7.78% | — | HELD |
| 6 | HCA | HCA HEALTHCARE INC | $408.18 | -2.39% | 15.12% | 68.26% | $354.9M | 7.56% | — | HELD |
| 7 | WMG | WARNER MUSIC GROUP CORP | $29.20 | 1.53% | 4.49% | -14.76% | $302.6M | 6.44% | — | HELD |
| 8 | DKS | DICKS SPORTING GOODS INC | $205.99 | -2.55% | 3.39% | 73.11% | $272.6M | 5.81% | — | HELD |
| 9 | EFX | EQUIFAX INC | $187.05 | 0.02% | -21.25% | -28.64% | $270.1M | 5.75% | — | HELD |
| 10 | VRT | VERTIV HOLDINGS CO | $223.04 | -17.26% | 90.59% | 861.48% | $250.6M | 5.34% | — | HELD |
| 11 | SCHW | SCHWAB CHARLES CORP | $104.47 | -1.42% | 12.19% | 54.86% | $211.5M | 4.50% | — | HELD |
| 12 | SGI | SOMNIGROUP INTERNATIONAL INC | $68.40 | -5.13% | 0.70% | 69.49% | $196.3M | 4.18% | — | HELD |
| 13 | WING | WINGSTOP INC | $139.45 | 3.40% | -61.29% | -14.14% | $193.7M | 4.12% | — | HELD |
| 14 | FWONA | LIBERTY MEDIA CORP DEL | $93.50 | 0.65% | 5.27% | 113.74% | $66.4M | 1.41% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002303. 13F discloses long positions only — shorts, foreign equities, and options are excluded.