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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | $116.28 | -6.71% | 565.22% | 421.43% | $819.5M | 17.45% | — | HELD |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | $136.06 | -10.00% | -46.80% | 18.11% | $598.2M | 12.74% | +1,500,000 | +60.0% |
| 3 | NYT | NEW YORK TIMES CO MTN BE | $76.88 | 2.17% | 39.36% | 84.89% | $421.9M | 8.98% | −2,620,173 | −34.2% |
| 4 | SHC | SOTERA HEALTH CO | $15.62 | 0.32% | 26.99% | -34.09% | $372.8M | 7.94% | — | HELD |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | $87.68 | 1.99% | -11.42% | 93.24% | $365.6M | 7.78% | +700,000 | +19.4% |
| 6 | HCA | HCA HEALTHCARE INC | $372.13 | 2.85% | -2.53% | 56.04% | $354.9M | 7.56% | −250,000 | −25.0% |
| 7 | WMG | WARNER MUSIC GROUP CORP | $29.93 | -0.23% | 16.28% | -11.78% | $302.6M | 6.44% | +3,850,000 | +48.1% |
| 8 | DKS | DICKS SPORTING GOODS INC | $214.83 | -1.27% | 21.74% | 139.35% | $272.6M | 5.81% | +875,000 | +175.0% |
| 9 | EFX | EQUIFAX INC | $172.13 | 0.67% | -35.17% | -31.38% | $270.1M | 5.75% | +500,000 | +50.0% |
| 10 | VRT | VERTIV HOLDINGS CO | $300.51 | -7.23% | 160.82% | 976.62% | $250.6M | 5.34% | −500,000 | −33.3% |
| 11 | SCHW | SCHWAB CHARLES CORP | $88.84 | 0.95% | 1.95% | 39.71% | $211.5M | 4.50% | — | HELD |
| 12 | SGI | SOMNIGROUP INTERNATIONAL INC | $68.01 | -2.33% | 4.77% | 65.51% | $196.3M | 4.18% | −344,531 | −11.5% |
| 13 | WING | WINGSTOP INC | $142.23 | -1.56% | -61.82% | -12.02% | $193.7M | 4.12% | +250,000 | +25.0% |
| 14 | FWONA | LIBERTY MEDIA CORP DEL | $80.94 | 2.25% | -9.82% | 103.91% | $66.4M | 1.41% | +37,250 | +4.6% |
| 15 | TDG | TRANSDIGM GROUP INC | $1238.74 | 0.87% | -9.69% | 132.48% | — | — | −200,000 | EXITED |
| 16 | AER | AERCAP HOLDINGS NV | $136.94 | 0.37% | 18.12% | 163.88% | — | — | −475,000 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-002303. 13F discloses long positions only — shorts, foreign equities, and options are excluded.