Institutions / Darsana Capital Partners LP
Darsana Capital Partners LP
CIK 1609098 · Institution · as of Dec 31, 2025
Portfolio value
$5.02B
Positions
16
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| EchoStar CORP | $760.90M | 15.2% |
| New York Times Co | $531.68M | 10.6% |
| Guidewire Software, Inc. | $502.52M | 10.0% |
| HCA Healthcare, Inc. | $466.86M | 9.3% |
| Sotera Health Co | $458.64M | 9.1% |
| Liberty Media Corp-Liberty Formula One | $354.64M | 7.1% |
| Somnigroup International Inc | $267.84M | 5.3% |
| TransDigm Group Inc. | $265.97M | 5.3% |
| Warner Music Group Corp | $245.36M | 4.9% |
| Vertiv Holdings Co | $243.01M | 4.8% |
| Wingstop Inc. | $238.49M | 4.8% |
| Schwab Charles Corp | $224.80M | 4.5% |
| Equifax Inc | $216.98M | 4.3% |
| Dick's Sporting Goods Inc | $98.98M | 2.0% |
| Liberty Media Corp-Liberty Formula One | $72.64M | 1.4% |
| AerCap Holdings N.V. | $68.29M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.