Darsana Capital Partners
Latest statistics and disclosures from Darsana Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TPX, GWRE, HCA, NYT, GOOGL, and represent 52.82% of Darsana Capital Partners's stock portfolio.
- Added to shares of these 7 stocks: WMG (+$184M), SATS (+$92M), FWONK (+$52M), TDG (+$44M), NYT (+$39M), HCA (+$23M), FWONA (+$6.2M).
- Started 2 new stock positions in FWONA, FWONK.
- Reduced shares in these 6 stocks: , BAC (-$238M), SCHW (-$194M), HLT (-$124M), GOOGL (-$95M), STZ.
- Sold out of its positions in BAC, CMCSA, SCHW.
- Darsana Capital Partners was a net seller of stock by $-551M.
- Darsana Capital Partners has $3.3B in assets under management (AUM), dropping by -19.10%.
- Central Index Key (CIK): 0001609098
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Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 14 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tempur-Pedic International (TPX) | 12.1 | $397M | 7.0M | 56.69 |
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| Guidewire Software (GWRE) | 11.8 | $388M | 2.3M | 168.58 |
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| Hca Holdings (HCA) | 11.2 | $368M | +6% | 1.2M | 300.15 |
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| New York Times Cl A (NYT) | 9.1 | $299M | +15% | 5.8M | 52.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 8.6 | $284M | -25% | 1.5M | 189.30 |
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| Constellation Brands Cl A (STZ) | 8.4 | $276M | 1.3M | 221.00 |
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| Sotera Health (SHC) | 8.3 | $274M | 20M | 13.68 |
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| TransDigm Group Incorporated (TDG) | 7.7 | $254M | +21% | 200k | 1267.28 |
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| Hilton Worldwide Holdings (HLT) | 7.5 | $247M | -33% | 1.0M | 247.16 |
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| Warner Music Group Corp Com Cl A (WMG) | 5.7 | $186M | +7206% | 6.0M | 31.00 |
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| Echostar Corp Cl A (SATS) | 4.9 | $160M | +133% | 7.0M | 22.90 |
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| Aercap Holdings Nv SHS (AER) | 2.9 | $96M | 1.0M | 95.70 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.6 | $52M | NEW | 557k | 92.66 |
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| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.2 | $6.2M | NEW | 74k | 84.04 |
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Past Filings by Darsana Capital Partners
SEC 13F filings are viewable for Darsana Capital Partners going back to 2014
- Darsana Capital Partners 2024 Q4 filed Feb. 14, 2025
- Darsana Capital Partners 2024 Q3 filed Nov. 14, 2024
- Darsana Capital Partners 2024 Q2 filed Aug. 14, 2024
- Darsana Capital Partners 2024 Q1 filed May 15, 2024
- Darsana Capital Partners 2023 Q4 filed Feb. 14, 2024
- Darsana Capital Partners 2023 Q3 filed Nov. 14, 2023
- Darsana Capital Partners 2023 Q2 filed Aug. 14, 2023
- Darsana Capital Partners 2023 Q1 filed May 15, 2023
- Darsana Capital Partners 2022 Q4 filed Feb. 14, 2023
- Darsana Capital Partners 2022 Q3 filed Nov. 14, 2022
- Darsana Capital Partners 2022 Q2 filed Aug. 15, 2022
- Darsana Capital Partners 2022 Q1 filed May 16, 2022
- Darsana Capital Partners 2021 Q4 filed Feb. 14, 2022
- Darsana Capital Partners 2021 Q3 filed Nov. 15, 2021
- Darsana Capital Partners 2021 Q2 filed Aug. 16, 2021
- Darsana Capital Partners 2021 Q1 filed May 17, 2021