Darsana Capital Partners
Latest statistics and disclosures from Darsana Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SATS, GWRE, NYT, HCA, SHC, and represent 54.44% of Darsana Capital Partners's stock portfolio.
- Added to shares of these 6 stocks: WING (+$189M), NYT (+$101M), SHC (+$79M), FWONK (+$51M), TDG (+$33M), FWONA.
- Started 1 new stock position in WING.
- Reduced shares in these 4 stocks: HLT (-$133M), SATS (-$112M), SGI (-$84M), WMG (-$60M).
- Sold out of its position in HLT.
- Darsana Capital Partners was a net buyer of stock by $64M.
- Darsana Capital Partners has $4.2B in assets under management (AUM), dropping by 21.23%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Echostar Corp Cl A (SATS) | 13.5 | $573M | -16% | 7.5M | 76.36 |
|
| Guidewire Software (GWRE) | 10.8 | $460M | 2.0M | 229.86 |
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| New York Times Cl A (NYT) | 10.8 | $459M | +28% | 8.0M | 57.40 |
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| Hca Holdings (HCA) | 10.0 | $426M | 1.0M | 426.20 |
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| Sotera Health (SHC) | 9.3 | $393M | +24% | 25M | 15.73 |
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| Tempur-Pedic International (SGI) | 7.9 | $337M | -20% | 4.0M | 84.33 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.4 | $312M | +19% | 3.0M | 104.45 |
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| TransDigm Group Incorporated (TDG) | 6.2 | $264M | +14% | 200k | 1318.02 |
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| Equifax (EFX) | 6.0 | $257M | 1.0M | 256.53 |
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| Charles Schwab Corporation (SCHW) | 5.1 | $215M | 2.3M | 95.47 |
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| Warner Music Group Corp Com Cl A (WMG) | 5.0 | $213M | -21% | 6.3M | 34.06 |
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| Wingstop (WING) | 4.4 | $189M | NEW | 750k | 251.68 |
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| Aercap Holdings Nv SHS (AER) | 2.1 | $88M | 725k | 121.00 |
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| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.4 | $61M | 636k | 95.22 |
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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 2025 Q3 filed Nov. 14, 2025
- Darsana Capital Partners 2025 Q2 filed Aug. 14, 2025
- Darsana Capital Partners 2025 Q1 filed May 15, 2025
- 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