Darsana Capital Partners
Latest statistics and disclosures from Darsana Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SATS, NYT, GWRE, HCA, SHC, and represent 54.22% of Darsana Capital Partners's stock portfolio.
- Added to shares of these 8 stocks: VRT (+$243M), GWRE (+$101M), DKS (+$99M), FWONK (+$60M), WING (+$60M), WMG (+$54M), SHC (+$18M), FWONA (+$16M).
- Started 2 new stock positions in VRT, DKS.
- Reduced shares in these 4 stocks: SGI (-$89M), SATS (-$54M), AER (-$36M), NYT (-$24M).
- Darsana Capital Partners was a net buyer of stock by $446M.
- Darsana Capital Partners has $5.0B in assets under management (AUM), dropping by 18.19%.
- Central Index Key (CIK): 0001609098
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Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 16 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Echostar Corp Cl A (SATS) | 15.2 | $761M | -6% | 7.0M | 108.70 |
|
| New York Times Cl A (NYT) | 10.6 | $532M | -4% | 7.7M | 69.42 |
|
| Guidewire Software (GWRE) | 10.0 | $503M | +25% | 2.5M | 201.01 |
|
| Hca Holdings (HCA) | 9.3 | $467M | 1.0M | 466.86 |
|
|
| Sotera Health (SHC) | 9.1 | $459M | +4% | 26M | 17.64 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.1 | $355M | +20% | 3.6M | 98.51 |
|
| Tempur-Pedic International (SGI) | 5.3 | $268M | -25% | 3.0M | 89.28 |
|
| TransDigm Group Incorporated (TDG) | 5.3 | $266M | 200k | 1329.85 |
|
|
| Warner Music Group Corp Com Cl A (WMG) | 4.9 | $245M | +28% | 8.0M | 30.67 |
|
| Vertiv Holdings Com Cl A (VRT) | 4.8 | $243M | NEW | 1.5M | 162.01 |
|
| Wingstop (WING) | 4.8 | $239M | +33% | 1.0M | 238.49 |
|
| Charles Schwab Corporation (SCHW) | 4.5 | $225M | 2.3M | 99.91 |
|
|
| Equifax (EFX) | 4.3 | $217M | 1.0M | 216.98 |
|
|
| Dick's Sporting Goods (DKS) | 2.0 | $99M | NEW | 500k | 197.97 |
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.4 | $73M | +27% | 813k | 89.38 |
|
| Aercap Holdings Nv SHS (AER) | 1.4 | $68M | -34% | 475k | 143.76 |
|
Past Filings by Darsana Capital Partners
SEC 13F filings are viewable for Darsana Capital Partners going back to 2014
- Darsana Capital Partners 2025 Q4 filed Feb. 17, 2026
- 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