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, SHC, FWONK, and represent 54.89% of Darsana Capital Partners's stock portfolio.
- Added to shares of these 7 stocks: GWRE (+$224M), DKS (+$174M), WMG (+$98M), EFX (+$90M), FWONK (+$60M), WING (+$39M), FWONA.
- Reduced shares in these 6 stocks: TDG (-$266M), NYT (-$219M), VRT (-$125M), HCA (-$118M), , SGI (-$26M).
- Sold out of its positions in TDG, AER.
- Darsana Capital Partners was a net seller of stock by $-135M.
- Darsana Capital Partners has $4.7B in assets under management (AUM), dropping by -6.39%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Echostar Corp Cl A (SATS) | 17.4 | $820M | 7.0M | 117.07 |
|
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| Guidewire Software (GWRE) | 12.7 | $598M | +60% | 4.0M | 149.56 |
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| New York Times Co Mtn Be Cl A (NYT) | 9.0 | $422M | -34% | 5.0M | 83.73 |
|
| Sotera Health (SHC) | 7.9 | $373M | 26M | 14.34 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.8 | $366M | +19% | 4.3M | 85.02 |
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| Hca Holdings (HCA) | 7.6 | $355M | -25% | 750k | 473.24 |
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| Warner Music Group Corp Com Cl A (WMG) | 6.4 | $303M | +48% | 12M | 25.54 |
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| Dick's Sporting Goods (DKS) | 5.8 | $273M | +175% | 1.4M | 198.29 |
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| Equifax (EFX) | 5.8 | $270M | +50% | 1.5M | 180.07 |
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| Vertiv Holdings Com Cl A (VRT) | 5.3 | $251M | -33% | 1.0M | 250.58 |
|
| Charles Schwab Corporation (SCHW) | 4.5 | $212M | 2.3M | 93.98 |
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| Tempur-Pedic International (SGI) | 4.2 | $196M | -11% | 2.7M | 73.92 |
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| Wingstop (WING) | 4.1 | $194M | +25% | 1.3M | 154.97 |
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| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.4 | $66M | +4% | 850k | 78.08 |
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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 2026 Q1 filed May 15, 2026
- 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