Darsana Capital Partners as of March 31, 2025
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hca Holdings (HCA) | 12.6 | $432M | 1.3M | 345.55 | |
| Guidewire Software (GWRE) | 12.5 | $431M | 2.3M | 187.36 | |
| Tempur-Pedic International (SGI) | 12.2 | $419M | 7.0M | 59.88 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 9.1 | $314M | 3.5M | 90.01 | |
| New York Times Cl A (NYT) | 9.0 | $310M | 6.3M | 49.60 | |
| TransDigm Group Incorporated (TDG) | 8.0 | $277M | 200k | 1383.29 | |
| Equifax (EFX) | 7.1 | $244M | 1.0M | 243.56 | |
| Sotera Health (SHC) | 6.8 | $233M | 20M | 11.66 | |
| Warner Music Group Corp Com Cl A (WMG) | 6.4 | $220M | 7.0M | 31.35 | |
| Echostar Corp Cl A (SATS) | 5.8 | $199M | 7.8M | 25.58 | |
| Charles Schwab Corporation (SCHW) | 5.1 | $176M | 2.3M | 78.28 | |
| Aercap Holdings Nv SHS (AER) | 3.0 | $102M | 1.0M | 102.17 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.5 | $51M | 625k | 81.47 | |
| Hilton Worldwide Holdings (HLT) | 1.0 | $34M | 150k | 227.55 |
