Darsana Capital Partners as of June 30, 2025
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 13.4 | $471M | 2.0M | 235.45 | |
| Hca Holdings (HCA) | 10.9 | $383M | 1.0M | 383.10 | |
| New York Times Cl A (NYT) | 10.0 | $350M | 6.3M | 55.98 | |
| Tempur-Pedic International (SGI) | 9.7 | $340M | 5.0M | 68.05 | |
| TransDigm Group Incorporated (TDG) | 7.6 | $266M | 175k | 1520.64 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.5 | $261M | 2.5M | 104.50 | |
| Equifax (EFX) | 7.4 | $259M | 1.0M | 259.37 | |
| Echostar Corp Cl A (SATS) | 7.1 | $248M | 9.0M | 27.70 | |
| Sotera Health (SHC) | 6.4 | $223M | 20M | 11.12 | |
| Warner Music Group Corp Com Cl A (WMG) | 6.2 | $218M | 8.0M | 27.24 | |
| Charles Schwab Corporation (SCHW) | 5.9 | $205M | 2.3M | 91.24 | |
| Hilton Worldwide Holdings (HLT) | 3.8 | $133M | 500k | 266.34 | |
| Aercap Holdings Nv SHS (AER) | 2.4 | $85M | 725k | 117.00 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.7 | $59M | 625k | 94.96 |
