Darsana Capital Partners as of Sept. 30, 2025
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 | 7.5M | 76.36 | |
| Guidewire Software (GWRE) | 10.8 | $460M | 2.0M | 229.86 | |
| New York Times Cl A (NYT) | 10.8 | $459M | 8.0M | 57.40 | |
| Hca Holdings (HCA) | 10.0 | $426M | 1.0M | 426.20 | |
| Sotera Health (SHC) | 9.3 | $393M | 25M | 15.73 | |
| Tempur-Pedic International (SGI) | 7.9 | $337M | 4.0M | 84.33 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.4 | $312M | 3.0M | 104.45 | |
| TransDigm Group Incorporated (TDG) | 6.2 | $264M | 200k | 1318.02 | |
| Equifax (EFX) | 6.0 | $257M | 1.0M | 256.53 | |
| Charles Schwab Corporation (SCHW) | 5.1 | $215M | 2.3M | 95.47 | |
| Warner Music Group Corp Com Cl A (WMG) | 5.0 | $213M | 6.3M | 34.06 | |
| Wingstop (WING) | 4.4 | $189M | 750k | 251.68 | |
| Aercap Holdings Nv SHS (AER) | 2.1 | $88M | 725k | 121.00 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.4 | $61M | 636k | 95.22 |
