Darsana Capital Partners as of Dec. 31, 2025
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 | 7.0M | 108.70 | |
| New York Times Cl A (NYT) | 10.6 | $532M | 7.7M | 69.42 | |
| Guidewire Software (GWRE) | 10.0 | $503M | 2.5M | 201.01 | |
| Hca Holdings (HCA) | 9.3 | $467M | 1.0M | 466.86 | |
| Sotera Health (SHC) | 9.1 | $459M | 26M | 17.64 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.1 | $355M | 3.6M | 98.51 | |
| Tempur-Pedic International (SGI) | 5.3 | $268M | 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 | 8.0M | 30.67 | |
| Vertiv Holdings Com Cl A (VRT) | 4.8 | $243M | 1.5M | 162.01 | |
| Wingstop (WING) | 4.8 | $239M | 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 | 500k | 197.97 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.4 | $73M | 813k | 89.38 | |
| Aercap Holdings Nv SHS (AER) | 1.4 | $68M | 475k | 143.76 |
