Darsana Capital Partners as of March 31, 2026
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 | |
| Guidewire Software (GWRE) | 12.7 | $598M | 4.0M | 149.56 | |
| New York Times Co Mtn Be Cl A (NYT) | 9.0 | $422M | 5.0M | 83.73 | |
| Sotera Health (SHC) | 7.9 | $373M | 26M | 14.34 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 7.8 | $366M | 4.3M | 85.02 | |
| Hca Holdings (HCA) | 7.6 | $355M | 750k | 473.24 | |
| Warner Music Group Corp Com Cl A (WMG) | 6.4 | $303M | 12M | 25.54 | |
| Dick's Sporting Goods (DKS) | 5.8 | $273M | 1.4M | 198.29 | |
| Equifax (EFX) | 5.8 | $270M | 1.5M | 180.07 | |
| Vertiv Holdings Com Cl A (VRT) | 5.3 | $251M | 1.0M | 250.58 | |
| Charles Schwab Corporation (SCHW) | 4.5 | $212M | 2.3M | 93.98 | |
| Tempur-Pedic International (SGI) | 4.2 | $196M | 2.7M | 73.92 | |
| Wingstop (WING) | 4.1 | $194M | 1.3M | 154.97 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 1.4 | $66M | 850k | 78.08 |
