Darsana Capital Partners as of June 30, 2026
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 16 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 77.8 | $17B | 102M | 170.86 | |
| Amazon (AMZN) | 2.7 | $596M | 2.5M | 238.34 | |
| Echostar Corp Cl A | 2.3 | $508M | 5.0M | 101.50 | |
| Sotera Health (SHC) | 2.2 | $479M | 27M | 17.75 | |
| Guidewire Software (GWRE) | 2.1 | $468M | 3.8M | 123.05 | |
| Hca Holdings (HCA) | 1.9 | $429M | 1.1M | 389.89 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.8 | $409M | 4.3M | 95.14 | |
| New York Times Co Mtn Be Cl A (NYT) | 1.6 | $350M | 5.0M | 69.98 | |
| Dick's Sporting Goods (DKS) | 1.5 | $340M | 1.5M | 226.81 | |
| Warner Music Group Corp Com Cl A (WMG) | 1.5 | $323M | 12M | 27.07 | |
| Wingstop (WING) | 1.2 | $260M | 1.5M | 173.41 | |
| Equifax (EFX) | 1.1 | $238M | 1.5M | 158.72 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $208M | 2.3M | 92.27 | |
| Meta Platforms Cl A (META) | 0.8 | $169M | 300k | 563.29 | |
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $82M | 245k | 334.82 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.3 | $74M | 850k | 87.54 |
