Darsana Capital Partners Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.70B
Q ending 2026-03-31
Prior quarter
$5.02B
Q ending 2025-12-31
Change
-6.4% QoQ · +36.5% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Echostar Corp | ECHO | Shares | $819.5M | 7.0M |
| Guidewire Software Inc | GWRE | Shares | $598.2M | 4.0M |
| New York Times Co Mtn Be | NYT | Shares | $421.9M | 5.0M |
| Sotera Health Co | SHC | Shares | $372.8M | 26.0M |
| Liberty Media Corp Del | FWONK | Shares | $365.6M | 4.3M |
| Hca Healthcare Inc | HCA | Shares | $354.9M | 750K |
| Warner Music Group Corp | WMG | Shares | $302.6M | 11.8M |
| Dicks Sporting Goods Inc | DKS | Shares | $272.6M | 1.4M |
| Equifax Inc | EFX | Shares | $270.1M | 1.5M |
| Vertiv Holdings Co | VRT | Shares | $250.6M | 1.0M |
| Schwab Charles Corp | SCHW | Shares | $211.5M | 2.3M |
| Somnigroup International Inc | SGI | Shares | $196.3M | 2.7M |
| Wingstop Inc | WING | Shares | $193.7M | 1.3M |
| Liberty Media Corp Del | FWONA | Shares | $66.4M | 850K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.