Darsana Capital Partners
$4.7B Assets Reported
16 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SATS | ECHOSTAR CORP | 7,000,000 | $819M | 17.4% |
| GWRE | GUIDEWIRE SOFTWARE INC | 4,000,000 | $598M | 12.7% |
| NYT | NEW YORK TIMES CO MTN BE | 5,038,727 | $422M | 9.0% |
| SHC | SOTERA HEALTH CO | 26,000,000 | $373M | 7.9% |
| FWONK | LIBERTY MEDIA CORP DEL | 4,300,000 | $366M | 7.8% |
| HCA | HCA HEALTHCARE INC | 750,000 | $355M | 7.6% |
| WMG | WARNER MUSIC GROUP CORP | 11,850,000 | $303M | 6.4% |
| DKS | DICKS SPORTING GOODS INC | 1,375,000 | $273M | 5.8% |
| EFX | EQUIFAX INC | 1,500,000 | $270M | 5.8% |
| VRT | VERTIV HOLDINGS CO | 1,000,000 | $251M | 5.3% |
Track Darsana Capital Partners's 13F portfolio: $4.7B in reported holdings, 16 positions. Top holdings, AUM, and quarterly changes on SentiSense.