Darsana Capital Partners LP — 13F Holdings & Portfolio
CIK 1609098 · latest 13F-HR filed 2026-05-15
Darsana Capital Partners LP manages $4.70B in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SATS (17.45%), GWRE (12.74%), NYT (8.98%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 2, added to 5, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$4.70B
Long-equity book
14
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −2 / ↑5 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DICKS SPORTING GOODS INC$173.7M +175.4%
- GUIDEWIRE SOFTWARE INC$95.7M +19.0%
- ECHOSTAR CORP$58.6M +7.7%
- WARNER MUSIC GROUP CORP$57.3M +23.3%
- EQUIFAX INC$53.1M +24.5%
Top Trims
- HCA HEALTHCARE INC-$111.9M -24.0%
- NEW YORK TIMES CO MTN BE-$109.8M -20.6%
- SOTERA HEALTH CO-$85.8M -18.7%
- SOMNIGROUP INTERNATIONAL INC-$71.5M -26.7%
- WINGSTOP INC-$44.8M -18.8%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ECHOSTAR CORP | SATS | 278768106 | $819.5M | 17.45% | 7,000,000 | SH |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 40171V100 | $598.2M | 12.74% | 4,000,000 | SH |
| 3 | NEW YORK TIMES CO MTN BE | NYT | 650111107 | $421.9M | 8.98% | 5,038,727 | SH |
| 4 | SOTERA HEALTH CO | SHC | 83601L102 | $372.8M | 7.94% | 26,000,000 | SH |
| 5 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $365.6M | 7.78% | 4,300,000 | SH |
| 6 | HCA HEALTHCARE INC | HCA | 40412C101 | $354.9M | 7.56% | 750,000 | SH |
| 7 | WARNER MUSIC GROUP CORP | WMG | 934550203 | $302.6M | 6.44% | 11,850,000 | SH |
| 8 | DICKS SPORTING GOODS INC | DKS | 253393102 | $272.6M | 5.81% | 1,375,000 | SH |
| 9 | EQUIFAX INC | EFX | 294429105 | $270.1M | 5.75% | 1,500,000 | SH |
| 10 | VERTIV HOLDINGS CO | VRT | 92537N108 | $250.6M | 5.34% | 1,000,000 | SH |
| 11 | SCHWAB CHARLES CORP | SCHW | 808513105 | $211.5M | 4.50% | 2,250,000 | SH |
| 12 | SOMNIGROUP INTERNATIONAL INC | SGI | 88023U101 | $196.3M | 4.18% | 2,655,469 | SH |
| 13 | WINGSTOP INC | WING | 974155103 | $193.7M | 4.12% | 1,250,000 | SH |
| 14 | LIBERTY MEDIA CORP DEL | FWONA | 531229771 | $66.4M | 1.41% | 850,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $4.70B | 14 | 0001172661-26-002303 |
| 2025-12-31 | 2026-02-17 | $5.02B | 16 | 0001172661-26-000954 |
| 2025-09-30 | 2025-11-14 | $4.25B | 14 | 0001172661-25-005020 |