Darsana Capital Partners LP
CIK: 0001609098Latest portfolio: $5.0B · Q4 2025
Holdings
16
Total Value
$5.0B
New Positions
2
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SATSECHOSTAR CORP | 7,000,000 | $760.9M | 15.16% | -500,000 | |
| 2 | NYTNEW YORK TIMES CO | 7,658,900 | $531.7M | 10.60% | -341,100 | |
| 3 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $502.5M | 10.02% | +500K | |
| 4 | HCAHCA HEALTHCARE INC | 1,000,000 | $466.9M | 9.30% | — | |
| 5 | SHCSOTERA HEALTH CO | 26,000,000 | $458.6M | 9.14% | +1.0M | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 3,600,000 | $354.6M | 7.07% | +610K | |
| 7 | TPDSOMNIGROUP INTERNATIONAL INC | 3,000,000 | $267.8M | 5.34% | -1,000,000 | |
| 8 | T7DTRANSDIGM GROUP INC | 200,000 | $266.0M | 5.30% | — | |
| 9 | WMGWARNER MUSIC GROUP CORP | 8,000,000 | $245.4M | 4.89% | +1.8M | |
| 10 | VRTVERTIV HOLDINGS CO | 1,500,000 | $243.0M | 4.84% | NEW | |
| 11 | WINGWINGSTOP INC | 1,000,000 | $238.5M | 4.75% | +250K | |
| 12 | SCHWSCHWAB CHARLES CORP | 2,250,000 | $224.8M | 4.48% | — | |
| 13 | EFXEQUIFAX INC | 1,000,000 | $217.0M | 4.32% | — | |
| 14 | DKSDICKS SPORTING GOODS INC | 500,000 | $99.0M | 1.97% | NEW | |
| 15 | FWONALIBERTY MEDIA CORP DEL | 812,750 | $72.6M | 1.45% | +177K | |
| 16 | AERAERCAP HOLDINGS NV | 475,000 | $68.3M | 1.36% | -250,000 |
Quarterly Changes
Sector Breakdown
Communication Services0.0% ($53168035463624.5T)
Industrials0.0% ($24301521.7T)
Technology0.0% ($760.9T)
Healthcare0.0% ($466.9T)
Unknown0.0% ($267.8T)
Consumer Cyclical0.0% ($23.8T)
Financial Services0.0% ($224.8M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $5.0B | 16 |
| Q3 2025 | Nov 14, 2025 | $4.2T | 14 |
| Q2 2025 | Aug 14, 2025 | $3.5T | 14 |
| Q1 2025 | May 15, 2025 | $3.4T | 14 |
| Q4 2024 | Feb 14, 2025 | $3.3T | 14 |
| Q3 2024 | Nov 14, 2024 | $4061.7T | 15 |
| Q2 2024 | Aug 14, 2024 | $3658.6T | 14 |
| Q1 2024 | May 15, 2024 | $3111.9T | 13 |
| Q4 2023 | Feb 14, 2024 | $2802.8T | 11 |
| Q3 2023 | Nov 14, 2023 | $2039.6T | 10 |
| Q2 2023 | Aug 14, 2023 | $1550.2T | 9 |
| Q1 2023 | May 15, 2023 | $1485.7T | 12 |
| Q4 2022 | Feb 14, 2023 | $1499.7T | 11 |
| Q3 2022 | Nov 14, 2022 | $1.9T | 12 |
| Q2 2022 | Aug 15, 2022 | $1.9T | 12 |
| Q1 2022 | May 16, 2022 | $2.0T | 11 |
| Q4 2021 | Feb 14, 2022 | $2.2T | 13 |
| Q3 2021 | Nov 15, 2021 | $3.0T | 15 |
| Q2 2021 | Aug 16, 2021 | $3.5T | 18 |
| Q1 2021 | May 17, 2021 | $3.6T | 18 |
| Q4 2020 | Feb 16, 2021 | $3.5T | 14 |
| Q3 2020 | Nov 16, 2020 | $2.0T | 12 |
| Q2 2020 | Aug 14, 2020 | $1.7T | 12 |
| Q1 2020 | May 15, 2020 | $2.1T | 13 |
| Q4 2019 | Feb 14, 2020 | $2.9T | 13 |
| Q3 2019 | Nov 14, 2019 | $2.7T | 14 |
| Q2 2019 | Aug 14, 2019 | $3.1T | 15 |
| Q1 2019 | May 15, 2019 | $2.7T | 11 |
| Q4 2018 | Feb 14, 2019 | $2.4T | 12 |
| Q3 2018 | Nov 14, 2018 | $3.2T | 16 |
| Q2 2018 | Aug 14, 2018 | $3.2T | 15 |
| Q1 2018 | May 15, 2018 | $3.1T | 16 |
| Q4 2017 | Feb 14, 2018 | $2.7T | 16 |
| Q3 2017 | Nov 14, 2017 | $2.4T | 17 |
| Q2 2017 | Aug 14, 2017 | $2.3T | 15 |
| Q1 2017 | May 15, 2017 | $2.0T | 14 |
| Q4 2016 | Feb 14, 2017 | $2.1T | 20 |
| Q3 2016 | Nov 14, 2016 | $2.0T | 19 |
| Q2 2016 | Aug 15, 2016 | $1.9T | 18 |
| Q1 2016 | May 16, 2016 | $2.3T | 19 |
Fund Information
Darsana Capital Partners LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.0B across 16 holdings. The largest position is ECHOSTAR CORP (SATS), representing 15.2% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.