Darsana Capital Partners LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$3.4T
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HCAHCA HEALTHCARE INC | 1,250,000 | $431.9B | 12.55% | |
| 2 | GWREGUIDEWIRE SOFTWARE INC | 2,300,000 | $430.9B | 12.52% | |
| 3 | TPDSOMNIGROUP INTERNATIONAL INC | 7,000,000 | $419.2B | 12.18% | |
| 4 | FWONALIBERTY MEDIA CORP DEL | 3,490,000 | $314.1B | 9.13% | |
| 5 | NYTNEW YORK TIMES CO | 6,250,000 | $310.0B | 9.01% | |
| 6 | T7DTRANSDIGM GROUP INC | 200,000 | $276.7B | 8.04% | |
| 7 | EFXEQUIFAX INC | 1,000,000 | $243.6B | 7.08% | |
| 8 | SHCSOTERA HEALTH CO | 20,010,000 | $233.3B | 6.78% | |
| 9 | WMGWARNER MUSIC GROUP CORP | 7,000,000 | $219.4B | 6.38% | |
| 10 | SATSECHOSTAR CORP | 7,758,328 | $198.5B | 5.77% | |
| 11 | SCHWSCHWAB CHARLES CORP | 2,250,000 | $176.1B | 5.12% | |
| 12 | AERAERCAP HOLDINGS NV | 1,000,000 | $102.2B | 2.97% | |
| 13 | FWONALIBERTY MEDIA CORP DEL | 625,000 | $50.9B | 1.48% | |
| 14 | HLTHILTON WORLDWIDE HLDGS INC | 150,000 | $34.1B | 0.99% |