Darsana Capital Partners LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.5T
Holdings
14
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 2,000,000 | $470.9B | 13.45% | |
| 2 | HCAHCA HEALTHCARE INC | 1,000,000 | $383.1B | 10.94% | |
| 3 | NYTNEW YORK TIMES CO | 6,250,000 | $349.9B | 9.99% | |
| 4 | TPDSOMNIGROUP INTERNATIONAL INC | 5,000,000 | $340.3B | 9.72% | |
| 5 | T7DTRANSDIGM GROUP INC | 175,000 | $266.1B | 7.60% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 2,500,000 | $261.3B | 7.46% | |
| 7 | EFXEQUIFAX INC | 1,000,000 | $259.4B | 7.41% | |
| 8 | SATSECHOSTAR CORP | 8,960,000 | $248.2B | 7.09% | |
| 9 | SHCSOTERA HEALTH CO | 20,010,000 | $222.5B | 6.35% | |
| 10 | WMGWARNER MUSIC GROUP CORP | 8,000,000 | $217.9B | 6.22% | |
| 11 | SCHWSCHWAB CHARLES CORP | 2,250,000 | $205.3B | 5.86% | |
| 12 | HLTHILTON WORLDWIDE HLDGS INC | 500,000 | $133.2B | 3.80% | |
| 13 | AERAERCAP HOLDINGS NV | 725,000 | $84.8B | 2.42% | |
| 14 | FWONALIBERTY MEDIA CORP DEL | 625,000 | $59.4B | 1.69% |