Darsana Capital Partners LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$4.2T
Holdings
14
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SATSECHOSTAR CORP | 7,500,000 | $572.7B | 13.49% | |
| 2 | GWREGUIDEWIRE SOFTWARE INC | 2,000,000 | $459.7B | 10.83% | |
| 3 | NYTNEW YORK TIMES CO | 8,000,000 | $459.2B | 10.82% | |
| 4 | HCAHCA HEALTHCARE INC | 1,000,000 | $426.2B | 10.04% | |
| 5 | SHCSOTERA HEALTH CO | 25,000,000 | $393.3B | 9.26% | |
| 6 | TPDSOMNIGROUP INTERNATIONAL INC | 4,000,000 | $337.3B | 7.95% | |
| 7 | FWONALIBERTY MEDIA CORP DEL | 2,990,000 | $312.3B | 7.36% | |
| 8 | T7DTRANSDIGM GROUP INC | 200,000 | $263.6B | 6.21% | |
| 9 | EFXEQUIFAX INC | 1,000,000 | $256.5B | 6.04% | |
| 10 | SCHWSCHWAB CHARLES CORP | 2,250,000 | $214.8B | 5.06% | |
| 11 | WMGWARNER MUSIC GROUP CORP | 6,250,000 | $212.9B | 5.01% | |
| 12 | WINGWINGSTOP INC | 750,000 | $188.8B | 4.45% | |
| 13 | AERAERCAP HOLDINGS NV | 725,000 | $87.7B | 2.07% | |
| 14 | FWONALIBERTY MEDIA CORP DEL | 635,970 | $60.6B | 1.43% |