Darsana Capital Partners LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$5.0B
Holdings
16
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SATSECHOSTAR CORP | 7,000,000 | $760.9M | 15.16% | |
| 2 | NYTNEW YORK TIMES CO | 7,658,900 | $531.7M | 10.60% | |
| 3 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $502.5M | 10.02% | |
| 4 | HCAHCA HEALTHCARE INC | 1,000,000 | $466.9M | 9.30% | |
| 5 | SHCSOTERA HEALTH CO | 26,000,000 | $458.6M | 9.14% | |
| 6 | FWONALIBERTY MEDIA CORP DEL | 3,600,000 | $354.6M | 7.07% | |
| 7 | TPDSOMNIGROUP INTERNATIONAL INC | 3,000,000 | $267.8M | 5.34% | |
| 8 | T7DTRANSDIGM GROUP INC | 200,000 | $266.0M | 5.30% | |
| 9 | WMGWARNER MUSIC GROUP CORP | 8,000,000 | $245.4M | 4.89% | |
| 10 | VRTVERTIV HOLDINGS CO | 1,500,000 | $243.0M | 4.84% | |
| 11 | WINGWINGSTOP INC | 1,000,000 | $238.5M | 4.75% | |
| 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% | |
| 15 | FWONALIBERTY MEDIA CORP DEL | 812,750 | $72.6M | 1.45% | |
| 16 | AERAERCAP HOLDINGS NV | 475,000 | $68.3M | 1.36% |