Darsana Capital Partners LP
CIK: 0001609098SEC EDGAR →
Portfolio Value
$4.8B
Holdings
16
As of
Q4 2025
New Positions
1
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ECHOSTAR CORP | 7,000,000 | $760.9M | 16.01% |
| 2 | NEW YORK TIMES CO | 7,658,900 | $531.7M | 11.19% |
| 3 | GUIDEWIRE SOFTWARE INC | 2,500,000 | $502.5M | 10.58% |
| 4 | HCA HEALTHCARE INC | 1,000,000 | $466.9M | 9.82% |
| 5 | SOTERA HEALTH CO | 26,000,000 | $458.6M | 9.65% |
| 6 | LIBERTY MEDIA CORP DEL | 3,600,000 | $354.6M | 7.46% |
| 7 | SOMNIGROUP INTERNATIONAL INC | 3,000,000 | $267.8M | 5.64% |
| 8 | WARNER MUSIC GROUP CORP | 8,000,000 | $245.4M | 5.16% |
| 9 | VERTIV HOLDINGS CO | 1,500,000 | $243.0M | 5.11% |
| 10 | WINGSTOP INC | 1,000,000 | $238.5M | 5.02% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 2 | $1.3B | 26.6% |
| Communication Services | 4 | $1.2B | 25.3% |
| Healthcare | 2 | $925.5M | 19.5% |
| Industrials | 3 | $528.3M | 11.1% |
| Consumer Cyclical | 2 | $337.5M | 7.1% |
| Unknown | 2 | $268.1M | 5.6% |
| Financial Services | 1 | $224.8M | 4.7% |