Darsana Capital Partners LP
CIK: 0001609098SEC EDGAR →
Portfolio Value
$5.0T
Holdings
16
As of
Q4 2025
New Positions
1
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ECHOSTAR CORP | 7,000,000 | $760.9B | 15.16% |
| 2 | NEW YORK TIMES CO | 7,658,900 | $531.7B | 10.60% |
| 3 | GUIDEWIRE SOFTWARE INC | 2,500,000 | $502.5B | 10.02% |
| 4 | HCA HEALTHCARE INC | 1,000,000 | $466.9B | 9.30% |
| 5 | SOTERA HEALTH CO | 26,000,000 | $458.6B | 9.14% |
| 6 | LIBERTY MEDIA CORP DEL | 3,600,000 | $354.6B | 7.07% |
| 7 | SOMNIGROUP INTERNATIONAL INC | 3,000,000 | $267.8B | 5.34% |
| 8 | TRANSDIGM GROUP INC | 200,000 | $266.0B | 5.30% |
| 9 | WARNER MUSIC GROUP CORP | 8,000,000 | $245.4B | 4.89% |
| 10 | VERTIV HOLDINGS CO | 1,500,000 | $243.0B | 4.84% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 2 | $1.3T | 25.2% |
| Communication Services | 4 | $1.2T | 24.0% |
| Healthcare | 2 | $925.5B | 18.4% |
| Unknown | 2 | $533.8B | 10.6% |
| Industrials | 3 | $528.3B | 10.5% |
| Consumer Cyclical | 2 | $337.5B | 6.7% |
| Financial Services | 1 | $224.8B | 4.5% |