Institutional Fund
Darsana Capital Partners LP
New York, NYCIK 16090985 filings on record
Portfolio Value
$4.70B
Q1 2026
Holdings
14
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-6.4%
from $5.02B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Echostar Corp17.4%
- Guidewire Software Inc12.7%
- New York Times Co9.0%
- Sotera Health Co7.9%
- Liberty Media Corp Del7.8%
- Hca Healthcare Inc7.6%
- Other37.6%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Echostar Corp | 7.00M | $819.49M | 17.4% | 0 | Held |
| 2 | Guidewire Software Inc | 4.00M | $598.24M | 12.7% | +1.50M | Added |
| 3 | New York Times Co | 5.04M | $421.89M | 9.0% | −2.62M | Reduced |
| 4 | Sotera Health Co | 26.00M | $372.84M | 7.9% | 0 | Held |
| 5 | Liberty Media Corp Del | 4.30M | $365.59M | 7.8% | +700.0K | Added |
| 6 | Hca Healthcare Inc | 750.0K | $354.93M | 7.6% | −250.0K | Reduced |
| 7 | Warner Music Group Corp | 11.85M | $302.65M | 6.4% | +3.85M | Added |
| 8 | Dicks Sporting Goods Inc | 1.38M | $272.65M | 5.8% | +875.0K | Added |
| 9 | Equifax Inc | 1.50M | $270.11M | 5.8% | +500.0K | Added |
| 10 | Vertiv Holdings Co | 1.00M | $250.58M | 5.3% | −500.0K | Reduced |
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