Darsana Capital Partners Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Darsana Capital Partners Lp disclosed 15 stock positions valued at approximately $22.27B as of quarter-end June 30, 2026. The largest holdings include AMAZON COM INC, ECHOSTAR CORP, and SOTERA HEALTH CO.
- Report Period
- June 30, 2026
- No. of Stocks
- 15
- Portfolio Value
- $22.27B
Holdings by Sector
Darsana Capital Partners Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.68% | 2,500,000 | +2,500,000 | +100.00% | $595,850,000 |
| ECHOSTAR CORP | SATS | Technology | 2.28% | 5,000,000 | -2,000,000 | -28.57% | $507,500,000 |
| SOTERA HEALTH CO | SHC | Healthcare | 2.15% | 27,000,000 | +1,000,000 | +3.85% | $479,250,000 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 2.10% | 3,804,000 | -196,000 | -4.90% | $468,082,200 |
| HCA HEALTHCARE INC | HCA | Healthcare | 1.93% | 1,100,000 | +350,000 | +46.67% | $428,879,000 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 1.84% | 4,300,000 | - | - | $409,102,000 |
| NEW YORK TIMES CO MTN BE | NYT | Communication Services | 1.57% | 5,000,000 | -38,727 | -0.77% | $349,900,000 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 1.53% | 1,500,000 | +125,000 | +9.09% | $340,215,000 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 1.45% | 11,943,199 | +93,199 | +0.79% | $323,302,397 |
| WINGSTOP INC | WING | Consumer Cyclical | 1.17% | 1,500,000 | +250,000 | +20.00% | $260,115,000 |
| EQUIFAX INC | EFX | Industrials | 1.07% | 1,500,000 | - | - | $238,080,000 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.93% | 2,250,000 | - | - | $207,607,500 |
| META PLATFORMS INC | META | Communication Services | 0.76% | 300,000 | +300,000 | +100.00% | $168,987,000 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.37% | 244,906 | -755,094 | -75.51% | $81,999,427 |
| LIBERTY MEDIA CORP DEL | FWONA | Communication Services | 0.33% | 850,000 | - | - | $74,409,000 |
Showing 15 of 15 holdings in the latest reporting period.