Darsana Capital Partners Lp Portfolio Stock Holdings
Darsana Capital Partners Lp disclosed 14 stock positions valued at approximately $4.7 billion in its latest SEC 13F filing. The largest holdings include ECHOSTAR CORP, GUIDEWIRE SOFTWARE INC, and NEW YORK TIMES CO MTN BE. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $4.7B
Holdings by Sector
Darsana Capital Partners Lp Portfolio Holdings in Q1 2026
14 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ECHOSTAR CORP | SATS | Technology | 17.45% | 7,000,000 | - | - | $819,490,000 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 12.74% | 4,000,000 | +1,500,000 | +60.00% | $598,240,000 |
| NEW YORK TIMES CO MTN BE | NYT | Communication Services | 8.98% | 5,038,727 | -2,620,173 | -34.21% | $421,892,612 |
| SOTERA HEALTH CO | SHC | Healthcare | 7.94% | 26,000,000 | - | - | $372,840,000 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 7.78% | 4,300,000 | +700,000 | +19.44% | $365,586,000 |
| HCA HEALTHCARE INC | HCA | Healthcare | 7.56% | 750,000 | -250,000 | -25.00% | $354,930,000 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 6.44% | 11,850,000 | +3,850,000 | +48.13% | $302,649,000 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 5.81% | 1,375,000 | +875,000 | +175.00% | $272,648,750 |
| EQUIFAX INC | EFX | Industrials | 5.75% | 1,500,000 | +500,000 | +50.00% | $270,105,000 |
| VERTIV HOLDINGS CO | VRT | Industrials | 5.34% | 1,000,000 | -500,000 | -33.33% | $250,580,000 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 4.50% | 2,250,000 | - | - | $211,455,000 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 4.18% | 2,655,469 | -344,531 | -11.48% | $196,292,268 |
| WINGSTOP INC | WING | Consumer Cyclical | 4.12% | 1,250,000 | +250,000 | +25.00% | $193,712,500 |
| LIBERTY MEDIA CORP DEL | FWONA | Communication Services | 1.41% | 850,000 | +37,250 | +4.58% | $66,368,000 |