Holdings of Darsana Capital Partners LP
14 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85.8 % of the equity sleeve
Sector breakdown
- Financials 21.9 %
- Industrials 15.3 %
- Health care 7.6 %
- Unattributed 55.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 14 | 4.7B $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| EchoStar Corp | 7,000,000 | 819.5M $ | |
| Guidewire Software Inc | 4,000,000 | 598.2M $ | |
| New York Times Co/The | 5,038,727 | 421.9M $ | |
| Sotera Health Co | 26,000,000 | 372.8M $ | |
| Liberty Media Corp-Liberty Formula One | 4,300,000 | 365.6M $ | |
| HCA Healthcare Inc | 750,000 | 354.9M $ | |
| Warner Music Group Corp | 11,850,000 | 302.6M $ | |
| Dick's Sporting Goods Inc | 1,375,000 | 272.6M $ | |
| Equifax Inc | 1,500,000 | 270.1M $ | |
| Vertiv Holdings Co | 1,000,000 | 250.6M $ | |
| Charles Schwab Corp/The | 2,250,000 | 211.5M $ | |
| Somnigroup International Inc | 2,655,469 | 196.3M $ | |
| Wingstop Inc | 1,250,000 | 193.7M $ | |
| Liberty Media Corp-Liberty Formula One | 850,000 | 66.4M $ |