Darsana Capital Partners LP
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
14
- Value ($000)
$3,502,115
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001609098
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GWRE GUIDEWIRE SOFTWARE INC | COM | 40171V100 | $470.90M | 13 % | 2,000,000 | ||
HCA HCA HEALTHCARE INC | COM | 40412C101 | $383.10M | 11 % | 1,000,000 | ||
NYT NEW YORK TIMES CO | CL A | 650111107 | $349.88M | 10 % | 6,250,000 | ||
TPD SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | $340.25M | 10 % | 5,000,000 | ||
TRANSDIGM GROUP INC | COM | 893641100 | $266.11M | 8 % | 175,000 | ||
FWONK LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | $261.25M | 8 % | 2,500,000 | ||
EFX EQUIFAX INC | COM | 294429105 | $259.37M | 7 % | 1,000,000 | ||
SATS ECHOSTAR CORP | CL A | 278768106 | $248.19M | 7 % | 8,960,000 | ||
SHC SOTERA HEALTH CO | COM | 83601L102 | $222.51M | 6 % | 20,010,000 | ||
WMG WARNER MUSIC GROUP CORP | COM CL A | 934550203 | $217.92M | 6 % | 8,000,000 |
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