Darsana Capital Partners LP

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    14

  • Value ($000)

    $4,245,554

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001609098
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SATS

ECHOSTAR CORP

CL A
$572.70M
14 %

7,500,000

G
GWRE

GUIDEWIRE SOFTWARE INC

COM
$459.72M
11 %

2,000,000

N
NYT

NEW YORK TIMES CO

CL A
$459.20M
11 %

8,000,000

H
HCA

HCA HEALTHCARE INC

COM
$426.20M
10 %

1,000,000

S
SHC

SOTERA HEALTH CO

COM
$393.25M
9 %

25,000,000

T
TPD

SOMNIGROUP INTERNATIONAL INC

COM
$337.32M
8 %

4,000,000

F
FWONK

LIBERTY MEDIA CORP DEL

COM LBTY ONE S C
$312.31M
7 %

2,990,000

---

TRANSDIGM GROUP INC

COM
$263.60M
6 %

200,000

E
EFX

EQUIFAX INC

COM
$256.53M
6 %

1,000,000

S
SCHW

SCHWAB CHARLES CORP

COM
$214.81M
5 %

2,250,000

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