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Darsana Capital Partners LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    14

  • Value ($000)

    $4,696,789

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SATS

ECHOSTAR CORP

CL A
278768106
$819.49M
17 %

7,000,000

G
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$598.24M
13 %

4,000,000

N
NYT

NEW YORK TIMES CO MTN BE

CL A
650111107
$421.89M
9 %

5,038,727

S
SHC

SOTERA HEALTH CO

COM
83601L102
$372.84M
8 %

26,000,000

F
FWONK

LIBERTY MEDIA CORP DEL

COM LBTY ONE S C
531229755
$365.59M
8 %

4,300,000

H
HCA

HCA HEALTHCARE INC

COM
40412C101
$354.93M
8 %

750,000

W
WMG

WARNER MUSIC GROUP CORP

COM CL A
934550203
$302.65M
6 %

11,850,000

D
DKS

DICKS SPORTING GOODS INC

COM
253393102
$272.65M
6 %

1,375,000

E
EFX

EQUIFAX INC

COM
294429105
$270.11M
6 %

1,500,000

V
VRT

VERTIV HOLDINGS CO

COM CL A
92537N108
$250.58M
5 %

1,000,000

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