The Analysis of Darsana Capital Partners LP's Holdings
Currently, Darsana Capital Partners LP holds 16 types of securities in its portfolio with a total value $5.0B. In the most recent quarter, they have increased their positions in NYT (+7.7M shares, valued at $531.7M), GWRE (+2.5M shares, valued at $502.5M), HCA (+1.0M shares, valued at $466.9M); decreased their positions in SATS (-1.4M shares, valued at $146.7M); initiated new positions in NYT (+7.7M shares, valued at $531.7M), GWRE (+2.5M shares, valued at $502.5M), HCA (+1.0M shares, valued at $466.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SATS ECHOSTAR CORP7.0M shares-16.17%2025-12-312026-02-17
NYT NEW YORK TIMES CO7.7M sharesnew addition2025-12-312026-02-17 GWRE GUIDEWIRE SOFTWARE INC2.5M sharesnew addition2025-12-312026-02-17 HCA HCA HEALTHCARE INC1.0M sharesnew addition2025-12-312026-02-17 SHC SOTERA HEALTH CO26.0M sharesnew addition2025-12-312026-02-17 SGI SOMNIGROUP INTERNATIONAL INC3.0M sharesnew addition2025-12-312026-02-17 TDG TRANSDIGM GROUP INC200.0K sharesnew addition2025-12-312026-02-17 WMG WARNER MUSIC GROUP CORP8.0M sharesnew addition2025-12-312026-02-17 VRT VERTIV HOLDINGS CO1.5M sharesnew addition2025-12-312026-02-17 WING WINGSTOP INC1.0M sharesnew addition2025-12-312026-02-17 SCHW SCHWAB CHARLES CORP2.3M sharesnew addition2025-12-312026-02-17 EFX EQUIFAX INC1.0M sharesnew addition2025-12-312026-02-17 DKS DICKS SPORTING GOODS INC500.0K sharesnew addition2025-12-312026-02-17 AER AERCAP HOLDINGS NV475.0K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available