Q4 2025 · 13F-HR
Darsana Capital Partners LPholdings as filed
Filed 2026-02-17 · accession 0001172661-26-000954
$5.02B
Reported value
16
Positions
2025-12-31
Period end
The Brief · Darsana Capital Partners LP · Q4 2025
AI · grounded in 13F
Darsana Capital Partners LP established a new position in VRT valued at $243.01M. The fund also initiated a new stake in DKS worth $98.98M. Additionally, the manager increased its holding in WING by 33.33% and reduced its position in AER by 34.48%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 278768106 | SATS | ECHOSTAR CORP | $760.9M | 15.2% | 7,000,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $531.7M | 10.6% | 7,658,900 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $502.5M | 10.0% | 2,500,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $466.9M | 9.30% | 1,000,000 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $458.6M | 9.14% | 26,000,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $354.6M | 7.07% | 3,600,000 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $267.8M | 5.34% | 3,000,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $266.0M | 5.30% | 200,000 | Common | SOLE |
| 934550203 | WMG | WARNER MUSIC GROUP CORP | $245.4M | 4.89% | 8,000,000 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $243.0M | 4.84% | 1,500,000 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $238.5M | 4.75% | 1,000,000 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $224.8M | 4.48% | 2,250,000 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $217.0M | 4.32% | 1,000,000 | Common | SOLE |
| 253393102 | DKS | DICKS SPORTING GOODS INC | $99.0M | 1.97% | 500,000 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $72.6M | 1.45% | 812,750 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $68.3M | 1.36% | 475,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.