Institutional
Darsana Capital Partners LP
CIK 0001609098
$4.70B
Reported AUM
14
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Darsana Capital Partners LP · Q1 2026
AI · grounded in 13F
Darsana Capital Partners LP closed its position in TDG, reducing exposure by $265.97M. The fund also exited its holding in AER for a total of $68.28M. On the buy side, the fund increased its stake in DKS by 175% and grew its position in GWRE by 60%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | $819.5M | 17.45% | — | HELD |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | $598.2M | 12.74% | +1,500,000 | +60.0% |
| 3 | NYT | NEW YORK TIMES CO MTN BE | $421.9M | 8.98% | -2,620,173 | -34.2% |
| 4 | SHC | SOTERA HEALTH CO | $372.8M | 7.94% | — | HELD |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | $365.6M | 7.78% | +700,000 | +19.4% |
| 6 | HCA | HCA HEALTHCARE INC | $354.9M | 7.56% | -250,000 | -25.0% |
| 7 | WMG | WARNER MUSIC GROUP CORP | $302.6M | 6.44% | +3,850,000 | +48.1% |
| 8 | DKS | DICKS SPORTING GOODS INC | $272.6M | 5.81% | +875,000 | +175.0% |
| 9 | EFX | EQUIFAX INC | $270.1M | 5.75% | +500,000 | +50.0% |
| 10 | VRT | VERTIV HOLDINGS CO | $250.6M | 5.34% | -500,000 | -33.3% |
| 11 | SCHW | SCHWAB CHARLES CORP | $211.5M | 4.50% | — | HELD |
| 12 | SGI | SOMNIGROUP INTERNATIONAL INC | $196.3M | 4.18% | -344,531 | -11.5% |
| 13 | WING | WINGSTOP INC | $193.7M | 4.12% | +250,000 | +25.0% |
| 14 | FWONA | LIBERTY MEDIA CORP DEL | $66.4M | 1.41% | +37,250 | +4.6% |
| 15 | TDG | TRANSDIGM GROUP INC | — | — | -200,000 | EXITED |
| 16 | AER | AERCAP HOLDINGS NV | — | — | -475,000 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-002303. 13F discloses long positions only — shorts, foreign equities, and options are excluded.