§ 13F · FUND PROFILE
Darsana Capital Partners LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 14Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | 7.00M | $819M | 17.4% | ±0% |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | 4.00M | $598M | 12.7% | +60% |
| 3 | NYT | NEW YORK TIMES CO MTN BE | 5.04M | $422M | 9.0% | −34% |
| 4 | SHC | SOTERA HEALTH CO | 26.00M | $373M | 7.9% | ±0% |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | 4.30M | $366M | 7.8% | +19% |
| 6 | HCA | HCA HEALTHCARE INC | 750K | $355M | 7.6% | −25% |
| 7 | WMG | WARNER MUSIC GROUP CORP | 11.85M | $303M | 6.4% | +48% |
| 8 | DKS | DICKS SPORTING GOODS INC | 1.38M | $273M | 5.8% | +175% |
| 9 | EFX | EQUIFAX INC | 1.50M | $270M | 5.8% | +50% |
| 10 | VRT | VERTIV HOLDINGS CO | 1.00M | $251M | 5.3% | −33% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DARSANA SIGNAL
AC read
Darsana Capital Partners LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed