§ 13F · FUND PROFILE
Darsana Capital Partners LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 16Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5017.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | 7.00M | $760.9T | 15.2% | NEW |
| 2 | NYT | NEW YORK TIMES CO | 7.66M | $531.7T | 10.6% | NEW |
| 3 | GWRE | GUIDEWIRE SOFTWARE INC | 2.50M | $502.5T | 10.0% | NEW |
| 4 | HCA | HCA HEALTHCARE INC | 1.00M | $466.9T | 9.3% | NEW |
| 5 | SHC | SOTERA HEALTH CO | 26.00M | $458.6T | 9.1% | NEW |
| 6 | FWONK | LIBERTY MEDIA CORP DEL | 3.60M | $354.6T | 7.1% | NEW |
| 7 | SGI | SOMNIGROUP INTERNATIONAL INC | 3.00M | $267.8T | 5.3% | NEW |
| 8 | TDG | TRANSDIGM GROUP INC | 200K | $266.0T | 5.3% | NEW |
| 9 | WMG | WARNER MUSIC GROUP CORP | 8.00M | $245.4T | 4.9% | NEW |
| 10 | VRT | VERTIV HOLDINGS CO | 1.50M | $243.0T | 4.8% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed