Holdings of Darsana Capital Partners LP
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 14 in 1 countries
- Top ten
- 85.8 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | EchoStar Corp | 7,000,000 | 819.5M $ | |
| 2 | Guidewire Software Inc | 4,000,000 | 598.2M $ | |
| 3 | New York Times Co/The | 5,038,727 | 421.9M $ | |
| 4 | Sotera Health Co | 26,000,000 | 372.8M $ | |
| 5 | Liberty Media Corp-Liberty Formula One | 4,300,000 | 365.6M $ | |
| 6 | HCA Healthcare Inc | 750,000 | 354.9M $ | |
| 7 | Warner Music Group Corp | 11,850,000 | 302.6M $ | |
| 8 | Dick's Sporting Goods Inc | 1,375,000 | 272.6M $ | |
| 9 | Equifax Inc | 1,500,000 | 270.1M $ | |
| 10 | Vertiv Holdings Co | 1,000,000 | 250.6M $ | |
| 11 | Charles Schwab Corp/The | 2,250,000 | 211.5M $ | |
| 12 | SOMNIGROUP INTERNATIONAL INC | 2,655,469 | 196.3M $ | |
| 13 | WINGSTOP INC | 1,250,000 | 193.7M $ | |
| 14 | Liberty Media Corp-Liberty Formula One | 850,000 | 66.4M $ |
Sector breakdown
- Communication 17.4 %
- Industrials 11.1 %
- Health care 7.6 %
- Financials 4.5 %
- Consumer staples 4.2 %
- Unattributed 55.2 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 14 | 4.7B $ | 100.00 % |
Cite this page
Titelia. "Holdings of Darsana Capital Partners LP". https://titelia.com/en/funds/US13F1609098