Darsana Capital Partners LP
14 holdingsFiling period: 2026-03-31Current AUM: $4.72Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | 7.00M | $819.5M | $819.5M | 17.37% | -- | 2026-03-31 |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | 4.00M | $598.2M | $607.8M | 12.88% | +1.50M | 2026-03-31 |
| 3 | NYT | NEW YORK TIMES CO MTN BE | 5.04M | $421.9M | $377.3M | 8.00% | -2,620,173 | 2026-03-31 |
| 4 | SHC | SOTERA HEALTH CO | 26.00M | $372.8M | $464.4M | 9.84% | -- | 2026-03-31 |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | 4.30M | $365.6M | $422.0M | 8.94% | +700.0K | 2026-03-31 |
| 6 | HCA | HCA HEALTHCARE INC | 750.0K | $354.9M | $301.9M | 6.40% | -250,000 | 2026-03-31 |
| 7 | WMG | WARNER MUSIC GROUP CORP | 11.85M | $302.6M | $307.6M | 6.52% | +3.85M | 2026-03-31 |
| 8 | DKS | DICKS SPORTING GOODS INC | 1.38M | $272.6M | $269.4M | 5.71% | +875.0K | 2026-03-31 |
| 9 | EFX | EQUIFAX INC | 1.50M | $270.1M | $258.9M | 5.49% | +500.0K | 2026-03-31 |
| 10 | VRT | VERTIV HOLDINGS CO | 1.00M | $250.6M | $241.6M | 5.12% | -500,000 | 2026-03-31 |
| 11 | SCHW | SCHWAB CHARLES CORP | 2.25M | $211.5M | $236.8M | 5.02% | -- | 2026-03-31 |
| 12 | SGI | SOMNIGROUP INTERNATIONAL INC | 2.66M | $196.3M | $173.5M | 3.68% | -344,531 | 2026-03-31 |
| 13 | WING | WINGSTOP INC | 1.25M | $193.7M | $161.9M | 3.43% | +250.0K | 2026-03-31 |
| 14 | FWONA | LIBERTY MEDIA CORP DEL | 850.0K | $66.4M | $76.3M | 1.62% | +37.3K | 2026-03-31 |
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