Darsana Capital Partners LP

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    14

  • Value ($000)

    $4,245,554

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001609098
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SATS
SATS

ECHOSTAR CORP

CL A
$572.70 M
14 %

7,500,000

GWRE
GWRE

GUIDEWIRE SOFTWARE INC

COM
$459.72 M
11 %

2,000,000

NYT
NYT

NEW YORK TIMES CO

CL A
$459.20 M
11 %

8,000,000

HCA
HCA

HCA HEALTHCARE INC

COM
$426.20 M
10 %

1,000,000

SHC
SHC

SOTERA HEALTH CO

COM
$393.25 M
9 %

25,000,000

TPD
TPD

SOMNIGROUP INTERNATIONAL INC

COM
$337.32 M
8 %

4,000,000

FWONK
FWONK

LIBERTY MEDIA CORP DEL

COM LBTY ONE S C
$312.31 M
7 %

2,990,000

---

TRANSDIGM GROUP INC

COM
$263.60 M
6 %

200,000

EFX
EFX

EQUIFAX INC

COM
$256.53 M
6 %

1,000,000

SCHW
SCHW

SCHWAB CHARLES CORP

COM
$214.81 M
5 %

2,250,000

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