Darsana Capital Partners LP
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
16
- Value ($000)
$5,017,609
- Date Filed02/17/2026
- Form type13F-HR
- CIK0001609098
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ECHOSTAR CORP | CL A | 278768106 | $760.9M | 15 % | 7,000,000 | ||
NEW YORK TIMES CO | CL A | 650111107 | $531.68M | 11 % | 7,658,900 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | $502.53M | 10 % | 2,500,000 | ||
HCA HEALTHCARE INC | COM | 40412C101 | $466.86M | 9 % | 1,000,000 | ||
SOTERA HEALTH CO | COM | 83601L102 | $458.64M | 9 % | 26,000,000 | ||
LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | $354.64M | 7 % | 3,600,000 | ||
SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | $267.84M | 5 % | 3,000,000 | ||
TRANSDIGM GROUP INC | COM | 893641100 | $265.97M | 5 % | 200,000 | ||
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | $245.36M | 5 % | 8,000,000 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | $243.02M | 5 % | 1,500,000 |
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