Universe · entity
Darsana Capital Partners LP
Institutional manager (13F) · CIK 1609098
13F holdings · as of 2026-03-31 · top 14 · reported portfolio $4.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ECHOSTAR CORP | $819M | 7,000,000 |
| 2 | GUIDEWIRE SOFTWARE INC | $598M | 4,000,000 |
| 3 | NEW YORK TIMES CO MTN BE | $422M | 5,038,727 |
| 4 | SOTERA HEALTH CO | $373M | 26,000,000 |
| 5 | LIBERTY MEDIA CORP DEL | $366M | 4,300,000 |
| 6 | HCA HEALTHCARE INC | $355M | 750,000 |
| 7 | WARNER MUSIC GROUP CORP | $303M | 11,850,000 |
| 8 | DICKS SPORTING GOODS INC | $273M | 1,375,000 |
| 9 | EQUIFAX INC | $270M | 1,500,000 |
| 10 | VERTIV HOLDINGS CO | $251M | 1,000,000 |
| 11 | SCHWAB CHARLES CORP | $211M | 2,250,000 |
| 12 | SOMNIGROUP INTERNATIONAL INC | $196M | 2,655,469 |
| 13 | WINGSTOP INC | $194M | 1,250,000 |
| 14 | LIBERTY MEDIA CORP DEL | $66M | 850,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.