The Analysis of Darsana Capital Partners LP's Holdings


Currently, Darsana Capital Partners LP holds 14 types of securities in its portfolio with a total value $4.4B. In the most recent quarter, they have increased their positions in WING (+750.0K shares, valued at $188.8M), SHC (+5.0M shares, valued at $78.5M), SATS (+850.0K shares, valued at $64.9M); decreased their positions in SGI (-1.0M shares, valued at $84.3M); initiated new positions in WING (+750.0K shares, valued at $188.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SATS ECHOSTAR CORP8.3M shares11.33%2025-11-142025-11-21history
NYT NEW YORK TIMES CO8.5M shares6.25%2025-10-142025-10-21history
GWRE GUIDEWIRE SOFTWARE INC2.0M shares0.00%2025-09-302025-11-14history
HCA HCA HEALTHCARE INC1.0M shares0.00%2025-09-302025-11-14history
SHC SOTERA HEALTH CO25.0M shares24.94%2025-09-302025-11-14history
SGI SOMNIGROUP INTERNATIONAL INC4.0M shares-20.00%2025-09-302025-11-14history
FWONK LIBERTY MEDIA CORP DEL3.0M shares19.60%2025-09-302025-11-14history
TDG TRANSDIGM GROUP INC200.0K shares14.29%2025-09-302025-11-14history
Sponsored
EFX EQUIFAX INC1.0M shares0.00%2025-09-302025-11-14history
WMG WARNER MUSIC GROUP CORP8.0M shares28.00%2025-10-282025-11-04history
SCHW SCHWAB CHARLES CORP2.3M shares0.00%2025-09-302025-11-14history
WING WINGSTOP INC750.0K sharesnew addition2025-09-302025-11-14history
AER AERCAP HOLDINGS NV725.0K shares0.00%2025-09-302025-11-14history
FWONA LIBERTY MEDIA CORP DEL636.0K shares1.76%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available