The Analysis of Darsana Capital Partners LP's Holdings & P&L

Currently, Darsana Capital Partners LP holds 15 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in SATS (+7.0M shares, valued at $819.5M), GWRE (+4.0M shares, valued at $598.2M), NYT (+5.0M shares, valued at $421.9M); initiated new positions in SATS (+7.0M shares, valued at $819.5M), GWRE (+4.0M shares, valued at $598.2M), NYT (+5.0M shares, valued at $421.9M).

1M P&L

-88.4M-1.91%

3M P&L

-163.4M-3.47%

HY P&L

+214.0M+4.94%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Communication Equipment760.9M

15.9%

2Publishing531.7M

11.1%

3Software - Application502.5M

10.5%

Top Industries by Stock Count

1Entertainment2 stocks

13.3%

2Rental & Leasing Services1 stocks

6.7%

3Specialty Retail1 stocks

6.7%

Sponsored

EFX EQUIFAX INC1.5M sharesnew addition2026-03-312026-05-15

VRT VERTIV HOLDINGS CO1.0M sharesnew addition2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP2.3M sharesnew addition2026-03-312026-05-15

SGI SOMNIGROUP INTERNATIONAL INC2.7M sharesnew addition2026-03-312026-05-15

WING WINGSTOP INC1.3M sharesnew addition2026-03-312026-05-15

WING 1.5M shares50.00%2026-05-052026-05-12

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL850.0K sharesnew addition2026-03-312026-05-15

SATS

ECHOSTAR CORP

New

Shares7.0M

Event2026-03-31

Filed2026-05-15

GWRE

GUIDEWIRE SOFTWARE INC

New

Shares4.0M

Event2026-03-31

Filed2026-05-15

NYT

NEW YORK TIMES CO MTN BE

New

Shares5.0M

Event2026-03-31

Filed2026-05-15

SHC

SOTERA HEALTH CO

New

Shares26.0M

Event2026-03-31

Filed2026-05-15

LIBERTY MEDIA CORP DEL

New

Shares4.3M

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC

New

Shares750.0K

Event2026-03-31

Filed2026-05-15

WMG

WARNER MUSIC GROUP CORP

New

Shares11.8M

Event2026-03-31

Filed2026-05-15

DKS

DICKS SPORTING GOODS INC

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

EFX

EQUIFAX INC

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

SGI

SOMNIGROUP INTERNATIONAL INC

New

Shares2.7M

Event2026-03-31

Filed2026-05-15

WING

WINGSTOP INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

WING

50.00%

Shares1.5M

Event2026-05-05

Filed2026-05-12

LIBERTY MEDIA CORP DEL

New

Shares850.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available