DARSANA CAPITAL PARTNERS LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 26.00M | $372.84M |
 | WMG | 11.85M | $302.65M |
 | SATS | 7.00M | $819.49M |
 | NYT | 5.04M | $421.89M |
 | FWONK | 4.30M | $365.59M |
 | GWRE | 4.00M | $598.24M |
 | SGI | 2.66M | $196.29M |
 | SCHW | 2.25M | $211.46M |
 | EFX | 1.50M | $270.11M |
 | DKS | 1.38M | $272.65M |
 | WING | 1.25M | $193.71M |
 | VRT | 1.00M | $250.58M |
 | FWONA | 850K | $66.37M |
 | HCA | 750K | $354.93M |
Sotera Health Company
SHC
Shares Held
26.00M
Value
$372.84M
Warner Music Group Corp.
WMG
Shares Held
11.85M
Value
$302.65M
EchoStar Corporation
SATS
Shares Held
7.00M
Value
$819.49M
The New York Times Company
NYT
Shares Held
5.04M
Value
$421.89M
Formula One Group
FWONK
Shares Held
4.30M
Value
$365.59M
Guidewire Software, Inc.
GWRE
Shares Held
4.00M
Value
$598.24M
Somnigroup International Inc
SGI
Shares Held
2.66M
Value
$196.29M
The Charles Schwab Corporation
SCHW
Shares Held
2.25M
Value
$211.46M
Equifax Inc.
EFX
Shares Held
1.50M
Value
$270.11M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
1.38M
Value
$272.65M
Wingstop Inc.
WING
Shares Held
1.25M
Value
$193.71M
Vertiv Holdings Co
VRT
Shares Held
1.00M
Value
$250.58M
Formula One Group
FWONA
Shares Held
850K
Value
$66.37M
HCA Healthcare, Inc.
HCA
Shares Held
750K
Value
$354.93M