DARSANA CAPITAL PARTNERS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 25.00M | $393.25M |
 | NYT | 8.00M | $459.20M |
 | SATS | 7.50M | $572.70M |
 | WMG | 6.25M | $212.88M |
 | FWONK | 2.99M | $312.31M |
 | SCHW | 2.25M | $214.81M |
 | GWRE | 2.00M | $459.72M |
 | HCA | 1.00M | $426.20M |
 | EFX | 1.00M | $256.53M |
 | WING | 750K | $188.76M |
 | AER | 725K | $87.72M |
 | FWONA | 636K | $60.56M |
 | TDG | 200K | $263.60M |
Sotera Health Company
SHC
Shares Held
25.00M
Value
$393.25M
The New York Times Company
NYT
Shares Held
8.00M
Value
$459.20M
EchoStar Corporation
SATS
Shares Held
7.50M
Value
$572.70M
Warner Music Group Corp.
WMG
Shares Held
6.25M
Value
$212.88M
Formula One Group
FWONK
Shares Held
2.99M
Value
$312.31M
The Charles Schwab Corporation
SCHW
Shares Held
2.25M
Value
$214.81M
Guidewire Software, Inc.
GWRE
Shares Held
2.00M
Value
$459.72M
HCA Healthcare, Inc.
HCA
Shares Held
1.00M
Value
$426.20M
Equifax Inc.
EFX
Shares Held
1.00M
Value
$256.53M
Wingstop Inc.
WING
Shares Held
750K
Value
$188.76M
AerCap Holdings N.V.
AER
Shares Held
725K
Value
$87.72M
Formula One Group
FWONA
Shares Held
636K
Value
$60.56M
TransDigm Group Incorporated
TDG
Shares Held
200K
Value
$263.60M