DARSANA CAPITAL PARTNERS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 26.00M | $458.64M |
 | WMG | 8.00M | $245.36M |
 | NYT | 7.66M | $531.68M |
 | SATS | 7.00M | $760.90M |
 | FWONK | 3.60M | $354.64M |
 | SGI | 3.00M | $267.84M |
 | GWRE | 2.50M | $502.52M |
 | SCHW | 2.25M | $224.80M |
 | VRT | 1.50M | $243.01M |
 | HCA | 1.00M | $466.86M |
 | WING | 1.00M | $238.49M |
 | EFX | 1.00M | $216.98M |
 | FWONA | 813K | $72.64M |
 | DKS | 500K | $98.98M |
 | AER | 475K | $68.29M |
 | TDG | 200K | $265.97M |
Sotera Health Company
SHC
Shares Held
26.00M
Value
$458.64M
Warner Music Group Corp.
WMG
Shares Held
8.00M
Value
$245.36M
The New York Times Company
NYT
Shares Held
7.66M
Value
$531.68M
EchoStar Corporation
SATS
Shares Held
7.00M
Value
$760.90M
Formula One Group
FWONK
Shares Held
3.60M
Value
$354.64M
Somnigroup International Inc
SGI
Shares Held
3.00M
Value
$267.84M
Guidewire Software, Inc.
GWRE
Shares Held
2.50M
Value
$502.52M
The Charles Schwab Corporation
SCHW
Shares Held
2.25M
Value
$224.80M
Vertiv Holdings Co
VRT
Shares Held
1.50M
Value
$243.01M
HCA Healthcare, Inc.
HCA
Shares Held
1.00M
Value
$466.86M
Wingstop Inc.
WING
Shares Held
1.00M
Value
$238.49M
Equifax Inc.
EFX
Shares Held
1.00M
Value
$216.98M
Formula One Group
FWONA
Shares Held
813K
Value
$72.64M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
500K
Value
$98.98M
AerCap Holdings N.V.
AER
Shares Held
475K
Value
$68.29M
TransDigm Group Incorporated
TDG
Shares Held
200K
Value
$265.97M