Darsana Capital Partners LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Darsana Capital Partners LP held in its portfolio 16 assets valued at $5,017,608,933 (i.e. $5.02B).

The most valuable assets in the portfolio included: ECHOSTAR CORP ($760.90M), NEW YORK TIMES CO ($531.68M), and GUIDEWIRE SOFTWARE INC ($502.53M).

The chart below shows the top 10 valuable assets, and the table below shows the top 16 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Darsana Capital Partners LP Portfolio

ECHOSTAR CORP

NEW YORK TIMES CO

GUIDEWIRE SOFTWARE INC

HCA HEALTHCARE INC

SOTERA HEALTH CO

LIBERTY MEDIA CORP DEL

SOMNIGROUP INTERNATIONAL INC

TRANSDIGM GROUP INC

WARNER MUSIC GROUP CORP

VERTIV HOLDINGS CO

Darsana Capital Partners LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ECHOSTAR CORP	7000000	760900000	CL A
NEW YORK TIMES CO	7658900	531680838	CL A
GUIDEWIRE SOFTWARE INC	2500000	502525000	COM
HCA HEALTHCARE INC	1000000	466860000	COM
SOTERA HEALTH CO	26000000	458640000	COM
LIBERTY MEDIA CORP DEL	3600000	354636000	COM LBTY ONE S C
SOMNIGROUP INTERNATIONAL INC	3000000	267840000	COM
TRANSDIGM GROUP INC	200000	265970000	COM
WARNER MUSIC GROUP CORP	8000000	245360000	COM CL A
VERTIV HOLDINGS CO	1500000	243015000	COM CL A
WINGSTOP INC	1000000	238490000	COM
SCHWAB CHARLES CORP	2250000	224797500	COM
EQUIFAX INC	1000000	216980000	COM
DICKS SPORTING GOODS INC	500000	98985000	COM
LIBERTY MEDIA CORP DEL	812750	72643595	COM LBTY ONE S A
AERCAP HOLDINGS NV	475000	68286000	SHS