Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Darsana Capital Partners LP (CIK 1609098) reported $4.70B across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SATS ($819.5M, 17.45%), GWRE ($598.2M, 12.74%), NYT ($421.9M, 8.98%), SHC ($372.8M, 7.94%), FWONK ($365.6M, 7.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | $819.5M | 17.45% | 7.0M | Hold |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | $598.2M | 12.74% | 4.0M | Added |
| 3 | NYT | NEW YORK TIMES CO MTN BE | $421.9M | 8.98% | 5.0M | Trimmed |
| 4 | SHC | SOTERA HEALTH CO | $372.8M | 7.94% | 26.0M | Hold |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | $365.6M | 7.78% | 4.3M | Added |
| 6 | HCA | HCA HEALTHCARE INC | $354.9M | 7.56% | 750,000 | Trimmed |
| 7 | WMG | WARNER MUSIC GROUP CORP | $302.6M | 6.44% | 11.8M | Added |
| 8 | DKS | DICKS SPORTING GOODS INC | $272.6M | 5.81% | 1.4M | Added |
| 9 | EFX | EQUIFAX INC | $270.1M | 5.75% | 1.5M | Added |
| 10 | VRT | VERTIV HOLDINGS CO | $250.6M | 5.34% | 1.0M | Trimmed |
| 11 | SCHW | SCHWAB CHARLES CORP | $211.5M | 4.50% | 2.2M | Hold |
| 12 | TPX | SOMNIGROUP INTERNATIONAL INC | $196.3M | 4.18% | 2.7M | Trimmed |
| 13 | WING | WINGSTOP INC | $193.7M | 4.12% | 1.2M | Added |
| 14 | FWONA | LIBERTY MEDIA CORP DEL | $66.4M | 1.41% | 850,000 | Added |
| 15 | TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | Exited |
| 16 | AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31