Darsana Capital Partners LP
13F Reported Value
ⓘ$4.7B
Holdings
14
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Darsana Capital Partners LP disclosed 14 positions worth $4.7B in its Form 13F-HR for Q1 2026, led by $ECHO (EchoStar CORP) at 17.4% of the equity portfolio, followed by $GWRE and $NYT. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $TDG. The portfolio is most concentrated in Communication Services (42.1% of disclosed assets). All figures are sourced directly from Darsana Capital Partners LP’s Form 13F-HR filing with the SEC under CIK 1609098.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 29.5#2,405
Quality
$819.5M7,000,000 sh - 66.2#532
Quality
$598.2M4,000,000 sh - 71.3#266
Quality
$421.9M5,038,727 sh - 59.7
Quality
$372.8M26,000,000 sh - 51.0
Quality
$365.6M4,300,000 sh - 70.5
Quality
$354.9M750,000 sh - 55.9
Quality
$302.6M11,850,000 sh - 67.9
Quality
$272.6M1,375,000 sh - 69.4
Quality
$270.1M1,500,000 sh - 82.7
Quality
$250.6M1,000,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 EchoStar CORP$ECHO | 29.5#2,405 | $819.5M | 7,000,000 |
 Guidewire Software, Inc.$GWRE | 66.2#532 | $598.2M | 4,000,000 |
 NEW YORK TIMES CO$NYT | 71.3#266 | $421.9M | 5,038,727 |
 Sotera Health Co$SHC | 59.7 | $372.8M | 26,000,000 |
 Liberty Media Corp$FWONA | 51.0 | $365.6M | 4,300,000 |
 HCA Healthcare, Inc.$HCA | 70.5 | $354.9M | 750,000 |
 Warner Music Group Corp.$WMG | 55.9 | $302.6M | 11,850,000 |
 DICK'S SPORTING GOODS, INC.$DKS | 67.9 | $272.6M | 1,375,000 |
 EQUIFAX INC$EFX | 69.4 | $270.1M | 1,500,000 |
 Vertiv Holdings Co$VRT | 82.7 | $250.6M | 1,000,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Darsana Capital Partners LP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Communication Services
$2.0B
Technology
$848.8M
Healthcare
$727.8M
Consumer Discretionary
$662.7M
Financials
$481.6M
Full Holdings — Darsana Capital Partners LP (Q1 2026)
All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ECHO | EchoStar CORP | $819.5M | 17.4% | +0% | 29.5 |
| 2 | $GWRE | Guidewire Software, Inc. | $598.2M | 12.7% | +60% | 66.2 |
| 3 | $NYT | NEW YORK TIMES CO | $421.9M | 9.0% | -34% | 71.3 |
| 4 | $SHC | Sotera Health Co | $372.8M | 7.9% | +0% | 59.7 |
| 5 | $FWONA | Liberty Media Corp | $365.6M | 7.8% | +19% | 51 |
| 6 | $HCA | HCA Healthcare, Inc. | $354.9M | 7.6% | -25% | 70.5 |
| 7 | $WMG | Warner Music Group Corp. | $302.6M | 6.4% | +48% | 55.9 |
| 8 | $DKS | DICK'S SPORTING GOODS, INC. | $272.6M | 5.8% | +175% | 67.9 |
| 9 | $EFX | EQUIFAX INC | $270.1M | 5.8% | +50% | 69.4 |
| 10 | $VRT | Vertiv Holdings Co | $250.6M | 5.3% | -33% | 82.7 |
| 11 |  $SCHW | SCHWAB CHARLES CORP | $211.5M | 4.5% | +0% | 77.2 |
| 12 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $196.3M | 4.2% | -11% | 64.6 |
| 13 |  $WING | Wingstop Inc. | $193.7M | 4.1% | +25% | 75.1 |
| 14 | $FWONA | Liberty Media Corp | $66.4M | 1.4% | +5% | 51 |
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