Darsana Capital Partners LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1609098) · Explore on the interactive board
Darsana Capital Partners LP disclosed 16 US equity positions worth $22.3bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is SPCX at 77.8% of the reported book, followed by AMZN, ECHO. The top ten holdings are 95.4% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 3 new positions, added to 5, reduced 4 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Darsana Capital Partners LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 3 new, 5 added, 4 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 77.8% | $17.3bn | 101,461,915 | – | new |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 2.7% | $595.9m | 2,500,000 | – | new |
| 3 | ECHO ECHOSTAR CORP | Communication Services | 2.3% | $507.5m | 5,000,000 | -29% | reduced |
| 4 | SHC SOTERA HEALTH CO | Healthcare | 2.2% | $479.2m | 27,000,000 | 4% | added |
| 5 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 2.1% | $468.1m | 3,804,000 | -5% | reduced |
| 6 | HCA HCA HEALTHCARE INC | Healthcare | 1.9% | $428.9m | 1,100,000 | 47% | added |
| 7 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 1.8% | $409.1m | 4,300,000 | 0% | held |
| 8 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 1.6% | $349.9m | 5,000,000 | -1% | reduced |
| 9 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 1.5% | $340.2m | 1,500,000 | 9% | added |
| 10 | WMG WARNER MUSIC GROUP CORP | Communication Services | 1.5% | $323.3m | 11,943,199 | 1% | added |
| 11 | WING WINGSTOP INC | Consumer Cyclical | 1.2% | $260.1m | 1,500,000 | 20% | added |
| 12 | EFX EQUIFAX INC | Industrials | 1.1% | $238.1m | 1,500,000 | 0% | held |
| 13 | SCHW SCHWAB CHARLES CORP | Financial Services | 0.9% | $207.6m | 2,250,000 | 0% | held |
| 14 | META META PLATFORMS INC | Communication Services | 0.8% | $169.0m | 300,000 | – | new |
| 15 | VRT VERTIV HOLDINGS CO | Industrials | 0.4% | $82.0m | 244,906 | -76% | reduced |
| 16 | FWONA LIBERTY MEDIA CORP DEL | Communication Services | 0.3% | $74.4m | 850,000 | 0% | held |
What did Darsana Capital Partners LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| SGI SOMNIGROUP INTERNATIONAL INC | 100.0% | $196.3m |
Sector mix
| Sector | Weight |
|---|---|
| Industrials | 79.3% |
| Communication Services | 8.2% |
| Consumer Cyclical | 5.4% |
| Healthcare | 4.1% |
| Technology | 2.1% |
| Financial Services | 0.9% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Darsana Capital Partners LP's portfolio?
Across every quarter Darsana Capital Partners LP has filed, its median largest position is 47.6% of the book and its median top-ten weight is 90.6%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 16.0 positions are still open and their final length is unknown.