Darsana Capital Partners LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Darsana Capital Partners LP disclosed 14 US equity positions worth $3.3bn in its Q4 2024 13F filing. The largest position was SGI at 12.1% of the reported book, followed by GWRE and HCA. Against the Q3 2024 filing, it opened 2 new positions, added to 5 and reduced 3 among the top 14 holdings.
What did Darsana Capital Partners LP own in Q4 2024? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SGI TEMPUR SEALY INTL INC | Consumer Cyclical | 12.1% | $396.8m | 7,000,000 | 0% | held |
| 2 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 11.8% | $387.7m | 2,300,000 | 0% | held |
| 3 | HCA HCA HEALTHCARE INC | Healthcare | 11.2% | $367.7m | 1,225,000 | 7% | added |
| 4 | NYT NEW YORK TIMES CO | Communication Services | 9.1% | $299.3m | 5,750,000 | 15% | added |
| 5 | GOOGL ALPHABET INC | Communication Services | 8.6% | $283.9m | 1,500,000 | -25% | reduced |
| 6 | STZ CONSTELLATION BRANDS INC | Consumer Defensive | 8.4% | $276.2m | 1,250,000 | -2% | reduced |
| 7 | SHC SOTERA HEALTH CO | Healthcare | 8.3% | $273.7m | 20,010,000 | 0% | held |
| 8 | TDG TRANSDIGM GROUP INC | Industrials | 7.7% | $253.5m | 200,000 | 21% | added |
| 9 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 7.5% | $247.2m | 1,000,000 | -33% | reduced |
| 10 | WMG WARNER MUSIC GROUP CORP | Communication Services | 5.7% | $186.0m | 6,000,000 | 7206% | added |
| 11 | ECHO ECHOSTAR CORP | Communication Services | 4.9% | $160.3m | 7,000,000 | 133% | added |
| 12 | AERCAP HOLDINGS NV | 2.9% | $95.7m | 1,000,000 | 0% | held | |
| 13 | LLYVK LIBERTY MEDIA CORP DEL | 1.6% | $51.6m | 557,000 | – | new | |
| 14 | FWONA LIBERTY MEDIA CORP DEL | 0.2% | $6.2m | 73,836 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.