Darsana Capital Partners LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Darsana Capital Partners LP disclosed 14 US equity positions worth $3.4bn in its Q1 2025 13F filing. The largest position was HCA at 12.6% of the reported book, followed by GWRE and SGI. Against the Q4 2024 filing, it opened 2 new positions, added to 6 and reduced 1 among the top 14 holdings.
What did Darsana Capital Partners LP own in Q1 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | HCA HCA HEALTHCARE INC | Healthcare | 12.6% | $431.9m | 1,250,000 | 2% | added |
| 2 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 12.5% | $430.9m | 2,300,000 | 0% | held |
| 3 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 12.2% | $419.2m | 7,000,000 | 0% | held |
| 4 | LLYVK LIBERTY MEDIA CORP DEL | 9.1% | $314.1m | 3,490,000 | 527% | added | |
| 5 | NYT NEW YORK TIMES CO | Communication Services | 9.0% | $310.0m | 6,250,000 | 9% | added |
| 6 | TDG TRANSDIGM GROUP INC | Industrials | 8.0% | $276.7m | 200,000 | 0% | held |
| 7 | EFX EQUIFAX INC | Industrials | 7.1% | $243.6m | 1,000,000 | – | new |
| 8 | SHC SOTERA HEALTH CO | Healthcare | 6.8% | $233.3m | 20,010,000 | 0% | held |
| 9 | WMG WARNER MUSIC GROUP CORP | Communication Services | 6.4% | $219.4m | 7,000,000 | 17% | added |
| 10 | ECHO ECHOSTAR CORP | Communication Services | 5.8% | $198.5m | 7,758,328 | 11% | added |
| 11 | SCHW SCHWAB CHARLES CORP | Financial Services | 5.1% | $176.1m | 2,250,000 | – | new |
| 12 | AERCAP HOLDINGS NV | 3.0% | $102.2m | 1,000,000 | 0% | held | |
| 13 | FWONA LIBERTY MEDIA CORP DEL | 1.5% | $50.9m | 625,000 | 746% | added | |
| 14 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1.0% | $34.1m | 150,000 | -85% | reduced |
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.