Darsana Capital Partners LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Darsana Capital Partners LP disclosed 14 US equity positions worth $3.5bn in its Q2 2025 13F filing. The largest position was GWRE at 13.4% of the reported book, followed by HCA and NYT. Against the Q1 2025 filing, it opened 0 new positions, added to 3 and reduced 6 among the top 14 holdings.
What did Darsana Capital Partners LP own in Q2 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 13.4% | $470.9m | 2,000,000 | -13% | reduced |
| 2 | HCA HCA HEALTHCARE INC | Healthcare | 10.9% | $383.1m | 1,000,000 | -20% | reduced |
| 3 | NYT NEW YORK TIMES CO | Communication Services | 10.0% | $349.9m | 6,250,000 | 0% | held |
| 4 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 9.7% | $340.2m | 5,000,000 | -29% | reduced |
| 5 | TDG TRANSDIGM GROUP INC | Industrials | 7.6% | $266.1m | 175,000 | -12% | reduced |
| 6 | LLYVK LIBERTY MEDIA CORP DEL | 7.5% | $261.2m | 2,500,000 | -28% | reduced | |
| 7 | EFX EQUIFAX INC | Industrials | 7.4% | $259.4m | 1,000,000 | 0% | held |
| 8 | ECHO ECHOSTAR CORP | Communication Services | 7.1% | $248.2m | 8,960,000 | 15% | added |
| 9 | SHC SOTERA HEALTH CO | Healthcare | 6.4% | $222.5m | 20,010,000 | 0% | held |
| 10 | WMG WARNER MUSIC GROUP CORP | Communication Services | 6.2% | $217.9m | 8,000,000 | 14% | added |
| 11 | SCHW SCHWAB CHARLES CORP | Financial Services | 5.9% | $205.3m | 2,250,000 | 0% | held |
| 12 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 3.8% | $133.2m | 500,000 | 233% | added |
| 13 | AERCAP HOLDINGS NV | 2.4% | $84.8m | 725,000 | -28% | reduced | |
| 14 | FWONA LIBERTY MEDIA CORP DEL | 1.7% | $59.4m | 625,000 | 0% | held |
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.