Darsana Capital Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Darsana Capital Partners LP disclosed 14 US equity positions worth $4.7bn in its Q1 2026 13F filing. The largest position was ECHO at 17.4% of the reported book, followed by GWRE and NYT.
What did Darsana Capital Partners LP own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ECHO ECHOSTAR CORP | Communication Services | 17.4% | $819.5m | 7,000,000 | – | |
| 2 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 12.7% | $598.2m | 4,000,000 | – | |
| 3 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 9.0% | $421.9m | 5,038,727 | – | |
| 4 | SHC SOTERA HEALTH CO | Healthcare | 7.9% | $372.8m | 26,000,000 | – | |
| 5 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 7.8% | $365.6m | 4,300,000 | – | |
| 6 | HCA HCA HEALTHCARE INC | Healthcare | 7.6% | $354.9m | 750,000 | – | |
| 7 | WMG WARNER MUSIC GROUP CORP | Communication Services | 6.4% | $302.6m | 11,850,000 | – | |
| 8 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 5.8% | $272.6m | 1,375,000 | – | |
| 9 | EFX EQUIFAX INC | Industrials | 5.8% | $270.1m | 1,500,000 | – | |
| 10 | VRT VERTIV HOLDINGS CO | Industrials | 5.3% | $250.6m | 1,000,000 | – | |
| 11 | SCHW SCHWAB CHARLES CORP | Financial Services | 4.5% | $211.5m | 2,250,000 | – | |
| 12 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 4.2% | $196.3m | 2,655,469 | – | |
| 13 | WING WINGSTOP INC | Consumer Cyclical | 4.1% | $193.7m | 1,250,000 | – | |
| 14 | FWONA LIBERTY MEDIA CORP DEL | Communication Services | 1.4% | $66.4m | 850,000 | – |
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.