Darsana Capital Partners LP Portfolio Holdings

Darsana Capital Partners LP

  • $3.77 Billion
  • Q3 2025

Darsana Capital Partners LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.77 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Echo Star Corp with a value of $573M, Guidewire Software, Inc. with a value of $460M, New York Times CO with a value of $459M, Hca Healthcare, Inc. with a value of $426M, and Sotera Health CO with a value of $393M.

Examining the 13F form we can see an increase of $637M in the current position value, from $3.13B to 3.77B.

Darsana Capital Partners LP is based out at New York, NY

Below you can find more details about Darsana Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $3.77 Billion
Technology: $1.03 Billion
Healthcare: $819 Million
Communication Services: $672 Million
Industrials: $608 Million
Consumer Cyclical: $419 Million
Financial Services: $215 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39B
$573 Million 15.21% of portfolio
7,500,000
Q3 2025 Reduced 16.29%
$18.7B
$460 Million 12.21% of portfolio
2,000,000
Q2 2025 Reduced 13.04%
$10.6B
$459 Million 12.19% of portfolio
8,000,000
Q3 2025 Added 28.0%
$136B
$426 Million 11.32% of portfolio
1,000,000
Q2 2025 Reduced 20.0%
$4.42B
$393 Million 10.44% of portfolio
25,000,000
Q3 2025 Added 24.94%
$72.7B
$264 Million 7.0% of portfolio
200,000
Q3 2025 Added 14.29%
$25.4B
$257 Million 6.81% of portfolio
1,000,000
Q1 2025 New
$9.92B
$230 Million 6.12% of portfolio
4,000,000
Q3 2025 Reduced 20.0%
$167B
$215 Million 5.7% of portfolio
2,250,000
Q1 2025 New
$4.17B
$213 Million 5.65% of portfolio
6,250,000
Q3 2025 Reduced 21.88%
$6.97B
$189 Million 5.01% of portfolio
750,000
Q3 2025 New
$33.6B
$87.7 Million 2.33% of portfolio
725,000
Q2 2025 Reduced 27.5%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.76%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q3 2025 Added 19.6%

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $3.77 Billion
  • Prior Value $3.13 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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