Filed: 2/14/2025ACC: 0001172661-25-001213
📋 What this filing means
DARSANA CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $3.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$3.29B
Total AUM (reported)
54.87M
Total Shares
Allocation by class
COM$1.93B58.6%
CL A$735.84M22.4%
CAP STK CL A$283.95M8.6%
COM CL A$186.00M5.7%
SHS$95.70M2.9%
COM LBTY ONE S C$51.61M1.6%
COM LBTY ONE S A$6.21M0.2%
Portfolio Concentration
Top 3$1.15B35.1%
4–10$1.82B55.4%
11–25$313.82M9.6%
Top 3 weight
35.1%
Top 10 weight
90.4%
Voting Authority Distribution
Total shares with voting rights: 54.87M
Sole
Full voting authority
54.87M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
TEMPUR SEALY INTL INC
SOLEShares7M
TypeSH
Market value$396.83M
12.08%
Sole
7M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares2.30M
TypeSH
Market value$387.73M
11.80%
Sole
2.30M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares1.23M
TypeSH
Market value$367.68M
11.19%
Sole
1.23M
Shared
0.00
None
0.00
NEW YORK TIMES CO
SOLEShares5.75M
TypeSH
Market value$299.29M
9.11%
Sole
5.75M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.50M
TypeSH
Market value$283.95M
8.64%
Sole
1.50M
Shared
0.00
None
0.00
CONSTELLATION BRANDS INC
SOLEShares1.25M
TypeSH
Market value$276.25M
8.41%
Sole
1.25M
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares20.01M
TypeSH
Market value$273.74M
8.33%
Sole
20.01M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares200K
TypeSH
Market value$253.46M
7.71%
Sole
200K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares1M
TypeSH
Market value$247.16M
7.52%
Sole
1M
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
SOLEShares6M
TypeSH
Market value$186.00M
5.66%
Sole
6M
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares7M
TypeSH
Market value$160.30M
4.88%
Sole
7M
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares1M
TypeSH
Market value$95.70M
2.91%
Sole
1M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares557K
TypeSH
Market value$51.61M
1.57%
Sole
557K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares73.84K
TypeSH
Market value$6.21M
0.19%
Sole
73.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEMPUR SEALY INTL INCSOLE | COM | 7M | SH | $396.83M 12.08% | 7M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 2.30M | SH | $387.73M 11.80% | 2.30M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 1.23M | SH | $367.68M 11.19% | 1.23M | 0.00 | 0.00 |
NEW YORK TIMES COSOLE | CL A | 5.75M | SH | $299.29M 9.11% | 5.75M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.50M | SH | $283.95M 8.64% | 1.50M | 0.00 | 0.00 |
CONSTELLATION BRANDS INCSOLE | CL A | 1.25M | SH | $276.25M 8.41% | 1.25M | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 20.01M | SH | $273.74M 8.33% | 20.01M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 200K | SH | $253.46M 7.71% | 200K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 1M | SH | $247.16M 7.52% | 1M | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 6M | SH | $186.00M 5.66% | 6M | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 7M | SH | $160.30M 4.88% | 7M | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 1M | SH | $95.70M 2.91% | 1M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 557K | SH | $51.61M 1.57% | 557K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 73.84K | SH | $6.21M 0.19% | 73.84K | 0.00 | 0.00 |