Filed: 5/15/2025ACC: 0001172661-25-002333
📋 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 $3.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$3.44B
Total AUM (reported)
60.28M
Total Shares
Allocation by class
COM$2.25B65.3%
CL A$508.46M14.8%
COM LBTY ONE S C$314.13M9.1%
COM CL A$219.45M6.4%
SHS$102.17M3.0%
COM LBTY ONE S A$50.92M1.5%
Portfolio Concentration
Top 3$1.28B37.3%
4–10$1.80B52.2%
11–25$363.35M10.6%
Top 3 weight
37.3%
Top 10 weight
89.4%
Voting Authority Distribution
Total shares with voting rights: 60.28M
Sole
Full voting authority
60.28M
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:
HCA HEALTHCARE INC
SOLEShares1.25M
TypeSH
Market value$431.94M
12.55%
Sole
1.25M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares2.30M
TypeSH
Market value$430.93M
12.52%
Sole
2.30M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares7M
TypeSH
Market value$419.16M
12.18%
Sole
7M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares3.49M
TypeSH
Market value$314.13M
9.13%
Sole
3.49M
Shared
0.00
None
0.00
NEW YORK TIMES CO
SOLEShares6.25M
TypeSH
Market value$310.00M
9.01%
Sole
6.25M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares200K
TypeSH
Market value$276.66M
8.04%
Sole
200K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares1M
TypeSH
Market value$243.56M
7.08%
Sole
1M
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares20.01M
TypeSH
Market value$233.32M
6.78%
Sole
20.01M
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
SOLEShares7M
TypeSH
Market value$219.45M
6.38%
Sole
7M
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares7.76M
TypeSH
Market value$198.46M
5.77%
Sole
7.76M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.25M
TypeSH
Market value$176.13M
5.12%
Sole
2.25M
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares1M
TypeSH
Market value$102.17M
2.97%
Sole
1M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares625K
TypeSH
Market value$50.92M
1.48%
Sole
625K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares150K
TypeSH
Market value$34.13M
0.99%
Sole
150K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HCA HEALTHCARE INCSOLE | COM | 1.25M | SH | $431.94M 12.55% | 1.25M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 2.30M | SH | $430.93M 12.52% | 2.30M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 7M | SH | $419.16M 12.18% | 7M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 3.49M | SH | $314.13M 9.13% | 3.49M | 0.00 | 0.00 |
NEW YORK TIMES COSOLE | CL A | 6.25M | SH | $310.00M 9.01% | 6.25M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 200K | SH | $276.66M 8.04% | 200K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 1M | SH | $243.56M 7.08% | 1M | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 20.01M | SH | $233.32M 6.78% | 20.01M | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 7M | SH | $219.45M 6.38% | 7M | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 7.76M | SH | $198.46M 5.77% | 7.76M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.25M | SH | $176.13M 5.12% | 2.25M | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 1M | SH | $102.17M 2.97% | 1M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 625K | SH | $50.92M 1.48% | 625K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 150K | SH | $34.13M 0.99% | 150K | 0.00 | 0.00 |