Filed: 8/14/2025ACC: 0001172661-25-003471
📋 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 $3.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$3.50B
Total AUM (reported)
58.99M
Total Shares
Allocation by class
COM$2.28B65.1%
CL A$598.07M17.1%
COM LBTY ONE S C$261.25M7.5%
COM CL A$217.92M6.2%
SHS$84.83M2.4%
COM LBTY ONE S A$59.35M1.7%
Portfolio Concentration
Top 3$1.20B34.4%
4–10$1.82B51.8%
11–25$482.63M13.8%
Top 3 weight
34.4%
Top 10 weight
86.2%
Voting Authority Distribution
Total shares with voting rights: 58.99M
Sole
Full voting authority
58.99M
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:
GUIDEWIRE SOFTWARE INC
SOLEShares2M
TypeSH
Market value$470.90M
13.45%
Sole
2M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares1M
TypeSH
Market value$383.10M
10.94%
Sole
1M
Shared
0.00
None
0.00
NEW YORK TIMES CO
SOLEShares6.25M
TypeSH
Market value$349.88M
9.99%
Sole
6.25M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares5M
TypeSH
Market value$340.25M
9.72%
Sole
5M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares175K
TypeSH
Market value$266.11M
7.60%
Sole
175K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares2.50M
TypeSH
Market value$261.25M
7.46%
Sole
2.50M
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares1M
TypeSH
Market value$259.37M
7.41%
Sole
1M
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares8.96M
TypeSH
Market value$248.19M
7.09%
Sole
8.96M
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares20.01M
TypeSH
Market value$222.51M
6.35%
Sole
20.01M
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
SOLEShares8M
TypeSH
Market value$217.92M
6.22%
Sole
8M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.25M
TypeSH
Market value$205.29M
5.86%
Sole
2.25M
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares500K
TypeSH
Market value$133.17M
3.80%
Sole
500K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares725K
TypeSH
Market value$84.83M
2.42%
Sole
725K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares625K
TypeSH
Market value$59.35M
1.69%
Sole
625K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GUIDEWIRE SOFTWARE INCSOLE | COM | 2M | SH | $470.90M 13.45% | 2M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 1M | SH | $383.10M 10.94% | 1M | 0.00 | 0.00 |
NEW YORK TIMES COSOLE | CL A | 6.25M | SH | $349.88M 9.99% | 6.25M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 5M | SH | $340.25M 9.72% | 5M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 175K | SH | $266.11M 7.60% | 175K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 2.50M | SH | $261.25M 7.46% | 2.50M | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 1M | SH | $259.37M 7.41% | 1M | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 8.96M | SH | $248.19M 7.09% | 8.96M | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 20.01M | SH | $222.51M 6.35% | 20.01M | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 8M | SH | $217.92M 6.22% | 8M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.25M | SH | $205.29M 5.86% | 2.25M | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 500K | SH | $133.17M 3.80% | 500K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 725K | SH | $84.83M 2.42% | 725K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 625K | SH | $59.35M 1.69% | 625K | 0.00 | 0.00 |