Filed: 11/14/2025ACC: 0001172661-25-005020
📋 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 $4.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$4.25B
Total AUM (reported)
62.30M
Total Shares
Allocation by class
COM$2.54B59.8%
CL A$1.03B24.3%
COM LBTY ONE S C$312.31M7.4%
COM CL A$212.88M5.0%
SHS$87.72M2.1%
COM LBTY ONE S A$60.56M1.4%
Portfolio Concentration
Top 3$1.49B35.1%
4–10$2.20B51.9%
11–25$549.92M13.0%
Top 3 weight
35.1%
Top 10 weight
87.0%
Voting Authority Distribution
Total shares with voting rights: 62.30M
Sole
Full voting authority
62.30M
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:
ECHOSTAR CORP
SOLEShares7.50M
TypeSH
Market value$572.70M
13.49%
Sole
7.50M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares2M
TypeSH
Market value$459.72M
10.83%
Sole
2M
Shared
0.00
None
0.00
NEW YORK TIMES CO
SOLEShares8M
TypeSH
Market value$459.20M
10.82%
Sole
8M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares1M
TypeSH
Market value$426.20M
10.04%
Sole
1M
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares25M
TypeSH
Market value$393.25M
9.26%
Sole
25M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares4M
TypeSH
Market value$337.32M
7.95%
Sole
4M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares2.99M
TypeSH
Market value$312.31M
7.36%
Sole
2.99M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares200K
TypeSH
Market value$263.60M
6.21%
Sole
200K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares1M
TypeSH
Market value$256.53M
6.04%
Sole
1M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.25M
TypeSH
Market value$214.81M
5.06%
Sole
2.25M
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
SOLEShares6.25M
TypeSH
Market value$212.88M
5.01%
Sole
6.25M
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares750K
TypeSH
Market value$188.76M
4.45%
Sole
750K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares725K
TypeSH
Market value$87.72M
2.07%
Sole
725K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares635.97K
TypeSH
Market value$60.56M
1.43%
Sole
635.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ECHOSTAR CORPSOLE | CL A | 7.50M | SH | $572.70M 13.49% | 7.50M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 2M | SH | $459.72M 10.83% | 2M | 0.00 | 0.00 |
NEW YORK TIMES COSOLE | CL A | 8M | SH | $459.20M 10.82% | 8M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 1M | SH | $426.20M 10.04% | 1M | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 25M | SH | $393.25M 9.26% | 25M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 4M | SH | $337.32M 7.95% | 4M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 2.99M | SH | $312.31M 7.36% | 2.99M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 200K | SH | $263.60M 6.21% | 200K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 1M | SH | $256.53M 6.04% | 1M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.25M | SH | $214.81M 5.06% | 2.25M | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 6.25M | SH | $212.88M 5.01% | 6.25M | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 750K | SH | $188.76M 4.45% | 750K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 725K | SH | $87.72M 2.07% | 725K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 635.97K | SH | $60.56M 1.43% | 635.97K | 0.00 | 0.00 |