Filed: 2/17/2026ACC: 0001172661-26-000954
📋 What this filing means
DARSANA CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $5.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$5.02B
Total AUM (reported)
66.50M
Total Shares
Allocation by class
COM$2.74B54.6%
CL A$1.29B25.8%
COM CL A$488.38M9.7%
COM LBTY ONE S C$354.64M7.1%
COM LBTY ONE S A$72.64M1.4%
SHS$68.29M1.4%
Portfolio Concentration
Top 3$1.80B35.8%
4–10$2.30B45.9%
11–25$920.18M18.3%
Top 3 weight
35.8%
Top 10 weight
81.7%
Voting Authority Distribution
Total shares with voting rights: 66.50M
Sole
Full voting authority
66.50M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
ECHOSTAR CORP
SOLEShares7M
TypeSH
Market value$760.90M
15.16%
Sole
7M
Shared
0.00
None
0.00
NEW YORK TIMES CO
SOLEShares7.66M
TypeSH
Market value$531.68M
10.60%
Sole
7.66M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares2.50M
TypeSH
Market value$502.52M
10.02%
Sole
2.50M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares1M
TypeSH
Market value$466.86M
9.30%
Sole
1M
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares26M
TypeSH
Market value$458.64M
9.14%
Sole
26M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares3.60M
TypeSH
Market value$354.64M
7.07%
Sole
3.60M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares3M
TypeSH
Market value$267.84M
5.34%
Sole
3M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares200K
TypeSH
Market value$265.97M
5.30%
Sole
200K
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
SOLEShares8M
TypeSH
Market value$245.36M
4.89%
Sole
8M
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares1.50M
TypeSH
Market value$243.01M
4.84%
Sole
1.50M
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares1M
TypeSH
Market value$238.49M
4.75%
Sole
1M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.25M
TypeSH
Market value$224.80M
4.48%
Sole
2.25M
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares1M
TypeSH
Market value$216.98M
4.32%
Sole
1M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares500K
TypeSH
Market value$98.98M
1.97%
Sole
500K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares812.75K
TypeSH
Market value$72.64M
1.45%
Sole
812.75K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares475K
TypeSH
Market value$68.29M
1.36%
Sole
475K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ECHOSTAR CORPSOLE | CL A | 7M | SH | $760.90M 15.16% | 7M | 0.00 | 0.00 |
NEW YORK TIMES COSOLE | CL A | 7.66M | SH | $531.68M 10.60% | 7.66M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 2.50M | SH | $502.52M 10.02% | 2.50M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 1M | SH | $466.86M 9.30% | 1M | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 26M | SH | $458.64M 9.14% | 26M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 3.60M | SH | $354.64M 7.07% | 3.60M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 3M | SH | $267.84M 5.34% | 3M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 200K | SH | $265.97M 5.30% | 200K | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 8M | SH | $245.36M 4.89% | 8M | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 1.50M | SH | $243.01M 4.84% | 1.50M | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 1M | SH | $238.49M 4.75% | 1M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.25M | SH | $224.80M 4.48% | 2.25M | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 1M | SH | $216.98M 4.32% | 1M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 500K | SH | $98.98M 1.97% | 500K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 812.75K | SH | $72.64M 1.45% | 812.75K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 475K | SH | $68.29M 1.36% | 475K | 0.00 | 0.00 |