Filed: 5/15/2026ACC: 0001172661-26-002303
📋 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 $4.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$4.70B
Total AUM (reported)
69.82M
Total Shares
Allocation by class
COM$2.47B52.6%
CL A$1.24B26.4%
COM CL A$553.23M11.8%
COM LBTY ONE S C$365.59M7.8%
COM LBTY ONE S A$66.37M1.4%
Portfolio Concentration
Top 3$1.84B39.2%
4–10$2.19B46.6%
11–25$667.83M14.2%
Top 3 weight
39.2%
Top 10 weight
85.8%
Voting Authority Distribution
Total shares with voting rights: 69.82M
Sole
Full voting authority
69.82M
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
SOLEShares7M
TypeSH
Market value$819.49M
17.45%
Sole
7M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares4M
TypeSH
Market value$598.24M
12.74%
Sole
4M
Shared
0.00
None
0.00
NEW YORK TIMES CO MTN BE
SOLEShares5.04M
TypeSH
Market value$421.89M
8.98%
Sole
5.04M
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares26M
TypeSH
Market value$372.84M
7.94%
Sole
26M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares4.30M
TypeSH
Market value$365.59M
7.78%
Sole
4.30M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares750K
TypeSH
Market value$354.93M
7.56%
Sole
750K
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
SOLEShares11.85M
TypeSH
Market value$302.65M
6.44%
Sole
11.85M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares1.38M
TypeSH
Market value$272.65M
5.81%
Sole
1.38M
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares1.50M
TypeSH
Market value$270.11M
5.75%
Sole
1.50M
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares1M
TypeSH
Market value$250.58M
5.34%
Sole
1M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.25M
TypeSH
Market value$211.46M
4.50%
Sole
2.25M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares2.66M
TypeSH
Market value$196.29M
4.18%
Sole
2.66M
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares1.25M
TypeSH
Market value$193.71M
4.12%
Sole
1.25M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares850K
TypeSH
Market value$66.37M
1.41%
Sole
850K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ECHOSTAR CORPSOLE | CL A | 7M | SH | $819.49M 17.45% | 7M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 4M | SH | $598.24M 12.74% | 4M | 0.00 | 0.00 |
NEW YORK TIMES CO MTN BESOLE | CL A | 5.04M | SH | $421.89M 8.98% | 5.04M | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 26M | SH | $372.84M 7.94% | 26M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 4.30M | SH | $365.59M 7.78% | 4.30M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 750K | SH | $354.93M 7.56% | 750K | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 11.85M | SH | $302.65M 6.44% | 11.85M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 1.38M | SH | $272.65M 5.81% | 1.38M | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 1.50M | SH | $270.11M 5.75% | 1.50M | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 1M | SH | $250.58M 5.34% | 1M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.25M | SH | $211.46M 4.50% | 2.25M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 2.66M | SH | $196.29M 4.18% | 2.66M | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 1.25M | SH | $193.71M 4.12% | 1.25M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 850K | SH | $66.37M 1.41% | 850K | 0.00 | 0.00 |