Darsana Capital Partners LP
Top Portfolio Positions
13 positions ·
$4,331,203,129 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SATS |
EchoStar CORP
Communication Services
|
7,000,000 | $819,490,000 | 18.92% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
4,000,000 | $598,240,000 | 13.81% | |
| NYT |
New York Times Co
Communication Services
|
5,038,727 | $421,892,611 | 9.74% | |
| SHC |
Sotera Health Co
Healthcare
|
26,000,000 | $372,840,000 | 8.61% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
750,000 | $354,930,000 | 8.19% | |
| WMG |
Warner Music Group Corp.
Communication Services
|
11,850,000 | $302,649,000 | 6.99% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
1,375,000 | $272,648,750 | 6.29% | |
| EFX |
Equifax Inc
Industrials
|
1,500,000 | $270,105,000 | 6.24% | |
| VRT |
Vertiv Holdings Co
Industrials
|
1,000,000 | $250,580,000 | 5.79% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
2,250,000 | $211,455,000 | 4.88% |
Portfolio Trend
23 quarters · across all stocks
Holdings in SGI
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,292,268 | 2,655,469 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $340,250,000 | 5,000,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $419,160,000 | 7,000,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $396,830,000 | 7,000,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $382,200,000 | 7,000,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $331,380,000 | 7,000,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $284,100,000 | 5,000,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $127,425,000 | 2,500,000 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||