Darsana Capital Partners LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 14
Total Value: 3440954280
Accession Number: 0001172661-25-002333
Form Type: 13F-HR
CIK: 0001609098
Manager Name: Darsana Capital Partners LP

Data Enrichment

93% identified

13 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $3,440,954.28K total value

14 positions

Manager:

SEC FilingSEC DataHachi Filing

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HCA Healthcare, Inc.

HCA|40412C101

1250000(+2.0%)

Value:

$431.9B(+17.5%)

Guidewire Software, Inc.

GWRE|40171V100

2300000(+0.0%)

Value:

$430.9B(+11.1%)

88023U101

7000000(+0.0%)

Value:

$419.2B(+5.6%)

Liberty Media Corp

FWONK|531229755

3490000(+526.6%)

Value:

$314.1B(+508.6%)

NEW YORK TIMES CO

NYT|650111107

6250000(+8.7%)

Value:

$310.0B(+3.6%)

TransDigm Group INC

TDG|893641100

200000(+0.0%)

Value:

$276.7B(+9.2%)

EQUIFAX INC

EFX|294429105

1000000

Value:

$243.6B

Sotera Health Co

SHC|83601L102

20010000(+0.0%)

Value:

$233.3B(-14.8%)

Warner Music Group Corp.

WMG|934550203

7000000(+16.7%)

Value:

$219.4B(+18.0%)

EchoStar CORP

SATS|278768106

7758328(+10.8%)

Value:

$198.5B(+23.8%)

SCHWAB CHARLES CORP

SCHW|808513105

2250000

Value:

$176.1B

AerCap Holdings N.V.

AER|N00985106

1000000(+0.0%)

Value:

$102.2B(+6.8%)

Liberty Media Corp

FWONA|531229771

625000(+746.5%)

Value:

$50.9B(+720.6%)

Hilton Worldwide Holdings Inc.

HLT|43300A203

150000(-85.0%)

Value:

$34.1B(-86.2%)

Instrument	Shares		Other Manager	Value
Hca Healthcare, Inc.(HCAcusip40412C101)	1.3M	QoQ +2.04% (+25.0K) YoY +66.66% (+500.0K)	All Managers (Combined)	$431.9M	QoQ +17.47% (+$64.3M) YoY +72.67% (+$181.8M)
Guidewire Software, Inc.(GWREcusip40171V100)	2.3M	QoQ 0.00% (+0) YoY -29.23% (-950.0K)	All Managers (Combined)	$430.9M	QoQ +11.14% (+$43.2M) YoY +13.60% (-$51.6M)
(cusip88023U101)✕	7.0M	QoQ 0.00% (+0) YoY +40.00% (+2.0M)	All Managers (Combined)	$419.2M	QoQ +5.62% (+$22.3M) YoY +47.53% (+$135.1M)
Liberty Media Corp(FWONKcusip531229755)	3.5M	QoQ +526.57% (+2.9M) YoY NEW(+3.5M)	All Managers (Combined)	$314.1M	QoQ +508.65% (+$262.5M) YoY NEW(+$314.1M)
New York Times Co(NYTcusip650111107)	6.3M	QoQ +8.69% (+500.0K) YoY +25.00% (+1.3M)	All Managers (Combined)	$310.0M	QoQ +3.57% (+$10.7M) YoY +43.45% (+$93.9M)
Transdigm Group Inc(TDGcusip893641100)	200.0K	QoQ 0.00% (+0) YoY NEW(+200.0K)	All Managers (Combined)	$276.7M	QoQ +9.15% (+$23.2M) YoY NEW(+$276.7M)
Equifax Inc(EFXcusip294429105)	1.0M	QoQ NEW(+1.0M) YoY NEW(+1.0M)	All Managers (Combined)	$243.6M	QoQ NEW(+$243.6M) YoY NEW(+$243.6M)
Sotera Health Co(SHCcusip83601L102)	20.0M	QoQ 0.00% (-0) YoY NEW(+20.0M)	All Managers (Combined)	$233.3M	QoQ -14.76% (-$40.4M) YoY NEW(+$233.3M)
Warner Music Group Corp.(WMGcusip934550203)	7.0M	QoQ +16.66% (+1.0M) YoY NEW(+7.0M)	All Managers (Combined)	$219.4M	QoQ +17.98% (+$33.5M) YoY NEW(+$219.4M)
Echostar Corp(SATScusip278768106)	7.8M	QoQ +10.83% (+758.3K) YoY NEW(+7.8M)	All Managers (Combined)	$198.5M	QoQ +23.80% (+$38.2M) YoY NEW(+$198.5M)
Schwab Charles Corp(SCHWcusip808513105)	2.3M	QoQ NEW(+2.3M) YoY +125.00% (+1.3M)	All Managers (Combined)	$176.1M	QoQ NEW(+$176.1M) YoY +143.47% (+$103.8M)
Aercap Holdings N.V.(AERcusipN00985106)	1.0M	QoQ 0.00% (+0) YoY NEW(+1.0M)	All Managers (Combined)	$102.2M	QoQ +6.76% (+$6.5M) YoY NEW(+$102.2M)
Liberty Media Corp(FWONAcusip531229771)	625.0K	QoQ +746.47% (+551.2K) YoY NEW(+625.0K)	All Managers (Combined)	$50.9M	QoQ +720.58% (+$44.7M) YoY NEW(+$50.9M)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	150.0K	QoQ -85.00% (-850.0K) YoY -90.00% (-1.4M)	All Managers (Combined)	$34.1M	QoQ -86.19% (-$213.0M) YoY -89.33% (-$285.8M)