Darsana-Capital-Partners-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FWONK",
  null,
  "HLT",
  "FWONA",
  "SATS",
  "GWRE",
  "AER",
  "NYT",
  "TDG",
  "SCHW",
  "WMG",
  "SHC",
  "EFX",
  "HCA"
]

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: darsana-capital-partners-lp
Manager Name: Darsana-Capital-Partners-Lp

Data Enrichment

93% identified

13 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $3.4B total value

SEC FilingSEC DataHachi Filing

Manager:

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HCA Healthcare, Inc.

HCA|40412C101

Shares:1.3M

Value:$431.9M

% of Portfolio:12.6% ($431.9M/$3.4B)

Guidewire Software, Inc.

GWRE|40171V100

Shares:2.3M

Value:$430.9M

% of Portfolio:12.5% ($430.9M/$3.4B)

88023U101

Shares:7.0M

Value:$419.2M

% of Portfolio:12.2% ($419.2M/$3.4B)

Liberty Media Corp

FWONK|531229755

Shares:3.5M

Value:$314.1M

% of Portfolio:9.1% ($314.1M/$3.4B)

NEW YORK TIMES CO

NYT|650111107

Shares:6.3M

Value:$310.0M

% of Portfolio:9.0% ($310.0M/$3.4B)

TransDigm Group INC

TDG|893641100

Shares:200.0K

Value:$276.7M

% of Portfolio:8.0% ($276.7M/$3.4B)

EQUIFAX INC

EFX|294429105

Shares:1.0M

Value:$243.6M

% of Portfolio:7.1% ($243.6M/$3.4B)

Sotera Health Co

SHC|83601L102

Shares:20.0M

Value:$233.3M

% of Portfolio:6.8% ($233.3M/$3.4B)

Warner Music Group Corp.

WMG|934550203

Shares:7.0M

Value:$219.4M

% of Portfolio:6.4% ($219.4M/$3.4B)

EchoStar CORP

SATS|278768106

Shares:7.8M

Value:$198.5M

% of Portfolio:5.8% ($198.5M/$3.4B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:2.3M

Value:$176.1M

% of Portfolio:5.1% ($176.1M/$3.4B)

AerCap Holdings N.V.

AER|N00985106

Shares:1.0M

Value:$102.2M

% of Portfolio:3.0% ($102.2M/$3.4B)

Liberty Media Corp

FWONA|531229771

Shares:625.0K

Value:$50.9M

% of Portfolio:1.5% ($50.9M/$3.4B)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:150.0K

Value:$34.1M

% of Portfolio:1.0% ($34.1M/$3.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
HCA Healthcare, Inc.(HCAcusip40412C101)	1.3M	QoQ +2.04% (+25.0K) YoY +66.66% (+500.0K)	All Managers (Combined)	$431.9M	12.6% ($431.9M/$3.4B)	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	12.5% ($430.9M/$3.4B)	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	12.2% ($419.2M/$3.4B)	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	9.1% ($314.1M/$3.4B)	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	9.0% ($310.0M/$3.4B)	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	8.0% ($276.7M/$3.4B)	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	7.1% ($243.6M/$3.4B)	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	6.8% ($233.3M/$3.4B)	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	6.4% ($219.4M/$3.4B)	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	5.8% ($198.5M/$3.4B)	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	5.1% ($176.1M/$3.4B)	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	3.0% ($102.2M/$3.4B)	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	1.5% ($50.9M/$3.4B)	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	1.0% ($34.1M/$3.4B)	QoQ -86.19% (-$213.0M) YoY -89.33% (-$285.8M)