Darsana Capital Partners LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DC Darsana Capital Partners LP | Institutional Filer | ▼ 6.39% | $4.70B | 14 |
Current Portfolio Holdings
Showing all 14 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SATS | EchoStar Corporation | Technology | 7.0M | $819.5M | 17.45% |
| 2 | GWRE | Guidewire Software, Inc. | Technology | 4.0M | $598.2M | 12.74% |
| 3 | NYT | The New York Times Company | Communication Services | 5.0M | $421.9M | 8.98% |
| 4 | SHC | Sotera Health Company | Healthcare | 26.0M | $372.8M | 7.94% |
| 5 | FWONK | Formula One Group | Communication Services | 4.3M | $365.6M | 7.78% |
| 6 | HCA | HCA Healthcare, Inc. | Healthcare | 750K | $354.9M | 7.56% |
| 7 | WMG | Warner Music Group Corp. | Communication Services | 11.8M | $302.6M | 6.44% |
| 8 | DKS | DICK'S Sporting Goods, Inc. | Consumer Cyclical | 1.4M | $272.6M | 5.81% |
| 9 | EFX | Equifax Inc. | Industrials | 1.5M | $270.1M | 5.75% |
| 10 | VRT | Vertiv Holdings Co | Industrials | 1.0M | $250.6M | 5.34% |
| 11 | SCHW | The Charles Schwab Corporation | Financial Services | 2.3M | $211.5M | 4.50% |
| 12 | SGI | Somnigroup International Inc | Consumer Defensive | 2.7M | $196.3M | 4.18% |
| 13 | WING | Wingstop Inc. | Consumer Cyclical | 1.3M | $193.7M | 4.12% |
| 14 | FWONA | LIBERTY MEDIA CORP DEL | — | 850K | $66.4M | 1.41% |
Showing 1 to 14 of 14 holdings