13F-HR filed by Darsana Capital Partners LP
Darsana Capital Partners LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 16 holding rows worth $5,017,608,933.
- Accession
- 0001172661-26-000954
- Filer
- CIK 1609098
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 16 entries on the cover page, a total value of $5,017,608,933 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,017,608,933 with VALUE read as dollars as filed, 13F file number 028-16637. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ECHOSTAR CORP | 278768106 | CL A | 7,000,000 | $760,900,000 | dollars as filed | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 7,658,900 | $531,680,838 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 2,500,000 | $502,525,000 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 1,000,000 | $466,860,000 | dollars as filed | |
| SOTERA HEALTH CO | 83601L102 | COM | 26,000,000 | $458,640,000 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 3,600,000 | $354,636,000 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 3,000,000 | $267,840,000 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 200,000 | $265,970,000 | dollars as filed | |
| WARNER MUSIC GROUP CORP | 934550203 | COM CL A | 8,000,000 | $245,360,000 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 1,500,000 | $243,015,000 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 1,000,000 | $238,490,000 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 2,250,000 | $224,797,500 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 1,000,000 | $216,980,000 | dollars as filed | |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 500,000 | $98,985,000 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229771 | COM LBTY ONE S A | 812,750 | $72,643,595 | dollars as filed | |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 475,000 | $68,286,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-000954 | this filing | 2026-02-17 | acceptance time not in the bulk data set |