Darsana Capital Partners LP
Follow13F filer, CIK 1609098, New York, NY
Darsana Capital Partners LP reported $3,285,904,847 across 14 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 90.45% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-001213
- Period
- 2024-12-31
- Reported value
- $3.29B
- Holdings
- 14
- Top 10 weight
- 90.45%
- New
- 2
- Sold out
- 3
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| WMGadded | +5,917,879 | $183M |
| ECHOadded | +4,000,000 | $91.6M |
| FWONKnew | +557,000 | $51.6M |
| TDGadded | +35,000 | $44.4M |
| NYTadded | +750,000 | $39M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CMCSAexited | -8,000,000 | -$334M |
| BACexited | -6,000,000 | -$238M |
| SCHWexited | -3,000,000 | -$194M |
| HLTreduced | -500,000 | -$124M |
| GOOGLreduced | -500,000 | -$94.7M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0001172661-25-001213, largest first. % of portfolio is the value over $3,285,904,847, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SGISOMNIGROUP INTERNATIONAL INC | 7,000,000 | $397M | 12.08% | 0 | Timeline | ||
| GWREGUIDEWIRE SOFTWARE INC | 2,300,000 | $388M | 11.8% | 0 | Timeline | ||
| HCAHCA HEALTHCARE INC | 1,225,000 | $368M | 11.19% | +75,000 | Timeline | ||
| NYTNEW YORK TIMES CO MTN BE | 5,750,000 | $299M | 9.11% | +750,000 | Timeline | ||
| GOOGLALPHABET INC | 1,500,000 | $284M | 8.64% | -500,000 | Timeline | ||
| STZCONSTELLATION BRANDS INC | 1,250,000 | $276M | 8.41% | -20,800 | Timeline | ||
| SHCSOTERA HEALTH CO | 20,010,000 | $274M | 8.33% | 0 | Timeline | ||
| TDGTRANSDIGM GROUP INC | 200,000 | $253M | 7.71% | +35,000 | Timeline | ||
| HLTHILTON WORLDWIDE HLDGS INC | 1,000,000 | $247M | 7.52% | -500,000 | Timeline | ||
| WMGWARNER MUSIC GROUP CORP | 6,000,000 | $186M | 5.66% | +5,917,879 | Timeline | ||
| ECHOECHOSTAR CORP | 7,000,000 | $160M | 4.88% | +4,000,000 | Timeline | ||
| AERAERCAP HOLDINGS NV | 1,000,000 | $95.7M | 2.91% | 0 | Timeline | ||
| FWONKLIBERTY MEDIA CORP DEL | 557,000 | $51.6M | 1.57% | new | Timeline | ||
| FWONALIBERTY MEDIA CORP DEL | 73,836 | $6.21M | 0.19% | new | Timeline |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001172661-25-001213 | base | 2025-02-14 | acceptance time not in the bulk data set |