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Darsana Capital Partners LP

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13F filer, CIK 1609098, New York, NY

Darsana Capital Partners LP reported $4,696,789,130 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 85.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002303

Period
2026-03-31
Reported value
$4.7B
Holdings
14
Top 10 weight
85.78%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GWREadded+1,500,000$224M
DKSadded+875,000$174M
WMGadded+3,850,000$98.3M
EFXadded+500,000$90M
FWONKadded+700,000$59.5M

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

SecurityShares changeApprox. value
TDGexited-200,000-$266M
NYTreduced-2,620,173-$219M
VRTreduced-500,000-$125M
HCAreduced-250,000-$118M
AERexited-475,000-$68.3M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002303, largest first. % of portfolio is the value over $4,696,789,130, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000,000 shares; 2024Q4: 7,000,000 shares; 2025Q1: 7,758,328 shares; 2025Q2: 8,960,000 shares; 2025Q3: 7,500,000 shares; 2025Q4: 7,000,000 shares; 2026Q1: 7,000,000 shares 7,000,000$819M17.45%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300,000 shares; 2024Q4: 2,300,000 shares; 2025Q1: 2,300,000 shares; 2025Q2: 2,000,000 shares; 2025Q3: 2,000,000 shares; 2025Q4: 2,500,000 shares; 2026Q1: 4,000,000 shares 4,000,000$598M12.74%+1,500,000Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000,000 shares; 2024Q4: 5,750,000 shares; 2025Q1: 6,250,000 shares; 2025Q2: 6,250,000 shares; 2025Q3: 8,000,000 shares; 2025Q4: 7,658,900 shares; 2026Q1: 5,038,727 shares 5,038,727$422M8.98%-2,620,173Timeline
SHCSOTERA HEALTH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,010,000 shares; 2024Q4: 20,010,000 shares; 2025Q1: 20,010,000 shares; 2025Q2: 20,010,000 shares; 2025Q3: 25,000,000 shares; 2025Q4: 26,000,000 shares; 2026Q1: 26,000,000 shares 26,000,000$373M7.94%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 557,000 shares; 2025Q1: 3,490,000 shares; 2025Q2: 2,500,000 shares; 2025Q3: 2,990,000 shares; 2025Q4: 3,600,000 shares; 2026Q1: 4,300,000 shares 4,300,000$366M7.78%+700,000Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150,000 shares; 2024Q4: 1,225,000 shares; 2025Q1: 1,250,000 shares; 2025Q2: 1,000,000 shares; 2025Q3: 1,000,000 shares; 2025Q4: 1,000,000 shares; 2026Q1: 750,000 shares 750,000$355M7.56%-250,000Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,121 shares; 2024Q4: 6,000,000 shares; 2025Q1: 7,000,000 shares; 2025Q2: 8,000,000 shares; 2025Q3: 6,250,000 shares; 2025Q4: 8,000,000 shares; 2026Q1: 11,850,000 shares 11,850,000$303M6.44%+3,850,000Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,000 shares; 2026Q1: 1,375,000 shares 1,375,000$273M5.81%+875,000Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000,000 shares; 2025Q2: 1,000,000 shares; 2025Q3: 1,000,000 shares; 2025Q4: 1,000,000 shares; 2026Q1: 1,500,000 shares 1,500,000$270M5.75%+500,000Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500,000 shares; 2026Q1: 1,000,000 shares 1,000,000$251M5.34%-500,000Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000,000 shares; 2024Q4: not reported; 2025Q1: 2,250,000 shares; 2025Q2: 2,250,000 shares; 2025Q3: 2,250,000 shares; 2025Q4: 2,250,000 shares; 2026Q1: 2,250,000 shares 2,250,000$211M4.5%0Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000,000 shares; 2024Q4: 7,000,000 shares; 2025Q1: 7,000,000 shares; 2025Q2: 5,000,000 shares; 2025Q3: 4,000,000 shares; 2025Q4: 3,000,000 shares; 2026Q1: 2,655,469 shares 2,655,469$196M4.18%-344,531Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750,000 shares; 2025Q4: 1,000,000 shares; 2026Q1: 1,250,000 shares 1,250,000$194M4.12%+250,000Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,836 shares; 2025Q1: 625,000 shares; 2025Q2: 625,000 shares; 2025Q3: 635,970 shares; 2025Q4: 812,750 shares; 2026Q1: 850,000 shares 850,000$66.4M1.41%+37,250Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TDGTRANSDIGM GROUP INC200,000$266Mshares
AERAERCAP HOLDINGS NV475,000$68.3Mshares

How Q1 2026 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002303 base2026-05-15acceptance time not in the bulk data set