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Darsana Capital Partners LP

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13F filer, CIK 1609098, New York, NY

Darsana Capital Partners LP reported $22,269,061,321 across 16 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 95.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003746

Period
2026-06-30
Reported value
$22.3B
Holdings
16
Top 10 weight
95.37%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPCXnew+101,461,915$17.3B
AMZNnew+2,500,000$596M
METAnew+300,000$169M
HCAadded+350,000$136M
WINGadded+250,000$43.4M

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
VRTreduced-755,094-$253M
ECHOreduced-2,000,000-$203M
SGIexited-2,655,469-$196M
GWREreduced-196,000-$24.1M
NYTreduced-38,727-$2.71M

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, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003746, largest first. % of portfolio is the value over $22,269,061,321, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,461,915 shares 101,461,915$17.3B77.85%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500,000 shares 2,500,000$596M2.68%newTimeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,000,000 shares 5,000,000$508M2.28%-2,000,000Timeline
SHCSOTERA HEALTH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,000,000 shares 27,000,000$479M2.15%+1,000,000Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,804,000 shares 3,804,000$468M2.1%-196,000Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,100,000 shares 1,100,000$429M1.93%+350,000Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,300,000 shares 4,300,000$409M1.84%0Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,000,000 shares 5,000,000$350M1.57%-38,727Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,000 shares; 2026Q1: 1,375,000 shares; 2026Q2: 1,500,000 shares 1,500,000$340M1.53%+125,000Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,943,199 shares 11,943,199$323M1.45%+93,199Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,500,000 shares 1,500,000$260M1.17%+250,000Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,500,000 shares 1,500,000$238M1.07%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,250,000 shares 2,250,000$208M0.93%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300,000 shares 300,000$169M0.76%newTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 244,906 shares 244,906$82M0.37%-755,094Timeline
FWONALIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 850,000 shares 850,000$74.4M0.33%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
SGISOMNIGROUP INTERNATIONAL INC2,655,469$196Mshares

How Q2 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 0001172661-26-003746 base2026-08-14acceptance time not in the bulk data set