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Disclosery

Darsana Capital Partners LP: TDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Darsana Capital Partners LP on TDG, newest first. How the timeline and the estimate are built.

Darsana Capital Partners LP held 0 TDG shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -200,000 shares

    13F-HR 0001172661-26-002303 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 200,000 shares
    Change vs previous 13F 0 shares

    5.3% of the 13F portfolio, value $265,970,000.

    13F-HR 0001172661-26-000954 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 200,000 shares
    Change vs previous 13F +25,000 shares

    6.21% of the 13F portfolio, value $263,604,000.

    13F-HR 0001172661-25-005020 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 175,000 shares
    Change vs previous 13F -25,000 shares

    7.6% of the 13F portfolio, value $266,112,000.

    13F-HR 0001172661-25-003471 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 200,000 shares
    Change vs previous 13F 0 shares

    8.04% of the 13F portfolio, value $276,658,000.

    13F-HR 0001172661-25-002333 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 200,000 shares
    Change vs previous 13F +35,000 shares

    7.71% of the 13F portfolio, value $253,456,000.

    13F-HR 0001172661-25-001213 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 165,000 shares
    Change vs previous 13F not available

    5.8% of the 13F portfolio, value $235,476,450.

    13F-HR 0001172661-24-005304 filed by Darsana Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).