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Disclosery

Darsana Capital Partners LP: VRT position timeline

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

Darsana Capital Partners LP held 244,906 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 244,906 shares
    Change vs previous 13F -755,094 shares

    0.37% of the 13F portfolio, value $81,999,427.

    13F-HR 0001172661-26-003746 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).

  2. period ended2026-03-31
    13F 1,000,000 shares
    Change vs previous 13F -500,000 shares

    5.34% of the 13F portfolio, value $250,580,000.

    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).

  3. period ended2025-12-31
    13F 1,500,000 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $243,015,000.

    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).