Darsana Capital Partners Lp Top Holdings and 13F Report (2025) About Darsana Capital Partners LpInvestment ActivityDarsana Capital Partners Lp has $3.29 billion in total holdings as of December 31, 2024.Darsana Capital Partners Lp owns shares of 14 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 13.35% of the portfolio was purchased this quarter.About 30.11% of the portfolio was sold this quarter.This quarter, Darsana Capital Partners Lp has purchased 15 new stocks and bought additional shares in 5 stocks.Darsana Capital Partners Lp sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Tempur Sealy International $396,830,000Guidewire Software $387,734,000HCA Healthcare $367,683,750New York Times $299,287,500Alphabet $283,950,000 Largest New Holdings this Quarter Formula One Group $51,611,620 HoldingFormula One Group $6,205,177 Holding Largest Purchases this Quarter Warner Music Group 5,917,879 shares (about $183.45M)EchoStar 4,000,000 shares (about $91.60M)Formula One Group 557,000 shares (about $51.61M)TransDigm Group 35,000 shares (about $44.35M)New York Times 750,000 shares (about $39.04M) Largest Sales this Quarter Hilton Worldwide 500,000 shares (about $123.58M)Alphabet 500,000 shares (about $94.65M)Constellation Brands 20,800 shares (about $4.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDarsana Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPXTempur Sealy International$396,830,0000.0%7,000,00012.1%Retail/WholesaleGWREGuidewire Software$387,734,0000.0%2,300,00011.8%Computer and TechnologyHCAHCA Healthcare$367,683,750$22,511,250 ▲6.5%1,225,00011.2%MedicalNYTNew York Times$299,287,500$39,037,500 ▲15.0%5,750,0009.1%Consumer StaplesGOOGLAlphabet$283,950,000$94,650,000 ▼-25.0%1,500,0008.6%Computer and TechnologySTZConstellation Brands$276,250,000$4,596,800 ▼-1.6%1,250,0008.4%Consumer StaplesSHCSotera Health$273,736,8000.0%20,010,0008.3%MedicalTDGTransDigm Group$253,456,000$44,354,800 ▲21.2%200,0007.7%AerospaceHLTHilton Worldwide$247,160,000$123,580,000 ▼-33.3%1,000,0007.5%Consumer DiscretionaryWMGWarner Music Group$186,000,000$183,454,249 ▲7,206.3%6,000,0005.7%Consumer DiscretionarySATSEchoStar$160,300,000$91,600,000 ▲133.3%7,000,0004.9%Computer and TechnologyAERAerCap$95,700,0000.0%1,000,0002.9%TransportationFWONKFormula One Group$51,611,620$51,611,620 ▲New Holding557,0001.6%Consumer DiscretionaryFWONAFormula One Group$6,205,177$6,205,177 ▲New Holding73,8360.2%Consumer DiscretionaryCMCSAComcast$0$334,160,000 ▼-100.0%00.0%Consumer DiscretionaryBACBank of America$0$238,080,000 ▼-100.0%00.0%FinanceSCHWCharles Schwab$0$194,430,000 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
