Darsana Capital Partners LP Portfolio Holdings

Darsana Capital Partners LP

  • $3.06 Billion
  • Q1 2025

Darsana Capital Partners LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.06 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hca Healthcare, Inc. with a value of $432M, Guidewire Software, Inc. with a value of $431M, Tempur Sealy International, Inc. with a value of $403M, New York Times CO with a value of $310M, and Trans Digm Group Inc with a value of $277M.

Examining the 13F form we can see an decrease of $168M in the current position value, from $3.23B to 3.06B.

Darsana Capital Partners LP is based out at New York, NY

Below you can find more details about Darsana Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $3.06 Billion
Healthcare: $665 Million
Technology: $629 Million
Industrials: $622 Million
Communication Services: $529 Million
Consumer Cyclical: $437 Million
Financial Services: $176 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$432 Million 14.12% of portfolio
1,250,000
Q1 2025 Added 2.04%
$17.7B
$431 Million 14.08% of portfolio
2,300,000
Q3 2024 Reduced 29.23%
$9.92B
$403 Million 13.18% of portfolio
7,000,000
Q2 2024 Added 40.0%
$9.17B
$310 Million 10.13% of portfolio
6,250,000
Q1 2025 Added 8.7%
$77.6B
$277 Million 9.04% of portfolio
200,000
Q4 2024 Added 21.21%
$32.1B
$244 Million 7.96% of portfolio
1,000,000
Q1 2025 New
$3.44B
$233 Million 7.62% of portfolio
20,010,000
Q3 2024 Added 716.95%
$3.6B
$219 Million 7.17% of portfolio
7,000,000
Q1 2025 Added 16.67%
$701M
$198 Million 6.49% of portfolio
7,758,328
Q1 2025 Added 10.83%
$159B
$176 Million 5.76% of portfolio
2,250,000
Q1 2025 New
$27.7B
$102 Million 3.34% of portfolio
1,000,000
Q3 2024 New
$66.2B
$34.1 Million 1.12% of portfolio
150,000
Q1 2025 Reduced 85.0%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q1 2025 Added 526.57%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q1 2025 Added 746.47%

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $3.06 Billion
  • Prior Value $3.23 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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