Darsana Capital Partners LP Portfolio Holdings

Darsana Capital Partners LP

$3.23 Billion
Q4 2024

Darsana Capital Partners LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.23 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tempur Sealy International, Inc. with a value of $397M, Guidewire Software, Inc. with a value of $388M, Hca Healthcare, Inc. with a value of $368M, New York Times CO with a value of $299M, and Alphabet Inc. with a value of $284M.

Examining the 13F form we can see an decrease of $833M in the current position value, from $4.06B to 3.23B.

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 $3.23 Billion

Communication Services: $769 Million

Consumer Cyclical: $644 Million

Healthcare: $641 Million

Technology: $548 Million

Industrials: $349 Million

Consumer Defensive: $276 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GOOGL Alphabet Inc. Communication Services	$1.11T	$284 Million 8.8% of portfolio	1,500,000	Q4 2024 Reduced 25.0%

Summary

Portfolio
No. of Stocks 14
Current Value $3.23 Billion
Prior Value $4.06 Billion
Filing
Period Q4 2024
Filing Date February 14, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 2 stocks
Additional Purchases 5 stocks
Sold out of 0 stocks
Reduced holdings in 3 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Darsana Capital Partners LP, based on Form 13F filings with the SEC.

News

Stay updated on Darsana Capital Partners LP with notifications on news.

Account

Darsana Capital Partners LP Portfolio Holdings