Darsana Capital Partners LP Portfolio Holdings

Darsana Capital Partners LP

  • $3.13 Billion
  • Q2 2025

Darsana Capital Partners LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.13 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Guidewire Software, Inc. with a value of $471M, Hca Healthcare, Inc. with a value of $383M, New York Times CO with a value of $350M, Tempur Sealy International, Inc. with a value of $288M, and Trans Digm Group Inc with a value of $266M.

Examining the 13F form we can see an increase of $69.3M in the current position value, from $3.06B to 3.13B.

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 $3.13 Billion
Technology: $719 Million
Industrials: $610 Million
Healthcare: $606 Million
Communication Services: $568 Million
Consumer Cyclical: $421 Million
Financial Services: $205 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$994M
$248 Million 7.93% of portfolio
8,960,000
Q2 2025 Added 15.49%

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $3.13 Billion
  • Prior Value $3.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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