Darsana Capital Partners LP
CIK Number: 0001609098
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HCA | HCA Healthcare,... | 393.65 | -0.54% | 1.25M | +2.04% | 431.94M | 323.82 | 12.55% | Share |
| 2 | GWRE | Guidewire Softw... | 215.12 | +1.75% | 2.3M | 0.00% | 430.93M | 114.21 | 12.52% | Share |
| 3 | SGI | Somnigroup Inte... | 80.53 | +0.56% | 7M | 0.00% | 419.16M | 51.52 | 12.18% | Share |
| 4 | FWONK | Formula One Gro... | 100.76 | +1.34% | 3.49M | +526.57% | 314.13M | 90.43 | 9.13% | Share |
| 5 | NYT | The New York Ti... | 59.33 | -1.38% | 6.25M | +8.70% | 310M | 35.28 | 9.01% | Share |
| 6 | TDG | TransDigm Group... | 1389.72 | +0.13% | 200K | 0.00% | 276.66M | 1255.27 | 8.04% | Share |
| 7 | EFX | Equifax Inc. | 245.97 | -0.71% | 1M | +100.00% | 243.56M | 243.56 | 7.08% | Share |
| 8 | SHC | Sotera Health C... | 15.78 | +0.25% | 20.01M | 0.00% | 233.32M | 16.07 | 6.78% | Share |
| 9 | WMG | Warner Music Gr... | 32.35 | -0.54% | 7M | +16.67% | 219.45M | 31.05 | 6.38% | Share |
| 10 | SATS | EchoStar Corpor... | 27.87 | +0.04% | 7.76M | +10.83% | 198.46M | 22.01 | 5.77% | Share |
| 11 | SCHW | The Charles Sch... | 96.21 | +0.10% | 2.25M | +100.00% | 176.13M | 78.28 | 5.12% | Share |
| 12 | AER | AerCap Holdings... | 114.43 | +1.19% | 1M | 0.00% | 102.17M | 94.72 | 2.97% | Share |
| 13 | FWONA | Formula One Gro... | 90.00 | +1.42% | 625K | +746.47% | 50.92M | 81.77 | 1.48% | Share |
| 14 | HLT | Hilton Worldwid... | 269.53 | +0.67% | 150K | -85% | 34.13M | 139.15 | 0.99% | Share |