Darsana Capital Partners LP
CIK Number: 0001609098
Main Sectors:
Top Industries:
Filing Date: Aug 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Softw... | 229.99 | -0.44% | 2M | -13.04% | 470.9M | 114.21 | 13.45% | Share |
| 2 | HCA | HCA Healthcare,... | 429.48 | +0.65% | 1M | -20% | 383.1M | 323.82 | 10.94% | Share |
| 3 | NYT | The New York Ti... | 55.63 | +0.05% | 6.25M | 0.00% | 349.88M | 35.28 | 9.99% | Share |
| 4 | SGI | Somnigroup Inte... | 84.27 | +0.37% | 5M | -28.57% | 340.25M | 51.52 | 9.72% | Share |
| 5 | TDG | TransDigm Group... | 1289.20 | +0.42% | 175K | -12.5% | 266.11M | 1255.27 | 7.60% | Share |
| 6 | FWONK | Formula One Gro... | 104.83 | +0.65% | 2.5M | -28.37% | 261.25M | 90.43 | 7.46% | Share |
| 7 | EFX | Equifax Inc. | 236.67 | +1.86% | 1M | 0.00% | 259.37M | 243.56 | 7.41% | Share |
| 8 | SATS | EchoStar Corpor... | 77.12 | -2.38% | 8.96M | +15.49% | 248.19M | 22.77 | 7.09% | Share |
| 9 | SHC | Sotera Health C... | 15.95 | +0.44% | 20.01M | 0.00% | 222.51M | 16.07 | 6.35% | Share |
| 10 | WMG | Warner Music Gr... | 33.85 | -0.98% | 8M | +14.29% | 217.92M | 30.58 | 6.22% | Share |
| 11 | SCHW | The Charles Sch... | 94.07 | +1.48% | 2.25M | 0.00% | 205.29M | 78.28 | 5.86% | Share |
| 12 | HLT | Hilton Worldwid... | 258.41 | -0.19% | 500K | +233.33% | 133.17M | 228.18 | 3.80% | Share |
| 13 | AER | AerCap Holdings... | 125.53 | +1.05% | 725K | -27.5% | 84.83M | 94.72 | 2.42% | Share |
| 14 | FWONA | Formula One Gro... | 96.38 | +1.02% | 625K | 0.00% | 59.35M | 81.77 | 1.69% | Share |