Darsana Capital Partners LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Darsana Capital Partners LP reported 13 stock positions worth $3.1 billion. Its top holding was Guidewire Software (GWRE) at 12.2% of the portfolio, followed by Constellation Brands Class A (STZ, 11.4%) and Comcast Class A (CMCSA, 10.4%). Compared with Q4 2023, it opened 2 new positions, added to 1 and reduced 5. The biggest buy was a new position in HCA Healthcare (HCA) and the biggest sale Meta Platforms Class A (META, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001609098
- Portfolio Value
- $3.1B (Q1 2024)
- SEC Filing
- 0001172661-24-002477 ↗ filed May 15, 2024
Holdings Value
Holdings 13 stocks · $3.1B
| GWRE Guidewire Software Inc. | 12.19% | 3,250,000 | $379.3M | Reduce -7.1% |
| STZ Constellation Brands Inc. Class A | 11.35% | 1,300,000 | $353.3M | No change |
| CMCSA Comcast Corp. Class A | 10.45% | 7,500,000 | $325.1M | No change |
| HLT Hilton Worldwide Holdings Inc. | 10.28% | 1,500,000 | $320.0M | Reduce -25.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 9.14% | 7,500,000 | $284.4M | No change |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 9.13% | 5,000,000 | $284.1M | Add +100.0% |
| HCA HCA Healthcare Inc. | 8.04% | 750,000 | $250.1M | New |
| META Meta Platforms Inc. Class A | 7.80% | 500,000 | $242.8M | Reduce -50.0% |
| NYT New York Times Co. Class A | 6.94% | 5,000,000 | $216.1M | No change |
| KKR KKR & Co. Inc. | 6.46% | 2,000,000 | $201.2M | Reduce -23.1% |
| BBWI Bath & Body Works Inc. | 4.82% | 3,000,000 | $150.1M | Reduce -25.0% |
| SCHW Schwab (charles) Corp. | 2.32% | 1,000,000 | $72.3M | New |
| GTN Gray Media Inc. filed as GRAY TELEVISION INC | 1.06% | 5,242,163 | $33.1M | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $22.3B | SPCX, AMZN, ECHO, SHC, GWRE |
| Q1 2026 | 14 | $4.7B | ECHO, GWRE, NYT, SHC, FWONK |
| Q4 2025 | 16 | $5.0B | ECHO, NYT, GWRE, HCA, SHC |
| Q3 2025 | 14 | $4.2B | ECHO, GWRE, NYT, HCA, SHC |
| Q2 2025 | 14 | $3.5B | GWRE, HCA, NYT, SGI, TDG |
| Q1 2025 | 14 | $3.4B | HCA, GWRE, SGI, FWONK, NYT |
| Q4 2024 | 14 | $3.3B | SGI, GWRE, HCA, NYT, GOOGL |
| Q3 2024 | 15 | $4.1B | HCA, GWRE, SGI, HLT, SHC |
| Q2 2024 | 14 | $3.7B | GWRE, META, CMCSA, HCA, STZ |
| Q1 2024 | 13 | $3.1B | GWRE, STZ, CMCSA, HLT, BAC |