Darsana Capital Partners LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Darsana Capital Partners LP reported 15 stock positions worth $4.1 billion. Its top holding was HCA Healthcare (HCA) at 11.5% of the portfolio, followed by Guidewire Software (GWRE, 10.4%) and Somnigroup International (SGI, 9.4%). Compared with Q2 2024, it opened 3 new positions, sold out of 2, added to 2 and reduced 5. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale an exit from Meta Platforms Class A (META).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001609098
- Portfolio Value
- $4.1B (Q3 2024)
- SEC Filing
- 0001172661-24-005304 ↗ filed Nov 14, 2024
Holdings Value
Holdings 15 stocks · $4.1B
| HCA HCA Healthcare Inc. | 11.51% | 1,150,000 | $467.4M | No change |
| GWRE Guidewire Software Inc. | 10.36% | 2,300,000 | $420.8M | Reduce -29.2% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 9.41% | 7,000,000 | $382.2M | No change |
| HLT Hilton Worldwide Holdings Inc. | 8.51% | 1,500,000 | $345.8M | No change |
| SHC Sotera Health Co. | 8.23% | 20,010,000 | $334.2M | Add +717.0% |
| CMCSA Comcast Corp. Class A | 8.23% | 8,000,000 | $334.2M | Reduce -15.8% |
| GOOGL Alphabet Inc. Class A | 8.17% | 2,000,000 | $331.7M | New |
| STZ Constellation Brands Inc. Class A | 8.06% | 1,270,800 | $327.5M | Reduce -2.3% |
| NYT New York Times Co. Class A | 6.85% | 5,000,000 | $278.4M | Reduce -20.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 5.86% | 6,000,000 | $238.1M | Reduce -7.7% |
| TDG Transdigm Group Inc. | 5.80% | 165,000 | $235.5M | No change |
| SCHW Schwab (charles) Corp. | 4.79% | 3,000,000 | $194.4M | No change |
| AER Aercap Holdings NV | 2.33% | 1,000,000 | $94.7M | New |
| ECHO Echostar Corp. Class A | 1.83% | 3,000,000 | $74.5M | Add +44.8% |
| WMG Warner Music Group Corp. Class A | 0.06% | 82,121 | $2.6M | New |
Portfolio Sells Q2 2024 → Q3 2024
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −10.34 |
| CMCSA Comcast Corp. Class A | Reduce -15.8% | 8.23% | −1.94 |
| NYT New York Times Co. Class A | Reduce -20.0% | 6.85% | −1.90 |
| GWRE Guidewire Software Inc. | Reduce -29.2% | 10.36% | −1.89 |
| BAC Bank of America Corp. | Reduce -7.7% | 5.86% | −1.20 |
| STZ Constellation Brands Inc. Class A | Reduce -2.3% | 8.06% | −1.08 |
| GTN Gray Media Inc. | Sold out | 0.00% | −0.58 |
Portfolio Buys Q2 2024 → Q3 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 |