Darsana Capital Partners LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Darsana Capital Partners LP reported 14 stock positions worth $3.3 billion. Its top holding was Somnigroup International (SGI) at 12.1% of the portfolio, followed by Guidewire Software (GWRE, 11.8%) and HCA Healthcare (HCA, 11.2%). Compared with Q3 2024, it opened 2 new positions, sold out of 3, added to 5 and reduced 3. The biggest buy was Warner Music Class A (WMG, shares +7206%) and the biggest sale an exit from Comcast Class A (CMCSA).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001609098
- Portfolio Value
- $3.3B (Q4 2024)
- SEC Filing
- 0001172661-25-001213 ↗ filed Feb 14, 2025
Holdings Value
Holdings 14 stocks · $3.3B
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 12.08% | 7,000,000 | $396.8M | No change |
| GWRE Guidewire Software Inc. | 11.80% | 2,300,000 | $387.7M | No change |
| HCA HCA Healthcare Inc. | 11.19% | 1,225,000 | $367.7M | Add +6.5% |
| NYT New York Times Co. Class A | 9.11% | 5,750,000 | $299.3M | Add +15.0% |
| GOOGL Alphabet Inc. Class A | 8.64% | 1,500,000 | $283.9M | Reduce -25.0% |
| STZ Constellation Brands Inc. Class A | 8.41% | 1,250,000 | $276.3M | Reduce -1.6% |
| SHC Sotera Health Co. | 8.33% | 20,010,000 | $273.7M | No change |
| TDG Transdigm Group Inc. | 7.71% | 200,000 | $253.5M | Add +21.2% |
| HLT Hilton Worldwide Holdings Inc. | 7.52% | 1,000,000 | $247.2M | Reduce -33.3% |
| WMG Warner Music Group Corp. Class A | 5.66% | 6,000,000 | $186.0M | Add +7206.3% |
| ECHO Echostar Corp. Class A | 4.88% | 7,000,000 | $160.3M | Add +133.3% |
| AER Aercap Holdings NV | 2.91% | 1,000,000 | $95.7M | No change |
| FWONK Liberty Media Corp. Class C | 1.57% | 557,000 | $51.6M | New |
| FWONA Liberty Media Corp. Class A | 0.19% | 73,836 | $6.2M | New |
Portfolio Sells Q3 2024 → Q4 2024
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −8.23 |
| BAC Bank of America Corp. | Sold out | 0.00% | −5.86 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −4.79 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -33.3% | 7.52% | −0.99 |
| STZ Constellation Brands Inc. Class A | Reduce -1.6% | 8.41% | +0.34 |
| GOOGL Alphabet Inc. Class A | Reduce -25.0% | 8.64% | +0.47 |
Portfolio Buys Q3 2024 → Q4 2024
| WMG Warner Music Group Corp. Class A | Add +7206.3% | 5.66% | +5.60 |
| ECHO Echostar Corp. Class A | Add +133.3% | 4.88% | +3.05 |
| NYT New York Times Co. Class A | Add +15.0% | 9.11% | +2.26 |
| TDG Transdigm Group Inc. | Add +21.2% | 7.71% | +1.92 |
| FWONK Liberty Media Corp. Class C | New | 1.57% | +1.57 |
| FWONA Liberty Media Corp. Class A | New | 0.19% | +0.19 |
| HCA HCA Healthcare Inc. | Add +6.5% | 11.19% | −0.32 |
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 |