Darsana Capital Partners
Long Only- Manager
- Darsana Capital Partners
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $22.27B
- Positions
- 16
- CIK
- 0001609098
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Space Exploration Techn CorpSPCXHISTORY | 77.85% | NEW | $17.34B | 101,461,915 | +101,461,915 | 2.08% | 13F |
| 2 | Amazon Com IncAMZNHISTORY | 2.68% | NEW | $0.60B | 2,500,000 | +2,500,000 | 0.02% | 13F |
| 3 | Echostar CorpECHOHISTORY | 2.28% | (28.6%) | $0.51B | 5,000,000 | (2,000,000) | 4.50% | 13F13G (older) |
| 4 | Sotera Health CoSHCHISTORY | 2.15% | +3.8% | $0.48B | 27,000,000 | +1,000,000 | 8.80% | 13F13G (older) |
| 5 | Guidewire Software IncGWREHISTORY | 2.10% | (4.9%) | $0.47B | 3,804,000 | (196,000) | 4.64% | 13F |
| 6 | HCA Healthcare IncHCAHISTORY | 1.93% | +46.7% | $0.43B | 1,100,000 | +350,000 | — | 13F |
| 7 | Liberty Media Corp DelFWONKHISTORY | 1.84% | — | $0.41B | 4,300,000 | — | 1.28% | 13F |
| 8 | New York Times Co MTN BeNYTHISTORY | 1.57% | (0.8%) | $0.35B | 5,000,000 | (38,727) | 4.70% | 13F13G (older) |
| 9 | Dicks Sporting Goods IncDKSHISTORY | 1.53% | +9.1% | $0.34B | 1,500,000 | +125,000 | 1.69% | 13F |
| 10 | Warner Music Group CorpWMGHISTORY | 1.45% | +0.8% | $0.32B | 11,943,199 | +93,199 | 8.10% | 13F13G (older) |
| 11 | Wingstop IncWINGHISTORY | 1.17% | +20.0% | $0.26B | 1,500,000 | +250,000 | 5.50% | 13F13G (older) |
| 12 | Equifax IncEFXHISTORY | 1.07% | — | $0.24B | 1,500,000 | — | 1.28% | 13F |
| 13 | Schwab Charles CorpSCHWHISTORY | 0.93% | — | $0.21B | 2,250,000 | — | 0.13% | 13F |
| 14 | Meta Platforms IncMETAHISTORY | 0.76% | NEW | $0.17B | 300,000 | +300,000 | 0.01% | 13F |
| 15 | Vertiv Holdings CoVRTHISTORY | 0.37% | (75.5%) | $0.08B | 244,906 | (755,094) | 0.06% | 13F |
| 16 | Liberty Media Corp DelFWONAHISTORY | 0.33% | — | $0.07B | 850,000 | — | 0.25% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology