Darsana Capital Partners LP Diversified Active

Location: New York, NY

CIK: 0001609098 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $4.697B (100.0% shares, 0.0% debt)

Holdings (14)

SATS ECHOSTAR CORP 17.4%

Value $819M Shares 7,000,000 Est. Cost $22.01 Unrealized +428.6%

GWRE GUIDEWIRE SOFTWARE INC 12.7%

Value $598M Shares 4,000,000 Est. Cost $135.92 Unrealized +10.5%

NYT NEW YORK TIMES CO MTN BE 9.0%

Value $422M Shares 5,038,727 Est. Cost $38.52 Unrealized +87.6%

SHC SOTERA HEALTH CO 7.9%

Value $373M Shares 26,000,000 Est. Cost $14.27 Unrealized +26.5%

FWONK LIBERTY MEDIA CORP DEL 7.8%

Value $366M Shares 4,300,000 Est. Cost $92.29 Unrealized —

HCA HCA HEALTHCARE INC 7.6%

Value $355M Shares 750,000 Est. Cost $310.45 Unrealized +60.4%

WMG WARNER MUSIC GROUP CORP 6.4%

Value $303M Shares 11,850,000 Est. Cost $30.15 Unrealized -2.1%

DKS DICKS SPORTING GOODS INC 5.8%

Value $273M Shares 1,375,000 Est. Cost $211.26 Unrealized -1.6%

EFX EQUIFAX INC 5.8%

Value $270M Shares 1,500,000 Est. Cost $234.47 Unrealized -12.9%

VRT VERTIV HOLDINGS CO 5.3%

Value $251M Shares 1,000,000 Est. Cost $173.58 Unrealized +15.1%

SCHW SCHWAB CHARLES CORP 4.5%

Value $211M Shares 2,250,000 Est. Cost $77.67 Unrealized +28.9%

SGI SOMNIGROUP INTERNATIONAL INC 4.2%

Value $196M Shares 2,655,469 Est. Cost $48.22 Unrealized +90.7%

WING WINGSTOP INC 4.1%

Value $194M Shares 1,250,000 Est. Cost $288.86 Unrealized -8.4%

FWONA LIBERTY MEDIA CORP DEL 1.4%

Value $66.37M Shares 850,000 Est. Cost $83.37 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SATS	ECHOSTAR CORP	7,000,000	$819M	17.4%	$22.01	+428.6%	CL A	278768106
GWRE	GUIDEWIRE SOFTWARE INC	4,000,000	$598M	12.7%	$135.92	+10.5%	COM	40171V100
NYT	NEW YORK TIMES CO MTN BE	5,038,727	$422M	9.0%	$38.52	+87.6%	CL A	650111107
SHC	SOTERA HEALTH CO	26,000,000	$373M	7.9%	$14.27	+26.5%	COM	83601L102
FWONK	LIBERTY MEDIA CORP DEL	4,300,000	$366M	7.8%	$92.29	—	COM LBTY ONE S C	531229755
HCA	HCA HEALTHCARE INC	750,000	$355M	7.6%	$310.45	+60.4%	COM	40412C101
WMG	WARNER MUSIC GROUP CORP	11,850,000	$303M	6.4%	$30.15	-2.1%	COM CL A	934550203
DKS	DICKS SPORTING GOODS INC	1,375,000	$273M	5.8%	$211.26	-1.6%	COM	253393102
EFX	EQUIFAX INC	1,500,000	$270M	5.8%	$234.47	-12.9%	COM	294429105
VRT	VERTIV HOLDINGS CO	1,000,000	$251M	5.3%	$173.58	+15.1%	COM CL A	92537N108
SCHW	SCHWAB CHARLES CORP	2,250,000	$211M	4.5%	$77.67	+28.9%	COM	808513105
SGI	SOMNIGROUP INTERNATIONAL INC	2,655,469	$196M	4.2%	$48.22	+90.7%	COM	88023U101
WING	WINGSTOP INC	1,250,000	$194M	4.1%	$288.86	-8.4%	COM	974155103
FWONA	LIBERTY MEDIA CORP DEL	850,000	$66.37M	1.4%	$83.37	—	COM LBTY ONE S A	531229771