Arkolith/Funds/Darsana Capital Partners LP

Darsana Capital Partners LP

CIK 1609098Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Darsana Capital Partners LP holds a focused book of 14 stocks worth $4.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed New York Times Co-A. Their largest long position is Echostar Corp-A at 17% of the equity book.

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Use Arkolith to show Darsana Capital Partners LP's latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
7
existing
Trimmed
4
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
86%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Communication Services
36%
Consumer Discretionary
21%
Information Technology
18%
Health Care
15%
Industrials
6%
Financials
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

14 positions
#SecurityValueShares% PortLast moveHistory
1Echostar Corp
CL A
$819.5M7.00M
17.4%
—Held
2Guidewire Software Inc
COM
$598.2M4.00M
12.7%
▲+60%
Added · +1.5M sh
3New York Times Co MTN Be
CL A
$421.9M5.04M
9.0%
▼−34%
Reduced · −2.6M sh
4Sotera Health Co
COM
$372.8M26.00M
7.9%
—Held
5Liberty Media Corp Del
COM LBTY ONE S C
$365.6M4.30M
7.8%
▲+19%
Added · +700K sh
6Hca Healthcare Inc
COM
$354.9M750.0K
7.6%
▼−25%
Reduced · −250K sh
7Warner Music Group Corp
COM CL A
$302.6M11.85M
6.4%
▲+48%
Added · +3.9M sh
8Dicks Sporting Goods Inc
COM
$272.6M1.38M
5.8%
▲+175%
Added · +875K sh
9Equifax Inc
COM
$270.1M1.50M
5.8%
▲+50%
Added · +500K sh
10Vertiv Holdings Co
COM CL A
$250.6M1.00M
5.3%
▼−33%
Reduced · −500K sh
11Schwab Charles Corp
COM
$211.5M2.25M
4.5%
—Held
12Somnigroup International Inc
COM
$196.3M2.66M
4.2%
▼−11%
Reduced · −345K sh
13Wingstop Inc
COM
$193.7M1.25M
4.1%
▲+25%
Added · +250K sh
14Liberty Media Corp Del
COM LBTY ONE S A
$66.4M850.0K
1.4%
▲+4.6%
Added · +37K sh
Showing all 14 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202614$4.7B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202616$5.0B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202514$4.2B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202514$3.5B13F-HR
Q1 2025Mar 31, 2025May 15, 202514$3.4B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202514$3.3B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202415$4.1B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202414$3.7B13F-HR
Q1 2024Mar 31, 2024May 15, 202413$3.1B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202411$2.8B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202310$2.0B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20239$1.6B13F-HR
Q1 2023Mar 31, 2023May 15, 202312$1.5B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202311$1.5B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202212$1.9B13F-HR
Q2 2022Jun 30, 2022Aug 15, 202212$1.9B13F-HR
Q1 2022Mar 31, 2022May 16, 202211$2.0B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202213$2.2B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202115$3.0B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202118$3.5B13F-HR
Q1 2021Mar 31, 2021May 17, 202118$3.6B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202114$3.5B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202012$2.0B13F-HR
Q2 2020Jun 30, 2020Aug 14, 202012$1.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.