Darsana Capital Partners Lp
Basic Stats
Market Value
3.44B
Top 10 (%)
89.4%
Portfolio Size (Change from Prev.)
14 (-1)
Avg. Holding Period
7 years
Turnover
0.2%
Industry Breakdown
Services-general Medical & Surgical Hospitals, Nec
12.6%
Services-prepackaged Software
12.5%
Television Broadcasting Stations
10.6%
Newspapers: Publishing Or Publishing & Printing
9.0%
Aircraft Parts & Auxiliary Equipment, Nec
8.0%
Services-consumer Credit Reporting, Collection Agencies
7.1%
Services-misc Health & Allied Services, Nec
6.8%
Services-amusement & Recreation Services
6.4%
Communications Services, Nec
5.8%
Security Brokers, Dealers & Flotation Companies
5.1%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 HCA | Hca Healthcare Inc | 431.94M | 12.6% | 1.3M | 2.0% | 25.0K | 346.00 | 0.5% |
 GWRE | Guidewire Software Inc | 430.93M | 12.5% | 2.3M | — | — | 187.00 | 2.7% |
 SOMNIGROUP INTERNATIONAL INC | Somnigroup International Inc | 419.16M | 12.2% | 7.0M | — | — | 60.00 | — |
 FWONK | Liberty Media Corp Del | 314.13M | 9.1% | 3.5M | 526.6% | 2.9M | 90.00 | 1.4% |
 NYT | New York Times Co | 310.00M | 9.0% | 6.3M | 8.7% | 500.0K | 50.00 | 3.8% |
 TDG | Transdigm Group Inc | 276.66M | 8.0% | 200.0K | — | — | 1.38K | 0.3% |
 EFX | Equifax Inc | 243.56M | 7.1% | 1.0M | New Buy | 1.0M | 244.00 | 0.8% |
 SHC | Sotera Health Co | 233.32M | 6.8% | 20.0M | — | — | 12.00 | 7.1% |
 WMG | Warner Music Group Corp | 219.45M | 6.4% | 7.0M | 16.7% | 1.0M | 31.00 | 1.3% |
 SATS | Echostar Corp | 198.46M | 5.8% | 7.8M | 10.8% | 758.3K | 26.00 | 2.7% |
 SCHW | Schwab Charles Corp | 176.13M | 5.1% | 2.3M | 100.0% | 2.3M | 78.00 | 0.1% |
 AER | Aercap Holdings Nv | 102.17M | 3.0% | 1.0M | — | — | 102.00 | 0.6% |
 FWONA | Liberty Media Corp Del | 50.92M | 1.5% | 625.0K | 746.5% | 551.2K | 81.00 | 0.3% |
 HLT | Hilton Worldwide Hldgs Inc | 34.13M | 1.0% | 150.0K | -85.0% | -850.0K | 228.00 | 0.1% |
 GOOGL | Alphabet Inc | — | — | — | Sold Out | -1.5M | 166.00 | — |