Darsana Capital Partners LP reported 14 equity positions with a combined reported value of $4.70B in its Q1 2026 Form 13F filing. The ten largest of those positions account for 85.8%of the filing’s reported value.
| # | Security | CUSIP | Class | Reported value | Shares | Weight |
|---|---|---|---|---|---|---|
| 1 | ECHOSTAR CORP | 278768106 | CL A | $819.5M | 7.00M | 17.45% |
| 2 | GUIDEWIRE SOFTWARE INC | 40171V100 | COM | $598.2M | 4.00M | 12.74% |
| 3 | NEW YORK TIMES CO MTN BE | 650111107 | CL A | $421.9M | 5.04M | 8.98% |
| 4 | SOTERA HEALTH CO | 83601L102 | COM | $372.8M | 26.00M | 7.94% |
| 5 | LIBERTY MEDIA CORP DEL | 531229755 | COM LBTY ONE S C | $365.6M | 4.30M | 7.78% |
| 6 | HCA HEALTHCARE INC | 40412C101 | COM | $354.9M | 750K | 7.56% |
| 7 | WARNER MUSIC GROUP CORP | 934550203 | COM CL A | $302.6M | 11.85M | 6.44% |
| 8 | DICKS SPORTING GOODS INC | 253393102 | COM | $272.6M | 1.38M | 5.80% |
| 9 | EQUIFAX INC | 294429105 | COM | $270.1M | 1.50M | 5.75% |
| 10 | VERTIV HOLDINGS CO | 92537N108 | COM CL A | $250.6M | 1.00M | 5.34% |
The full 14-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.
Open Fund TrackerRock Group holds Darsana Capital Partners LP’s 13F filings for Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.
Browse all 13F filers on file, or read the Fund Tracker documentation for what Form 13F does and does not disclose.