Darsana Capital Partners LP
An institutional investment manager in New York, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1609098.
- Reported value$22.27bn
- Positions16
Holdings: 16 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$bn | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Space Exploration Techn CorpSPCX | CLASS A COM STK | 84615Q103 | 17.3 | 77.8% | 101,461,915 | New+101,461,915 | |
| Amazon Com IncAMZN | COM | 023135106 | 0.6 | 2.7% | 2,500,000 | New+2,500,000 | |
| Echostar CorpECHO | CL A | 278768106 | 0.5 | 2.3% | 5,000,000 | Reduced−2,000,000 | |
| Sotera Health CoSHC | COM | 83601L102 | 0.5 | 2.2% | 27,000,000 | Added+1,000,000 | |
| Guidewire Software IncGWRE | COM | 40171V100 | 0.5 | 2.1% | 3,804,000 | Reduced−196,000 | |
| HCA Healthcare IncHCA | COM | 40412C101 | 0.4 | 1.9% | 1,100,000 | Added+350,000 | |
| Liberty Media Corp DelFWONA | COM LBTY ONE S C | 531229755 | 0.4 | 1.8% | 4,300,000 | Unchanged | |
| New York Times Co MTN BeNYT | CL A | 650111107 | 0.3 | 1.6% | 5,000,000 | Reduced−38,727 | |
| Dicks Sporting Goods IncDKS | COM | 253393102 | 0.3 | 1.5% | 1,500,000 | Added+125,000 | |
| Warner Music Group CorpWMG | COM CL A | 934550203 | 0.3 | 1.5% | 11,943,199 | Added+93,199 | |
| Wingstop IncWING | COM | 974155103 | 0.3 | 1.2% | 1,500,000 | Added+250,000 | |
| Equifax IncEFX | COM | 294429105 | 0.2 | 1.1% | 1,500,000 | Unchanged | |
| Schwab Charles CorpSCHW | COM | 808513105 | 0.2 | 0.9% | 2,250,000 | Unchanged | |
| Meta Platforms IncMETA | CL A | 30303M102 | 0.2 | 0.8% | 300,000 | New+300,000 | |
| Vertiv Holdings CoVRT | COM CL A | 92537N108 | 0.1 | 0.4% | 244,906 | Reduced−755,094 | |
| Liberty Media Corp DelFWONA | COM LBTY ONE S A | 531229771 | 0.1 | 0.3% | 850,000 | Unchanged |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Somnigroup International IncSGI | COM | 88023U101 | 0.0 | 0.0% | 0 | Sold out−2,655,469 |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003746 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.