# Darsana Capital Partners LP: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 1609098.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $22.27bn
- Positions: 16 (16 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1609098/000117266126003746/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $17.34bn | 77.8% | 101,461,915 |  | New +101,461,915 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $595.9m | 2.7% | 2,500,000 |  | New +2,500,000 |
| [ECHOSTAR CORP (ECHO)](/companies/echo.md) | CL A | $507.5m | 2.3% | 5,000,000 |  | Reduced −2,000,000 |
| [SOTERA HEALTH CO (SHC)](/companies/shc.md) | COM | $479.3m | 2.2% | 27,000,000 |  | Added +1,000,000 |
| [GUIDEWIRE SOFTWARE INC (GWRE)](/companies/gwre.md) | COM | $468.1m | 2.1% | 3,804,000 |  | Reduced −196,000 |
| [HCA HEALTHCARE INC (HCA)](/companies/hca.md) | COM | $428.9m | 1.9% | 1,100,000 |  | Added +350,000 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S C | $409.1m | 1.8% | 4,300,000 |  | Unchanged |
| [NEW YORK TIMES CO MTN BE (NYT)](/companies/nyt.md) | CL A | $349.9m | 1.6% | 5,000,000 |  | Reduced −38,727 |
| [DICKS SPORTING GOODS INC (DKS)](/companies/dks.md) | COM | $340.2m | 1.5% | 1,500,000 |  | Added +125,000 |
| [WARNER MUSIC GROUP CORP (WMG)](/companies/wmg.md) | COM CL A | $323.3m | 1.5% | 11,943,199 |  | Added +93,199 |
| [WINGSTOP INC (WING)](/companies/wing.md) | COM | $260.1m | 1.2% | 1,500,000 |  | Added +250,000 |
| [EQUIFAX INC (EFX)](/companies/efx.md) | COM | $238.1m | 1.1% | 1,500,000 |  | Unchanged |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $207.6m | 0.9% | 2,250,000 |  | Unchanged |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $169.0m | 0.8% | 300,000 |  | New +300,000 |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $82.0m | 0.4% | 244,906 |  | Reduced −755,094 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S A | $74.4m | 0.3% | 850,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SOMNIGROUP INTERNATIONAL INC (SGI)](/companies/sgi.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,655,469 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003746. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.