Darsana Capital Partners LP
Net buyer this quarter
$22.3B
16
+$17.6B
95.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $17.3B | 77.85% | Not reported | New | Q2 2026 |
 AMZN | $596M | 2.68% | 0.02% | Not reported | Q2 2021 |
 ECHO | $508M | 2.28% | 10.49% | -28.6% | Q2 2024 |
 SHC | $479M | 2.15% | 9.47% | +3.9% | Q2 2024 |
 GWRE | $468M | 2.10% | 4.57% | -4.9% | Q2 2020 |
 HCA | $429M | 1.93% | 0.50% | +46.7% | Q1 2024 |
 FWONK | $409M | 1.84% | Not reported | Not reported | Q4 2024 |
 NYT | $350M | 1.57% | Not reported | -0.8% | Q2 2017 |
 DKS | $340M | 1.53% | 1.60% | +9.1% | Q4 2025 |
 WMG | $323M | 1.45% | 1117230.96% | +0.8% | Q2 2020 |
 WING | $260M | 1.17% | 5.51% | +20.0% | Q3 2025 |
 EFX | $238M | 1.07% | 1.28% | Not reported | Q1 2025 |
 SCHW | $208M | 0.93% | 0.13% | Not reported | Q1 2024 |
 META | $169M | 0.76% | Not reported | Not reported | Q1 2016 |
 VRT | $82M | 0.37% | 0.06% | -75.5% | Q4 2025 |
| FWONA | $74.4M | 0.33% | Not reported | Not reported | Q4 2024 |
| Q1 2026 | |||||
| ECHO | $819M | 17.45% | 14.68% | Not reported | Q2 2024 |
| GWRE | $598M | 12.74% | 4.72% | +60.0% | Q2 2020 |
| NYT | $422M | 8.98% | Not reported | -34.2% | Q2 2017 |
| SHC | $373M | 7.94% | 9.14% | Not reported | Q2 2024 |
| FWONK | $366M | 7.78% | Not reported | +19.4% | Q4 2024 |
| HCA | $355M | 7.56% | 0.34% | -25.0% | Q1 2024 |
| WMG | $303M | 6.44% | 1108512.63% | +48.1% | Q2 2020 |
| DKS | $273M | 5.81% | 1.47% | +175.0% | Q4 2025 |
| EFX | $270M | 5.75% | 1.26% | +50.0% | Q1 2025 |
| VRT | $251M | 5.34% | 0.26% | -33.3% | Q4 2025 |
| SCHW | $211M | 4.50% | 0.13% | Not reported | Q1 2024 |
 SGI | $196M | 4.18% | 1.26% | -11.5% | Q4 2023 |
| WING | $194M | 4.12% | 4.59% | +25.0% | Q3 2025 |
| FWONA | $66.4M | 1.41% | Not reported | +4.6% | Q4 2024 |
| Q4 2025 | |||||
| ECHO | $761M | 15.16% | 14.68% | -6.7% | Q2 2024 |
| NYT | $532M | 10.60% | Not reported | -4.3% | Q2 2017 |
| GWRE | $503M | 10.02% | 2.94% | +25.0% | Q2 2020 |
| HCA | $467M | 9.30% | 0.45% | Not reported | Q1 2024 |
| SHC | $459M | 9.14% | 9.15% | +4.0% | Q2 2024 |
| FWONK | $355M | 7.07% | Not reported | +20.4% | Q4 2024 |
| SGI | $268M | 5.34% | 1.43% | -25.0% | Q4 2023 |
 TDG | $266M | 5.30% | 0.36% | Not reported | Q2 2017 |
| WMG | $245M | 4.89% | 748362.96% | +28.0% | Q2 2020 |
| VRT | $243M | 4.84% | 0.39% | New | Q4 2025 |
| WING | $238M | 4.75% | 3.63% | +33.3% | Q3 2025 |
| SCHW | $225M | 4.48% | 0.13% | Not reported | Q1 2024 |
| EFX | $217M | 4.32% | 0.83% | Not reported | Q1 2025 |
| DKS | $99M | 1.97% | 0.53% | New | Q4 2025 |
| FWONA | $72.6M | 1.45% | Not reported | +27.8% | Q4 2024 |
 AER | $68.3M | 1.36% | 0.28% | -34.5% | Q3 2024 |
| Q3 2025 | |||||
| ECHO | $573M | 13.49% | 15.73% | -16.3% | Q2 2024 |
| GWRE | $460M | 10.83% | 2.37% | Not reported | Q2 2020 |
| NYT | $459M | 10.82% | Not reported | +28.0% | Q2 2017 |
| HCA | $426M | 10.04% | 0.44% | Not reported | Q1 2024 |
| SHC | $393M | 9.26% | 8.80% | +24.9% | Q2 2024 |
| SGI | $337M | 7.95% | 1.91% | -20.0% | Q4 2023 |
| FWONK | $312M | 7.36% | Not reported | +19.6% | Q4 2024 |
| TDG | $264M | 6.21% | 0.35% | +14.3% | Q2 2017 |
| EFX | $257M | 6.04% | 0.82% | Not reported | Q1 2025 |
| SCHW | $215M | 5.06% | 0.12% | Not reported | Q1 2024 |
| WMG | $213M | 5.01% | 584658.56% | -21.9% | Q2 2020 |
| WING | $189M | 4.45% | 2.70% | New | Q3 2025 |
| AER | $87.7M | 2.07% | 0.41% | Not reported | Q3 2024 |
| FWONA | $60.6M | 1.43% | Not reported | +1.8% | Q4 2024 |