Darsana Capital Partners
Darsana Capital Partners
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
14
Market Value
$4.7B
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
1
S
$SATS
EchoStar Corporation
17.4%
% of Portfolio
Unchanged
2G
$GWRE
Guidewire Software, Inc.
12.7%
% of Portfolio
Increased 60.00%
3N
$NYT
The New York Times Company
9.0%
% of Portfolio
Decreased 34.21%
4S
$SHC
Sotera Health Company
7.9%
% of Portfolio
Unchanged
5F
$FWONK
Formula One Group
7.8%
% of Portfolio
Increased 19.44%
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| SATS | 17.4% | 15.2% | 13.5% | 7.1% |
| GWRE | 12.7% | 10.0% | 10.8% | 13.4% |
| NYT | 9.0% | 10.6% | 10.8% | 10.0% |
| SHC | 7.9% | 9.1% | 9.3% | 6.3% |
| FWONK | 7.8% | 7.1% | 7.4% | 7.5% |
| HCA | 7.6% | 9.3% | 10.0% | 10.9% |
| WMG | 6.4% | 4.9% | - | 6.2% |
| DKS | 5.8% | - | - | - |
| EFX | 5.8% | - | 6.0% | 7.4% |
| VRT | 5.3% | 4.8% | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
VRT+26.74%
SHC+7.81%
WMG+11.67%
DKS+13.38%
FWONK+6.27%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
GWRE-25.67%
HCA-17.98%
NYT-10.83%
EFX-14.01%
SCHW+0.56%
Sector Analysis
Financials4.5%
Healthcare15.5%
Technology12.7%
Industrials11.1%
Communication Services42.1%
Consumer Discretionary14.1%
Trading Summary
No stocks in this category
All Holdings
12512
S
$SATS
17.4%
G
$GWRE
12.7%
Increased 60.00%
3N
$NYT
9.0%
Decreased 34.21%
4S
$SHC
7.9%
F
$FWONK
7.8%
Increased 19.44%
6H
$HCA
7.6%
Decreased 25.00%
7W
$WMG
6.4%
Increased 48.12%
8D
$DKS
5.8%
Increased 175.00%
9E
$EFX
5.8%
Increased 50.00%
10V
$VRT
5.3%
Decreased 33.33%
11S
$SCHW
4.5%
S
$SGI
4.2%
Decreased 11.48%
13W
$WING
4.1%
Increased 25.00%
14F
$FWONA
1.4%
Increased 4.58%