Chris Ferrante

Darsana Capital Partners Lp

Assets Managed

$4.697B

Holdings

Last Quarter

2026 - Q1

Filed Date

2d ago

Growth Rate

-6.39%(2Q avg: 5.9%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Darsana Capital Partners Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Darsana Capital Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.697B in assets, with a quarterly growth rate of -6.39% and a 2-quarter average growth rate of 5.9%. The portfolio is managed by Chris Ferrante, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SATS Echostar Corp-a Recent Activity	17.45%	$819.49M 7M shares@ $117.07 avg price
GWRE Guidewire Software Inc Recent Activity Increased 60%	12.74%	$598.24M 4M shares@ $149.56 avg price	Increased 60%
NYT New York Times Co-a Recent Activity Decreased -34.21%	8.99%	$421.893M 5.039M shares@ $83.74 avg price	Decreased -34.21%
SHC Sotera Health Co Recent Activity	7.94%	$372.84M 26M shares@ $14.34 avg price
FWONK Liberty Media Corp-lib-new-c Recent Activity Increased 19.45%	7.79%	$365.586M 4.3M shares@ $85.02 avg price	Increased 19.45%
HCA Hca Healthcare Inc Recent Activity Decreased -25%	7.56%	$354.93M 750,000 shares@ $473.24 avg price	Decreased -25%
WMG Warner Music Group Corp-cl A Recent Activity Increased 48.13%	6.45%	$302.649M 11.85M shares@ $25.54 avg price	Increased 48.13%
DKS Dick's Sporting Goods Inc Recent Activity Increased 175%	5.81%	$272.649M 1.375M shares@ $198.29 avg price	Increased 175%
EFX Equifax Inc Recent Activity Increased 50%	5.76%	$270.105M 1.5M shares@ $180.07 avg price	Increased 50%
VRT Vertiv Holdings Co-a Recent Activity Decreased -33.33%	5.34%	$250.58M 1M shares@ $250.58 avg price	Decreased -33.33%

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