StockDriftsStockDriftsTop 14 Darsana Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SATS | ECHOSTAR CORP | 17.45% | 7.00M | $819.5M | +0.00%(+0) | $22.15(+358.17%) | 2026-03-31 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 12.74% | 4.00M | $598.2M | +60.00%(+1.50M) | $145.41(-7.52%) | 2026-03-31 | |
| NYT | NEW YORK TIMES CO MTN BE | 8.98% | 5.04M | $421.9M | -34.21%(-2.62M) | $39.46(+87.13%) | 2026-03-31 | |
| SHC | SOTERA HEALTH CO | 7.94% | 26.00M | $372.8M | +0.00%(+0) | $13.99(+28.15%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 7.78% | 4.30M | $365.6M | +19.44%(+700.00K) | $93.76(+5.06%) | 2026-03-31 | |
| HCA | HCA HEALTHCARE INC | 7.56% | 750.0K | $354.9M | -25.00%(-250.00K) | $313.69(+30.86%) | 2026-03-31 | |
| WMG | WARNER MUSIC GROUP CORP | 6.44% | 11.85M | $302.6M | +48.12%(+3.85M) | $30.23(-6.44%) | 2026-03-31 | |
| DKS | DICKS SPORTING GOODS INC | 5.81% | 1.38M | $272.6M | +175.00%(+875.00K) | $202.48(+16.64%) | 2026-03-31 | |
| EFX | EQUIFAX INC | 5.75% | 1.50M | $270.1M | +50.00%(+500.00K) | $232.31(-25.93%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 5.34% | 1.00M | $250.6M | -33.33%(-500.00K) | $156.43(+92.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.62% | +117.78% |
| Top 20 Holdings Unweighted | +24.91% | +94.87% |
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