StockDriftsStockDriftsTop 15 Darsana Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 2.68% | 2.50M | $595.9M | new | $219.64(+19.58%) | 2026-06-30 | |
| SATS | ECHOSTAR CORP | 2.28% | 5.00M | $507.5M | -28.57%(-2.00M) | $22.15(+317.59%) | 2026-06-30 | |
| SHC | SOTERA HEALTH CO | 2.15% | 27.00M | $479.3M | +3.85%(+1.00M) | $14.05(+34.48%) | 2026-06-30 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 2.1% | 3.80M | $468.1M | -4.90%(-196.00K) | $145.41(+20.75%) | 2026-06-30 | |
| HCA | HCA HEALTHCARE INC | 1.93% | 1.10M | $428.9M | +46.67%(+350.00K) | $350.33(+15.51%) | 2026-06-30 | |
| FWONK | LIBERTY MEDIA CORP DEL | 1.84% | 4.30M | $409.1M | +0.00%(+0) | $93.76(+10.82%) | 2026-06-30 | |
| NYT | NEW YORK TIMES CO MTN BE | 1.57% | 5.00M | $349.9M | -0.77%(-38.73K) | $39.46(+64.17%) | 2026-06-30 | |
| DKS | DICKS SPORTING GOODS INC | 1.53% | 1.50M | $340.2M | +9.09%(+125.00K) | $203.00(-0.51%) | 2026-06-30 | |
| WMG | WARNER MUSIC GROUP CORP | 1.45% | 11.94M | $323.3M | +0.79%(+93.20K) | $30.19(-15.04%) | 2026-06-30 | |
| WING | WINGSTOP INC | 1.17% | 1.50M | $260.1M | +20.00%(+250.00K) | $248.08(-49.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.03% | +90.81% | +6.61% | +37.71% |
| Top 20 Holdings Unweighted | +21.76% | +80.53% | +2.00% | +10.43% |
Darsana Capital Partners LP reports $22.27B in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (2.7%), SATS (2.3%) and SHC (2.1%). The top 20 holdings account for 22.16% of reported assets. Its disclosed equity book has returned +90.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Darsana Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1609098). View Darsana Capital Partners LP’s 13F filings on SEC