2026 Q1 Portfolio Activity
In 2026 Q1, Darsana Capital Partners LP maintained a portfolio of 16 distinct positions. They heavily accumulated shares in DICKS SPORTING GOODS INC, increasing the position by 175.0%. Conversely, Darsana Capital Partners LP completely exited their position in TRANSDIGM GROUP INC.
Position History
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Total Positions
16
Quarter
2026 Q1
Top Holding
SATS (17.4%)
Top 10 Concentration
85.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Darsana Capital Partners LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SATS
ECHOSTAR CORP
|
Communication Services | 17.45% | 15.16% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
7,000,000 | $819,490,000 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GWRE
GUIDEWIRE SOFTW...
|
Technology | 12.74% | 10.02% |
#2
1
Prev: #3
|
8.5 |
—
|
1,500,000 | 60.0% |
P
S
|
4,000,000 | $598,240,000 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NYT
NEW YORK TIMES ...
|
Communication Services | 8.98% | 10.60% |
#3
1
Prev: #2
|
4.6 |
—
|
-2,620,173 | -34.2% |
P
S
|
5,038,727 | $421,892,612 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SHC
SOTERA HEALTH C...
|
Healthcare | 7.94% | 9.14% |
#4
1
Prev: #5
|
4.7 |
—
|
no change | no change |
P
S
|
26,000,000 | $372,840,000 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 7.78% | 7.07% |
#5
1
Prev: #6
|
5.6 |
—
|
700,000 | 19.4% |
P
S
|
4,300,000 | $365,586,000 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HCA
HCA HEALTHCARE ...
|
Healthcare | 7.56% | 9.30% |
#6
2
Prev: #4
|
3.0 |
—
|
-250,000 | -25.0% |
P
S
|
750,000 | $354,930,000 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMG
WARNER MUSIC GR...
|
Communication Services | 6.44% | 4.89% |
#7
2
Prev: #9
|
5.1 |
—
|
3,850,000 | 48.1% |
P
S
|
11,850,000 | $302,649,000 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DKS
DICKS SPORTING ...
|
Consumer Cyclical | 5.81% | 1.97% |
#8
6
Prev: #14
|
5.3 |
—
|
875,000 | 175.0% |
P
S
|
1,375,000 | $272,648,750 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EFX
EQUIFAX INC
|
Industrials | 5.75% | 4.32% |
#9
4
Prev: #13
|
5.3 |
—
|
500,000 | 50.0% |
P
S
|
1,500,000 | $270,105,000 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 5.34% | 4.84% |
#10
Prev: #10
|
2.1 |
—
|
-500,000 | -33.3% |
P
S
|
1,000,000 | $250,580,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 4.50% | 4.48% |
#11
1
Prev: #12
|
2.8 |
—
|
no change | no change |
P
S
|
2,250,000 | $211,455,000 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SGI
SOMNIGROUP INTE...
|
Consumer Cyclical | 4.18% | 5.34% |
#12
5
Prev: #7
|
2.2 |
—
|
-344,531 | -11.5% |
P
S
|
2,655,469 | $196,292,268 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WING
WINGSTOP INC
|
Consumer Cyclical | 4.12% | 4.75% |
#13
2
Prev: #11
|
4.1 |
—
|
250,000 | 25.0% |
P
S
|
1,250,000 | $193,712,500 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FWONA
LIBERTY MEDIA C...
|
Communication Services | 1.41% | 1.45% |
#14
1
Prev: #15
|
1.1 |
—
|
37,250 | 4.6% |
P
S
|
850,000 | $66,368,000 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AER
AERCAP HOLDINGS...
|
Industrials | 0.00% | 1.36% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-475,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 0.00% | 5.30% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-200,000 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-16 of 16 holdings