Darsana Capital Partners LP FWONA β€” LIBERTY MEDIA CORP DEL

Ownership history in Darsana Capital Partners LP  Β·  6 quarters on record

AI Ownership Summary

Darsana Capital Partners LP reported LIBERTY MEDIA CORP DEL (FWONA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.69% in 2025 Q2. The latest visible filing shows FWONA at 1.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FWONA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Darsana Capital Partners LP's position in LIBERTY MEDIA CORP DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FWONA was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Darsana Capital Partners LP held FWONA β€” position size vs. price
% of Fund (quarterly)    FWONA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 850,000 +37,250 +4.6% 1.41% $66.4M 2026-05-15 $82.07
2025 Q4 ADDED β€” β€” β€” 812,750 +176,780 +27.8% 1.45% $72.6M 2026-02-17 $79.63
2025 Q3 ADDED β€” β€” β€” 635,970 +10,970 +1.8% 1.43% $60.6M 2025-11-14 $90.12
2025 Q2 UNCHANGED β€” β€” β€” 625,000 β€” 0% 1.69% $59.4M 2025-08-14 $88.40
2025 Q1 ADDED β€” β€” β€” 625,000 +551,164 +746.5% 1.48% $50.9M 2025-05-15 $88.73
2024 Q4 INITIATED β€” β€” β€” 73,836 β€” β€” 0.19% $6.2M 2025-02-14 $92.15

FAQ About Darsana Capital Partners LP and FWONA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Darsana Capital Partners LP reported owning FWONA?

Darsana Capital Partners LP reported FWONA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FWONA position in Darsana Capital Partners LP's portfolio?

The largest reported portfolio weight for FWONA was 1.69% in 2025 Q2.

What is the latest reported FWONA position on this page?

The most recent filing on this page is 2026 Q1, when Darsana Capital Partners LP reported 850,000 shares, equal to 1.41% of portfolio, with an estimated market value of $66.4M.

What does the chart on this FWONA ownership page compare?

The chart compares Darsana Capital Partners LP's quarterly FWONA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Darsana Capital Partners LP time their FWONA position?

Based on 13F filing dates vs. subsequent FWONA price moves, Darsana Capital Partners LP correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on FWONA relative to SPY over the holding period was -22.8%.

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