Darsana Capital Partners LP
Annual return '25
+22.1%
SPY '25
+17.7%
Alpha
+4.4ptsvs SPY
Invested
$4.7B
Holdings
14
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SATS
ECHOSTAR CORP
Q4 2025: Exited (was 7.50M shares)
17.4%
02
$GWRE
GUIDEWIRE SOFTWARE INC
Q4 2025: Exited (was 2.00M shares)
12.7%
03
$NYT
NEW YORK TIMES CO MTN BE
Q4 2025: Exited (was 8.00M shares)
9.0%
04
$SHC
SOTERA HEALTH CO
Q4 2025: Exited (was 25.00M shares)
7.9%
05
$FWONK
LIBERTY MEDIA CORP DEL
Q4 2025: Exited (was 2.99M shares)
7.8%
06
$HCA
HCA HEALTHCARE INC
Q4 2025: Exited (was 1.00M shares)
7.6%
07
$WMG
WARNER MUSIC GROUP CORP
Q4 2025: Exited (was 6.25M shares)
6.4%
08
$DKS
DICKS SPORTING GOODS INC
Held since at least Q1 2024
5.8%
09
$EFX
EQUIFAX INC
Q4 2025: Exited (was 1.00M shares)
5.8%
10
$VRT
VERTIV HOLDINGS CO
Held since at least Q1 2024
5.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:24 UTC.