Data as of Q4 2025 (Dec 31, 2025)

Darsana Capital Partners LP

•CIK: 1609098•Filing: Q4 2025

Darsana Capital Partners LP, led by the seasoned investor team of Ajay Rajadhyaksha and his partners, currently manages $5.0 billion in assets with a focus on value-oriented investments in undervalued financials and consumer sectors. Recently, the fund has increased its stake in ServiceMaster (SATS) by 33% and W.W. Grainger (WING) by 26%, while reducing positions in Beyond Meat (BEN) by 22% and TPG Pace Beneficial Finance (TPD) by 21%, reflecting a strategic shift towards more stable

Total AUM
$5.0B
QoQ Performance
+18.2%
Positions
15
Top 10 Concentration
81.7%
Latest Filing
Q4 2025

Top Holdings Allocation

SATS
NYT
GWRE
HCA
SHC
FWONK
TPD
T7D
SATS15.2%
NYT10.6%
GWRE10.0%
HCA9.3%
SHC9.1%
FWONK7.1%
TPD5.3%
T7D5.3%

📈 Biggest Buys

VRT
VERTIV HOLDINGS CO
NEW
4.8% of portfolio
GWRE
GUIDEWIRE SOFTWARE INC
+25.0%
10.0% of portfolio
DKS
DICKS SPORTING GOODS INC
NEW
2.0% of portfolio
FWONK
LIBERTY MEDIA CORP DEL
+20.4%
7.1% of portfolio
WING
WINGSTOP INC
+33.3%
4.8% of portfolio

📉 Biggest Sells

TPD
SOMNIGROUP INTERNATIONAL INC
-25.0%
5.3% of portfolio
SATS
ECHOSTAR CORP
-6.7%
15.2% of portfolio
AER
AERCAP HOLDINGS NV
-34.5%
1.4% of portfolio
NYT
NEW YORK TIMES CO
-4.3%
10.6% of portfolio

Sector Breakdown

Other87.0%
Communication8.5%
Financial4.5%

Changes from Q3 2025

NEW2 new positions
↑6 increased
↓4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SATS15.2%
ECHOSTAR CORP
$760.9M
NYT10.6%
NEW YORK TIMES CO
$531.7M
GWRE10.0%
GUIDEWIRE SOFTWARE INC
$502.5M
HCA9.3%
HCA HEALTHCARE INC
$466.9M
SHC9.1%
SOTERA HEALTH CO
$458.6M

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