Darsana Capital Partners LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
16
Total value ($000)
$22,269,061
Net value change ($000)
+17,572,272 (374.1%)
New positions
3
Sold out positions
1
Turnover %
82.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPACE EXPLORATION TECHN CORP 17,335,783 NEW
AMZN 595,850 NEW
META 168,987 NEW
SHC 106,410 28.5%
HCA 73,949 20.8%
DKS 67,566 24.8%
WING 66,402 34.3%
FWONA 43,516 11.9%
WMG 20,653 6.8%
FWONA 8,041 12.1%
Top Reduces (Value $000, Stocks/ETFs)
SATS -311,990 -38.1%
SGI -196,292 -100.0%
VRT -168,581 -67.3%
GWRE -130,158 -21.8%
NYT -71,993 -17.1%
EFX -32,025 -11.9%
SCHW -3,847 -1.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type