2026 Q2 Portfolio Activity
In 2026 Q2, Darsana Capital Partners LP maintained a portfolio of 17 distinct positions. The most significant new addition was SPACE EXPLORATION TECHN CORP, now representing 77.85% of the total fund value. They heavily accumulated shares in WINGSTOP INC, increasing the position by 20.0%. The fund also reduced its exposure to ECHOSTAR CORP by 28.6%.
Position History
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Total Positions
17
Quarter
2026 Q2
Top Holding
N/A (77.8%)
Top 10 Concentration
95.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-17 of 17
Darsana Capital Partners LP Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 77.85% | — |
#1
Prev: #—
|
9.5 |
—
|
101,461,915 | — |
NEW
|
101,461,915 | $17,335,782,797 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.68% | — |
#2
Prev: #—
|
6.1 |
—
|
2,500,000 | — |
NEW
|
2,500,000 | $595,850,000 |
$237.54
+7.3%
|
2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SATS
ECHOSTAR CORP
|
Communication Services | 2.28% | 17.45% |
#3
2
Prev: #1
|
1.9 |
—
|
-2,000,000 | -28.6% |
P
S
|
5,000,000 | $507,500,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHC
SOTERA HEALTH C...
|
Healthcare | 2.15% | 7.94% |
#4
Prev: #4
|
1.9 |
—
|
1,000,000 | 3.8% |
P
S
|
27,000,000 | $479,250,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GWRE
GUIDEWIRE SOFTW...
|
Technology | 2.10% | 12.74% |
#5
3
Prev: #2
|
1.8 |
—
|
-196,000 | -4.9% |
P
S
|
3,804,000 | $468,082,200 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HCA
HCA HEALTHCARE ...
|
Healthcare | 1.93% | 7.56% |
#6
Prev: #6
|
3.3 |
—
|
350,000 | 46.7% |
P
S
|
1,100,000 | $428,879,000 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 1.84% | 7.78% |
#7
2
Prev: #5
|
1.7 |
—
|
no change | no change |
P
S
|
4,300,000 | $409,102,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NYT
NEW YORK TIMES ...
|
Communication Services | 1.57% | 8.98% |
#8
5
Prev: #3
|
1.1 |
—
|
-38,727 | -0.8% |
P
S
|
5,000,000 | $349,900,000 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DKS
DICKS SPORTING ...
|
Consumer Cyclical | 1.53% | 5.81% |
#9
1
Prev: #8
|
2.6 |
—
|
125,000 | 9.1% |
P
S
|
1,500,000 | $340,215,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMG
WARNER MUSIC GR...
|
Communication Services | 1.45% | 6.44% |
#10
3
Prev: #7
|
1.1 |
—
|
93,199 | 0.8% |
P
S
|
11,943,199 | $323,302,397 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WING
WINGSTOP INC
|
Consumer Cyclical | 1.17% | 4.12% |
#11
2
Prev: #13
|
3.0 |
—
|
250,000 | 20.0% |
P
S
|
1,500,000 | $260,115,000 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EFX
EQUIFAX INC
|
Industrials | 1.07% | 5.75% |
#12
3
Prev: #9
|
1.4 |
—
|
no change | no change |
P
S
|
1,500,000 | $238,080,000 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.93% | 4.50% |
#13
2
Prev: #11
|
1.4 |
—
|
no change | no change |
P
S
|
2,250,000 | $207,607,500 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.76% | — |
#14
Prev: #—
|
3.8 |
—
|
300,000 | — |
NEW
|
300,000 | $168,987,000 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.37% | 5.34% |
#15
5
Prev: #10
|
0.1 |
—
|
-755,094 | -75.5% |
P
S
|
244,906 | $81,999,427 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FWONA
LIBERTY MEDIA C...
|
Communication Services | 0.33% | 1.41% |
#16
2
Prev: #14
|
1.1 |
—
|
no change | no change |
P
S
|
850,000 | $74,409,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SGI
SOMNIGROUP INTE...
|
Consumer Cyclical | 0.00% | 4.18% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-2,655,469 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-17 of 17 holdings