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Darsana Capital Partners LP - Portfolio Stock Holdings

Darsana Capital Partners LP disclosed 16 stock positions in a recent SEC 13F filing. $4,685,309,130 of stock holdings were filed, with the largest holdings including SATS, GWRE, and NYT. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $16,667,644,521 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

16

Est. Stock Holding Value:

$4,685,309,130

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Darsana Capital Partners LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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