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Darsana Capital Partners LP
Darsana Capital Partners LP is an investment adviser and hedge fund headquartered in New York, NY. Founded in 2014, Darsana is owned by its general partner, Darsana Capital Partners GP LLC, and serves institutional investors with a focus on long-term fundamental equity investing. The firm is relatively small, with around 22 employees, and operates out of its office on 57th Street in Manhattan.
Investment Strategy
Darsana Capital Partners LP employs a value-oriented, long-term strategy focused on deep fundamental research and concentrated positions in public equities. The firm invests in companies where it believes there is significant upside based on business model strength, industry dynamics, and management quality, often taking a constructive approach to shareholder engagement. Their portfolio is comprised primarily of high-conviction investments aiming for asymmetric risk/reward profiles, relying on intensive analysis and an active investment process.
Latest 13F Filing Activity
Darsana Capital Partners LP filed their most recent 13F report on Jun 30, 2025 disclosing 13 equity positions with a total 13F market value of $4B. The fund increased holdings in Hilton Worldwide HLDGS Inc., Echostar Corp., Guidewire Software Inc. among other positions. Darsana Capital Partners LP reduced exposure to Liberty Media Corp. Del, Hca Healthcare Inc., Aercap Holdings NV among others.
Top Holdings
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GWRE | GUIDEWIRE SOFTWARE INC | 13.45% | $470.9M | 2,000,000 | $114.21 | $235.45 | +$40.0M |
H HCA | HCA HEALTHCARE INC | 10.94% | $383.1M | 1,000,000 | $323.82 | $383.10 | -$48.8M |
N NYT | NEW YORK TIMES CO | 9.99% | $349.9M | 6,250,000 | $35.28 | $55.98 | +$39.9M |
T TDG | TRANSDIGM GROUP INC | 7.60% | $266.1M | 175,000 | $1255.27 | $1520.64 | -$10.5M |
| LIBERTY MEDIA CORP DEL | 7.46% | $261.3M | 2,500,000 | $90.43 | $104.50 | -$52.9M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | New York, NY , United States | |
J Joshua Astrof | Partner | New York, NY , United States | |
A Arvind Bhaskar | Partner | New York, NY , United States | |
 | Partner | New York, NY , United States | |
S Scott Y. | Partner | New York, NY , United States | |
S Steve F. | Partner | New York, NY , United States |
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