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.
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 |
F FWONK | LIBERTY MEDIA CORP DEL | 7.46% | $261.3M | 2,500,000 | $90.43 | $104.50 | -$52.9M |