SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Darsana Capital Partners LP

CIK 0001609098 · 40 WEST 57TH STREET, 22ND FLOOR, NEW YORK, NY, 10019 · 212-589-5300

Reported Value
$3.3B
Q4 2024
Positions
14
Filings on Record
30
2019–present window
Filed
Feb 14, 2025
original filing

Summary

Darsana Capital Partners Lp reported $3.3B in U.S.-listed holdings across 14 positions for Q4 2024.

Its largest position, TPD, represents 12.1% of the portfolio.

Compared with Q3 2024, the fund opened 2 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.4BQ4 ’18Q1 ’19: $2.7BQ2 ’19: $3.1BQ3 ’19: $2.7BQ4 ’19: $2.9BQ4 ’19Q1 ’20: $2.1BQ2 ’20: $1.7BQ3 ’20: $2.0BQ4 ’20: $3.5BQ4 ’20Q1 ’21: $3.6BQ2 ’21: $3.5BQ3 ’21: $3.0BQ4 ’21: $2.2BQ4 ’21Q1 ’22: $2.0BQ2 ’22: $1.9BQ3 ’22: $1.9BQ4 ’22: $1.50TQ4 ’22Q1 ’23: $1.5BQ2 ’23: $1.6BQ3 ’23: $2.0BQ4 ’23: $2.8BQ4 ’23Q1 ’24: $3.1BQ2 ’24: $3.7BQ3 ’24: $4.1BQ4 ’24: $3.3BQ4 ’24Q1 ’25: $3.4BQ2 ’25: $3.5BQ3 ’25: $4.2BQ4 ’25: $5.0BQ4 ’25Q1 ’26: $4.7Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 95.3%Other: 2.9%Tracking Stk: 1.8%
  • Common Stock · 95.3% · $3.1B
  • Other · 2.9% · $96M
  • Tracking Stk · 1.8% · $58M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$4.7B14May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$5.0B16Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$4.2B14Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.5B14Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.4B14May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.3B14Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$4.1B15Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$3.7B14Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.1B13May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.8B11Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.0B10Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.6B9Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.5B12May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.50T11Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.9B12Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.9B12Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.0B11May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.2B13Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.0B15Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$3.5B18Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.6B18May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$3.5B14Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.0B12Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.7B12Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.1B13May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.9B13Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.7B14Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$3.1B15Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$2.7B11May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.4B12Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.