SEC 13F Intelligence

Darsana Capital Partners LP / TPD

Darsana Capital Partners LP’s Somnigroup International Inc Position

Does Darsana Capital Partners LP own Somnigroup International Inc (TPD)? Yes — 2.66M shares worth $196M (+4.18% of its 13F portfolio) as of Q1 2026, down from 3.00M shares the prior filed quarter.

Position Value
$196M
Q1 2026
Shares
2.66M
% of Portfolio
+4.18%
Quarters Held
10
currently held

Position History TPD

Reported value by quarter
Q4 ’23: $127MQ4 ’23Q1 ’24: $284MQ2 ’24: $331MQ2 ’24Q3 ’24: $382MQ4 ’24: $397MQ4 ’24Q1 ’25: $419MQ2 ’25: $340MQ2 ’25Q3 ’25: $337MQ4 ’25: $268MQ4 ’25Q1 ’26: $196Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.66M$196M+4.18%
Q4 20253.00M$268M+5.34%
Q3 20254.00M$337M+7.95%
Q2 20255.00M$340M+9.72%
Q1 20257.00M$419M+12.18%
Q4 20247.00M$397M+12.08%
Q3 20247.00M$382M+9.41%
Q2 20247.00M$331M+9.06%
Q1 20245.00M$284M+9.13%
Q4 20232.50M$127M+4.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Darsana Capital Partners LP’s full portfolio or all institutional holders of TPD.