Not yet filed. No Q3 2026 Form 13F from Darsana Capital Partners has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| SPCX · SPACE EXPLORATION TECHNOLOGIES CORP | 101,461,915 | 77.85% |
| AMZN · AMAZON COM INC | 2,500,000 | 2.68% |
| ECHO · EchoStar CORP | 5,000,000 | 2.28% |
| SHC · Sotera Health Co | 27,000,000 | 2.15% |
| GWRE · Guidewire Software, Inc. | 3,804,000 | 2.10% |
| HCA · HCA Healthcare, Inc. | 1,100,000 | 1.93% |
| FWONK · Liberty Media Corp | 4,300,000 | 1.84% |
| NYT · NEW YORK TIMES CO | 5,000,000 | 1.57% |
| DKS · DICK'S SPORTING GOODS, INC. | 1,500,000 | 1.53% |
| WMG · Warner Music Group Corp. | 11,943,199 | 1.45% |
Largest increase 2026 Q1 → 2026 Q2: HCA (+46.7% of shares). New position in 2026 Q2: SPCX (77.85% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: VRT (-75.5% of shares). Exited in 2026 Q2: SGI.
Full record: Darsana Capital Partners fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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