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DARSANA CAPITAL PARTNERS LP

AUM: $8.09 B

13-F Portfolio Value: $4.25 B

Last 13-F Filed: Q3 2025

Concentration in top 10: 87.06%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
SGI	SOMNIGROUP INTERNATIONAL INC	7.87%	4,000,000	$337,320,000	-1,000,000	-20%	$84.33	13F