Darsana Capital Partners LP — DICKS SPORTING GOODS INC DKS: Quarterly 13F Position History
Darsana Capital Partners LP has reported DICKS SPORTING GOODS INC (DKS) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 1,375,000 shares ($272.6M market value, 5.80% of the equity book). Quarter-over-quarter share count change: + 875,000 (+175.0%) .
- 1,375,000Shares Held (Latest Filing)
- $272.6MReported Market Value (Latest Filing)
- 5.80%Portfolio Weight (% of 13F Equity Book)
- +875,000Quarter-over-Quarter Share Change
- +$173.7MQuarter-over-Quarter Value Change
- 1,375,000Peak Reported Shares (Historical)
Recent initiation: Darsana Capital Partners LP first reported DKS on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,375,000 | +875,000 | +175.0% | $272.6M | 5.80% | $198.29 |
| Q4 2025 | 500,000 | — | — | $99.0M | 1.97% | $197.97 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Darsana Capital Partners LP first disclose a DKS position in 13F-HR filings?
Darsana Capital Partners LP first reported DICKS SPORTING GOODS INC (DKS) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Darsana Capital Partners LP's most recent quarter-over-quarter share-count change in DKS?
Between Q4 2025 and Q1 2026, Darsana Capital Partners LP added 875,000 shares of DKS (+175.0%), bringing the total reported position to 1,375,000 shares at a market value of $272.6M.
Does the implied price-per-share represent Darsana Capital Partners LP's cost basis in DKS?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.