Darsana Capital Partners LP: LIBERTY MEDIA CORP DEL (FWONK): Quarterly 13F Position History
As of Q1 2026, Darsana Capital Partners LP reported 4,300,000 shares of LIBERTY MEDIA CORP DEL (FWONK), worth $365.6M and representing 7.8% of its 13F equity book. Quarter-over-quarter share count change: + 700,000 (+19.4%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 4,300,000Shares Held (Latest Filing)
- $365.6MReported Market Value (Latest Filing)
- 7.8%Portfolio Weight (% of 13F Equity Book)
- +700,000Quarter-over-Quarter Share Change
- +$10.9MQuarter-over-Quarter Value Change
- 4,300,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,300,000 | +700,000 | +19.4% | $365.6M | 7.8% | $85.0 |
| Q4 2025 | 3,600,000 | +610,000 | +20.4% | $354.6M | 7.1% | $98.5 |
| Q3 2025 | 2,990,000 | +490,000 | +19.6% | $312.3M | 7.4% | $104.5 |
| Q2 2025 | 2,500,000 | 990,000 | -28.4% | $261.3M | 7.5% | $104.5 |
| Q1 2025 | 3,490,000 | +2,933,000 | +526.6% | $314.1M | 9.1% | $90.0 |
| Q4 2024 | 557,000 | — | — | $51.6M | 1.6% | $92.7 |
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 FWONK position in 13F-HR filings?
Darsana Capital Partners LP first reported LIBERTY MEDIA CORP DEL (FWONK) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Darsana Capital Partners LP's most recent quarter-over-quarter share-count change in FWONK?
Between Q4 2025 and Q1 2026, Darsana Capital Partners LP added 700,000 shares of FWONK (+19.4%), bringing the total reported position to 4,300,000 shares at a market value of $365.6M.
Does the implied price-per-share represent Darsana Capital Partners LP's cost basis in FWONK?
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.