Darsana Capital Partners LP — VERTIV HOLDINGS CO VRT: Quarterly 13F Position History
Darsana Capital Partners LP has reported VERTIV HOLDINGS CO (VRT) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 1,000,000 shares ($250.6M market value, 5.34% of the equity book). Quarter-over-quarter share count change: 500,000 (-33.3%) .
- 1,000,000Shares Held (Latest Filing)
- $250.6MReported Market Value (Latest Filing)
- 5.34%Portfolio Weight (% of 13F Equity Book)
- 500,000Quarter-over-Quarter Share Change
- +$7.6MQuarter-over-Quarter Value Change
- 1,500,000Peak Reported Shares (Historical)
Recent initiation: Darsana Capital Partners LP first reported VRT 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 | 1,000,000 | 500,000 | -33.3% | $250.6M | 5.34% | $250.58 |
| Q4 2025 | 1,500,000 | — | — | $243.0M | 4.84% | $162.01 |
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 VRT position in 13F-HR filings?
Darsana Capital Partners LP first reported VERTIV HOLDINGS CO (VRT) 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 VRT?
Between Q4 2025 and Q1 2026, Darsana Capital Partners LP reduced its VRT position by 500,000 shares (-33.3%), leaving 1,000,000 shares at a market value of $250.6M.
Does the implied price-per-share represent Darsana Capital Partners LP's cost basis in VRT?
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.