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| Name: |
Darsana Capital Partners LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10019 |
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data |
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| Holdings
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13 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GWRE |
Guidewire Software, Inc. |
1 |
- |
$123.01 |
$379,308,000 |
3,250,000 |
12.19% |
-2,332,000 |
-250,000 |
3.879 |
Business Software & S... |
|
|
STZ |
Constellation Brands Inc |
2 |
- |
$248.94 |
$353,288,000 |
1,300,000 |
11.35% |
39,013,000 |
0 |
0.767 |
Beverage - Wineries &... |
|
|
CMCSA |
Comcast Corp |
3 |
- |
$38.89 |
$325,125,000 |
7,500,000 |
10.45% |
-3,750,000 |
0 |
0.164 |
CATV Systems |
|
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HLT |
Hilton Worldwide Holdings Inc. |
4 |
- |
$204.43 |
$319,965,000 |
1,500,000 |
10.28% |
-44,215,000 |
-500,000 |
0.541 |
Lodging |
|
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BAC |
Bank of America Corp |
5 |
- |
$39.76 |
$284,400,000 |
7,500,000 |
9.14% |
31,875,000 |
0 |
0.087 |
Domestic Money Center... |
|
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TPX |
Tempur-Pedic International |
6 |
- |
$50.98 |
$284,100,000 |
5,000,000 |
9.13% |
156,675,000 |
2,500,000 |
2.44 |
Textile Manufacturing |
|
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HCA |
HCA Holdings Inc |
7 |
New |
$318.41 |
$250,148,000 |
750,000 |
8.04% |
250,148,000 |
750,000 |
0.222 |
Hospitals |
|
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FB |
Meta Platforms Inc |
8 |
- |
$467.78 |
$242,790,000 |
500,000 |
7.8% |
-111,170,000 |
-500,000 |
0.021 |
Internet Service Prov... |
|
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NYT |
New York Times Co |
9 |
- |
$49.50 |
$216,100,000 |
5,000,000 |
6.94% |
-28,850,000 |
0 |
2.993 |
Publishing |
|
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KKR |
KKR Financial Holdings LLC |
10 |
- |
$105.77 |
$201,160,000 |
2,000,000 |
6.46% |
-14,250,000 |
-600,000 |
0.358 |
Asset Management |
|
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BBWI |
Bath & Body Works, Inc |
11 |
- |
$48.70 |
$150,060,000 |
3,000,000 |
4.82% |
-22,580,000 |
-1,000,000 |
1.133 |
Apparel Stores |
|
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SCHW |
Charles Schwab Corp |
12 |
New |
$75.27 |
$72,340,000 |
1,000,000 |
2.32% |
72,340,000 |
1,000,000 |
0.056 |
Investment Brokerage ... |
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GTN |
Gray Television Inc |
13 |
- |
$5.99 |
$33,130,000 |
5,242,163 |
1.06% |
-13,840,000 |
0 |
5.678 |
Broadcasting - TV |
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