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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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16 |
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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 |
|
HCA |
HCA Holdings Inc |
1 |
- |
$376.58 |
$431,938,000 |
1,250,000 |
12.55% |
64,254,000 |
25,000 |
0.369 |
Hospitals |
|
|
GWRE |
Guidewire Software, Inc. |
2 |
- |
$230.38 |
$430,928,000 |
2,300,000 |
12.52% |
43,194,000 |
0 |
2.745 |
Business Software & S... |
|
|
TPX |
Tempur-Pedic International |
3 |
- |
$71.87 |
$419,160,000 |
7,000,000 |
12.18% |
22,330,000 |
0 |
3.416 |
Textile Manufacturing |
|
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FWONK |
Liberty Media Corporation |
4 |
- |
$0.00 |
$314,135,000 |
3,490,000 |
9.13% |
262,523,000 |
2,933,000 |
1.677 |
N/A |
|
|
NYT |
New York Times Co |
5 |
- |
$57.12 |
$310,000,000 |
6,250,000 |
9.01% |
10,712,000 |
500,000 |
3.741 |
Publishing |
|
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TDG |
Transdigm Group Inc |
6 |
- |
$1,522.98 |
$276,658,000 |
200,000 |
8.04% |
23,202,000 |
0 |
0.364 |
Aerospace/Defense Pro... |
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EFX |
Equifax Inc |
7 |
New |
$261.81 |
$243,560,000 |
1,000,000 |
7.08% |
243,560,000 |
1,000,000 |
0.822 |
Business Services |
|
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SHC |
Sotera Health Co |
8 |
- |
$0.00 |
$233,317,000 |
20,010,000 |
6.78% |
-40,420,000 |
0 |
7.213 |
N/A |
|
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WMG |
Warner Music Group Corp |
9 |
- |
$29.39 |
$219,450,000 |
7,000,000 |
6.38% |
33,450,000 |
1,000,000 |
4.375 |
Sporting and Park Ent... |
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SATS |
Echostar Holding Corp |
10 |
- |
$31.36 |
$198,458,000 |
7,758,328 |
5.77% |
38,158,000 |
758,328 |
2.856 |
Communication Equipment |
|
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SCHW |
Charles Schwab Corp |
11 |
- |
$91.48 |
$176,130,000 |
2,250,000 |
5.12% |
176,130,000 |
2,250,000 |
0.125 |
Investment Brokerage ... |
|
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AER |
Aercap Holdings (NV) |
12 |
- |
$115.89 |
$102,170,000 |
1,000,000 |
2.97% |
6,470,000 |
0 |
0.408 |
Rental & Leasing Serv... |
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FWONA |
Liberty Media Corp |
13 |
- |
$93.34 |
$50,919,000 |
625,000 |
1.48% |
44,714,000 |
551,164 |
2.607 |
Entertainment - Diver... |
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HLT |
Hilton Worldwide Holdings Inc. |
14 |
- |
$273.42 |
$34,133,000 |
150,000 |
0.99% |
-213,027,000 |
-850,000 |
0.054 |
Lodging |
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GOOGL |
Alphabet Inc |
15 |
Closed |
$179.53 |
$0 |
0 |
0% |
-283,950,000 |
-1,500,000 |
0 |
Search Engines & Info... |
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STZ |
Constellation Brands Inc |
16 |
Closed |
$172.32 |
$0 |
0 |
0% |
-276,250,000 |
-1,250,000 |
0 |
Beverage - Wineries &... |
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