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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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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 |
- |
$113.55 |
$381,640,000 |
3,500,000 |
13.62% |
156,640,000 |
1,000,000 |
4.177 |
Business Software & S... |
|
|
HLT |
Hilton Worldwide Holdings Inc. |
2 |
- |
$202.12 |
$364,180,000 |
2,000,000 |
12.99% |
63,820,000 |
0 |
0.721 |
Lodging |
|
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FB |
Meta Platforms Inc |
3 |
- |
$443.29 |
$353,960,000 |
1,000,000 |
12.63% |
38,739,000 |
-50,000 |
0.042 |
Internet Service Prov... |
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CMCSA |
Comcast Corp |
4 |
- |
$38.57 |
$328,875,000 |
7,500,000 |
11.73% |
83,896,000 |
1,975,000 |
0.164 |
CATV Systems |
|
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STZ |
Constellation Brands Inc |
5 |
- |
$260.04 |
$314,275,000 |
1,300,000 |
11.21% |
94,361,000 |
425,000 |
0.767 |
Beverage - Wineries &... |
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BAC |
Bank of America Corp |
6 |
- |
$37.83 |
$252,525,000 |
7,500,000 |
9.01% |
74,555,000 |
1,000,000 |
0.087 |
Domestic Money Center... |
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NYT |
New York Times Co |
7 |
- |
$43.17 |
$244,950,000 |
5,000,000 |
8.74% |
38,950,000 |
0 |
2.993 |
Publishing |
|
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KKR |
KKR Financial Holdings LLC |
8 |
- |
$95.54 |
$215,410,000 |
2,600,000 |
7.69% |
-30,990,000 |
-1,400,000 |
0.465 |
Asset Management |
|
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BBWI |
Bath & Body Works, Inc |
9 |
- |
$46.04 |
$172,640,000 |
4,000,000 |
6.16% |
96,590,000 |
1,750,000 |
1.511 |
Apparel Stores |
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TPX |
Tempur-Pedic International |
10 |
New |
$49.92 |
$127,425,000 |
2,500,000 |
4.55% |
127,425,000 |
2,500,000 |
1.22 |
Textile Manufacturing |
|
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GTN |
Gray Television Inc |
11 |
- |
$5.61 |
$46,970,000 |
5,242,163 |
1.68% |
19,287,000 |
1,241,722 |
5.678 |
Broadcasting - TV |
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