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Name: |
Darsana Capital Partners LP |
City: |
New York |
State: |
NY |
Zip: |
10019 |
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Holdings
Found :
6 |
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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 |
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GWRE |
Guidewire Software, Inc. |
1 |
- |
$116.56 |
$381,640,000 |
3,500,000 |
13.62% |
156,640,000 |
1,000,000 |
4.177 |
Business Software & S... |
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CMCSA |
Comcast Corp |
4 |
- |
$39.31 |
$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 |
- |
$261.95 |
$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 |
- |
$38.45 |
$252,525,000 |
7,500,000 |
9.01% |
74,555,000 |
1,000,000 |
0.087 |
Domestic Money Center... |
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BBWI |
Bath & Body Works, Inc |
9 |
- |
$47.55 |
$172,640,000 |
4,000,000 |
6.16% |
96,590,000 |
1,750,000 |
1.511 |
Apparel Stores |
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GTN |
Gray Television Inc |
11 |
- |
$6.86 |
$46,970,000 |
5,242,163 |
1.68% |
19,287,000 |
1,241,722 |
5.678 |
Broadcasting - TV |
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