News + Filings Holdings
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Darsana Capital Partners LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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COMCAST CORP
| CMCSA | Common | 7,000,000 | 0 | 290,850,000,000 | 25,480,000,000 | 18.76 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 1,000,000 | 150,000 | 286,980,000,000 | 106,831,000,000 | 18.51 | |
Hist
| 06/30/2023 |
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Hilton Worldwide Holdings Inc.
| HLT | Common | 1,750,000 | 750,000 | 254,712,500,000 | 113,842,500,000 | 16.43 | |
Hist
| 06/30/2023 |
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KKR & Co. Inc.
| KKR | common | 4,000,000 | 4,000,000 | 224,000,000,000 | 224,000,000,000 | 14.45 | 0.46 |
Hist
| 06/30/2023 |
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NEW YORK TIMES CO
| NYT | CL A | 5,000,000 | 0 | 196,900,000,000 | 2,500,000,000 | 12.70 | |
Hist
| 06/30/2023 |
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Guidewire Software, Inc.
| GWRE | COM | 2,500,000 | 0 | 190,200,000,000 | -14,925,000,000 | 12.27 | 3.07 |
Hist
| 06/30/2023 |
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CONSTELLATION BRANDS, INC.
| STZ | CL A | 225,000 | 225,000 | 55,379,250,000 | 55,379,250,000 | 3.57 | |
Hist
| 06/30/2023 |
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DoorDash, Inc.
| DASH | COM | 575,000 | -675,000 | 43,941,500,000 | -35,508,500,000 | 2.83 | |
Hist
| 06/30/2023 |
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GRAY TELEVISION INC
| GTN | Common | 915,863 | -3,673,700 | 7,217,000,000 | -32,803,989,000 | 0.47 | 0.96 |
Hist
| 06/30/2023 |
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PELOTON INTERACTIVE, INC.
| PTON | Common | 0 | -5,000,000 | 0 | -56,700,000,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 0 | -1,250,000 | 0 | -129,662,500,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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RH
| RH | Common Stock | 0 | -500,000 | 0 | -121,775,000,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BigCommerce Holdings, Inc.
| BIGC | Common | 0 | -496,915 | 0 | -4,442,420,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Ferrari N.V.
| RACE | COM | 0 | -250,000 | 0 | -67,735,000,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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