Darsana Capital Partners LP Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$2.0T
Holdings
13
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 480,000 | $398.2B | 19.71% | Call |
| 2 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 6,500,000 | $376.5B | 18.64% | |
| 3 | BACBANK AMER CORP | 7,500,000 | $176.9B | 8.76% | |
| 4 | MSCIMSCI INC | 1,650,000 | $160.4B | 7.94% | |
| 5 | DLTRDOLLAR TREE INC | 1,975,000 | $155.0B | 7.67% | |
| 6 | CRICARTER INC | 1,400,000 | $125.7B | 6.22% | |
| 7 | BKNGPRICELINE GRP INC | 70,000 | $124.6B | 6.17% | |
| 8 | LBTYBLIBERTY GLOBAL PLC | 3,500,000 | $122.6B | 6.07% | |
| 9 | ADSKAUTODESK INC | 1,400,000 | $121.1B | 5.99% | |
| 10 | METAFACEBOOK INC | 825,000 | $117.2B | 5.80% | |
| 11 | BIDUNBAIDU INC | 425,000 | $73.3B | 3.63% | |
| 12 | TAT&T INC | 1,000,000 | $41.5B | 2.06% | Put |
| 13 | —SILVER BAY RLTY TR CORP | 1,250,000 | $26.8B | 1.33% |