Darsana Capital Partners LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$3.1T
Holdings
13
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 3,250,000 | $379.3B | 12.19% | |
| 2 | STZCONSTELLATION BRANDS INC | 1,300,000 | $353.3B | 11.35% | |
| 3 | CMCSACOMCAST CORP NEW | 7,500,000 | $325.1B | 10.45% | |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 1,500,000 | $320.0B | 10.28% | |
| 5 | BACBANK AMERICA CORP | 7,500,000 | $284.4B | 9.14% | |
| 6 | TPDTEMPUR SEALY INTL INC | 5,000,000 | $284.1B | 9.13% | |
| 7 | HCAHCA HEALTHCARE INC | 750,000 | $250.1B | 8.04% | |
| 8 | METAMETA PLATFORMS INC | 500,000 | $242.8B | 7.80% | |
| 9 | NYTNEW YORK TIMES CO | 5,000,000 | $216.1B | 6.94% | |
| 10 | KKRKKR & CO INC | 2,000,000 | $201.2B | 6.46% | |
| 11 | BBWIBATH & BODY WORKS INC | 3,000,000 | $150.1B | 4.82% | |
| 12 | SCHWSCHWAB CHARLES CORP | 1,000,000 | $72.3B | 2.32% | |
| 13 | GTNGRAY TELEVISION INC | 5,242,163 | $33.1B | 1.06% |