Darsana Capital Partners LP Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$2.3T
Holdings
13
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 700,000 | $636.1B | 27.69% | Call |
| 2 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 6,500,000 | $376.6B | 16.39% | |
| 3 | BACBANK AMER CORP | 9,500,000 | $230.5B | 10.03% | Call |
| 4 | MSCIMSCI INC | 1,650,000 | $169.9B | 7.40% | |
| 5 | CRICARTER INC | 1,600,000 | $142.3B | 6.19% | |
| 6 | BKNGPRICELINE GRP INC | 75,700 | $141.6B | 6.16% | Call |
| 7 | ADSKAUTODESK INC | 1,200,000 | $121.0B | 5.27% | |
| 8 | METAFACEBOOK INC | 725,000 | $109.5B | 4.76% | |
| 9 | LBTYBLIBERTY GLOBAL PLC | 3,500,000 | $109.1B | 4.75% | |
| 10 | AABAUSDALTABA INC | 2,000,000 | $109.0B | 4.74% | |
| 11 | T7DTRANSDIGM GROUP INC | 266,000 | $71.5B | 3.11% | |
| 12 | NYTNEW YORK TIMES CO | 3,069,408 | $54.3B | 2.36% | |
| 13 | GTNGRAY TELEVISION INC | 1,910,000 | $26.2B | 1.14% |