Darsana Capital Partners LP Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$1.7T
Holdings
12
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NYTNEW YORK TIMES CO | 9,000,000 | $378.3B | 22.42% | |
| 2 | RACEFERRARI N V | 1,000,000 | $171.0B | 10.14% | |
| 3 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 7,000,000 | $167.6B | 9.93% | |
| 4 | UBERUBER TECHNOLOGIES INC | 5,000,000 | $155.4B | 9.21% | |
| 5 | PTONPELOTON INTERACTIVE INC | 2,500,000 | $144.4B | 8.56% | |
| 6 | NFLXNETFLIX INC | 310,000 | $141.1B | 8.36% | |
| 7 | GWREGUIDEWIRE SOFTWARE INC | 945,896 | $104.9B | 6.22% | |
| 8 | WMGWARNER MUSIC GROUP CORP | 3,500,000 | $103.3B | 6.12% | |
| 9 | NVCRNOVOCURE LTD | 1,700,000 | $100.8B | 5.98% | |
| 10 | GTNGRAY TELEVISION INC | 5,465,164 | $76.2B | 4.52% | |
| 11 | HLTHILTON WORLDWIDE HLDGS INC | 1,000,000 | $73.5B | 4.35% | |
| 12 | GOOGALPHABET INC | 50,000 | $70.7B | 4.19% |