Darsana Capital Partners LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.9T
Holdings
12
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NYTNEW YORK TIMES CO | 8,500,000 | $237.2B | 12.77% | |
| 2 | RACEFERRARI N V | 1,250,000 | $229.3B | 12.35% | |
| 3 | CMCSACOMCAST CORP NEW | 5,500,000 | $215.8B | 11.62% | |
| 4 | RHRH | 950,000 | $201.6B | 10.86% | |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $177.5B | 9.56% | |
| 6 | FIVEFIVE BELOW INC | 1,425,000 | $161.6B | 8.71% | |
| 7 | DASHDOORDASH INC | 2,500,000 | $160.4B | 8.64% | |
| 8 | CMRCBIGCOMMERCE HLDGS INC | 7,000,000 | $113.4B | 6.11% | |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | 1,000,000 | $111.4B | 6.00% | |
| 10 | WMGWARNER MUSIC GROUP CORP | 4,500,000 | $109.6B | 5.90% | |
| 11 | GTNGRAY TELEVISION INC | 4,140,863 | $69.9B | 3.77% | |
| 12 | PTONPELOTON INTERACTIVE INC | 7,500,000 | $68.8B | 3.71% |