Darsana Capital Partners LP Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$2.7T
Holdings
14
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 5,950,540 | $489.4B | 18.14% | |
| 2 | NYTNEW YORK TIMES CO | 10,500,000 | $299.0B | 11.09% | |
| 3 | GOOGALPHABET INC | 210,000 | $256.0B | 9.49% | |
| 4 | BACBANK AMER CORP | 8,500,000 | $247.9B | 9.19% | |
| 5 | ADSKAUTODESK INC | 1,675,000 | $247.4B | 9.17% | |
| 6 | RACEFERRARI N V | 1,600,000 | $246.5B | 9.14% | |
| 7 | METAFACEBOOK INC | 1,200,000 | $213.7B | 7.92% | |
| 8 | NFLXNETFLIX INC | 750,000 | $200.7B | 7.44% | |
| 9 | GTNGRAY TELEVISION INC | 9,000,000 | $146.9B | 5.44% | |
| 10 | BABOEING CO | 300,000 | $114.1B | 4.23% | |
| 11 | UBERUBER TECHNOLOGIES INC | 2,542,949 | $77.5B | 2.87% | |
| 12 | NVCRNOVOCURE LTD | 1,000,000 | $74.8B | 2.77% | |
| 13 | LKNCYLUCKIN COFFEE INC | 2,500,000 | $47.5B | 1.76% | |
| 14 | AABAUSDALTABA INC | 1,850,000 | $36.0B | 1.34% |