Darsana Capital Partners LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.9T
Holdings
12
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEW | 11,000,000 | $322.6B | 16.57% | |
| 2 | NYTNEW YORK TIMES CO | 8,500,000 | $244.4B | 12.55% | |
| 3 | RHRH | 950,000 | $233.8B | 12.00% | |
| 4 | RACEFERRARI N V | 1,250,000 | $231.3B | 11.88% | |
| 5 | FIVEFIVE BELOW INC | 1,425,000 | $196.2B | 10.07% | |
| 6 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $153.9B | 7.91% | |
| 7 | DASHDOORDASH INC | 2,500,000 | $123.6B | 6.35% | |
| 8 | HLTHILTON WORLDWIDE HLDGS INC | 1,000,000 | $120.6B | 6.19% | |
| 9 | WMGWARNER MUSIC GROUP CORP | 4,500,000 | $104.4B | 5.36% | |
| 10 | CMRCBIGCOMMERCE HLDGS INC | 5,503,085 | $81.4B | 4.18% | |
| 11 | PTONPELOTON INTERACTIVE INC | 10,000,000 | $69.3B | 3.56% | |
| 12 | GTNGRAY TELEVISION INC | 4,589,563 | $65.7B | 3.38% |