Darsana Capital Partners LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$4.1T
Holdings
15
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HCAHCA HEALTHCARE INC | 1,150,000 | $467.4B | 11.51% | |
| 2 | GWREGUIDEWIRE SOFTWARE INC | 2,300,000 | $420.8B | 10.36% | |
| 3 | TPDTEMPUR SEALY INTL INC | 7,000,000 | $382.2B | 9.41% | |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 1,500,000 | $345.8B | 8.51% | |
| 5 | SHCSOTERA HEALTH CO | 20,010,000 | $334.2B | 8.23% | |
| 6 | CMCSACOMCAST CORP NEW | 8,000,000 | $334.2B | 8.23% | |
| 7 | GOOGLALPHABET INC | 2,000,000 | $331.7B | 8.17% | |
| 8 | STZCONSTELLATION BRANDS INC | 1,270,800 | $327.5B | 8.06% | |
| 9 | NYTNEW YORK TIMES CO | 5,000,000 | $278.4B | 6.85% | |
| 10 | BACBANK AMERICA CORP | 6,000,000 | $238.1B | 5.86% | |
| 11 | T7DTRANSDIGM GROUP INC | 165,000 | $235.5B | 5.80% | |
| 12 | SCHWSCHWAB CHARLES CORP | 3,000,000 | $194.4B | 4.79% | |
| 13 | AERAERCAP HOLDINGS NV | 1,000,000 | $94.7B | 2.33% | |
| 14 | SATSECHOSTAR CORP | 3,000,000 | $74.5B | 1.83% | |
| 15 | WMGWARNER MUSIC GROUP CORP | 82,121 | $2.6B | 0.06% |