Darsana Capital Partners LP Q4 2016 Filing
Filed February 14, 2017
Portfolio Value
$2.1T
Holdings
17
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 5,500,000 | $320.9B | 15.54% | |
| 2 | BKNGPRICELINE GRP INC | 150,000 | $219.9B | 10.65% | Call |
| 3 | METAFACEBOOK INC | 1,700,000 | $195.6B | 9.47% | Call |
| 4 | HLTHILTON WORLDWIDE HLDGS INC | 6,500,000 | $176.8B | 8.56% | |
| 5 | MSCIMSCI INC | 2,100,000 | $165.4B | 8.01% | |
| 6 | DLTRDOLLAR TREE INC | 1,975,000 | $152.4B | 7.38% | |
| 7 | CRICARTER INC | 1,400,000 | $120.9B | 5.86% | |
| 8 | ADSKAUTODESK INC | 1,525,000 | $112.9B | 5.47% | |
| 9 | LBTYBLIBERTY GLOBAL PLC | 3,750,000 | $111.4B | 5.39% | |
| 10 | BACBANK AMER CORP | 4,000,000 | $88.4B | 4.28% | |
| 11 | BIDUNBAIDU INC | 519,000 | $85.3B | 4.13% | |
| 12 | SBUXSTARBUCKS CORP | 1,500,000 | $83.3B | 4.03% | Call |
| 13 | CMCSACOMCAST CORP NEW | 1,000,000 | $69.0B | 3.34% | |
| 14 | GOOGALPHABET INC | 75,000 | $57.9B | 2.80% | |
| 15 | CMGCHIPOTLE MEXICAN GRILL INC | 115,000 | $43.4B | 2.10% | |
| 16 | TAT&T INC | 1,000,000 | $42.5B | 2.06% | Put |
| 17 | RIGTRANSOCEAN LTD | 1,250,000 | $18.4B | 0.89% | Put |