Darsana Capital Partners LP Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$2.4T
Holdings
12
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 6,750,104 | $486.6B | 20.36% | |
| 2 | BACBANK AMER CORP | 14,500,000 | $357.3B | 14.95% | |
| 3 | NYTNEW YORK TIMES CO | 12,784,000 | $285.0B | 11.92% | |
| 4 | ADSKAUTODESK INC | 1,825,000 | $234.7B | 9.82% | |
| 5 | BKNGBOOKING HLDGS INC | 125,000 | $215.3B | 9.01% | |
| 6 | RACEFERRARI N V | 2,100,000 | $208.8B | 8.74% | |
| 7 | GOOGALPHABET INC | 175,000 | $181.2B | 7.58% | |
| 8 | GTNGRAY TELEVISION INC | 8,000,000 | $117.9B | 4.93% | |
| 9 | AABAUSDALTABA INC | 1,850,000 | $107.2B | 4.48% | |
| 10 | BABOEING CO | 308,500 | $99.5B | 4.16% | |
| 11 | NVCRNOVOCURE LTD | 2,150,000 | $72.0B | 3.01% | |
| 12 | BIDUNBAIDU INC | 155,000 | $24.6B | 1.03% |