Darsana Capital Partners LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$2802.8T
Holdings
11
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 3,500,000 | $381.6T | 13.62% | |
| 2 | HLTHILTON WORLDWIDE HLDGS INC | 2,000,000 | $364.2T | 12.99% | |
| 3 | METAMETA PLATFORMS INC | 1,000,000 | $354.0T | 12.63% | |
| 4 | CMCSACOMCAST CORP NEW | 7,500,000 | $328.9T | 11.73% | |
| 5 | STZCONSTELLATION BRANDS INC | 1,300,000 | $314.3T | 11.21% | |
| 6 | BACBANK AMERICA CORP | 7,500,000 | $252.5T | 9.01% | |
| 7 | NYTNEW YORK TIMES CO | 5,000,000 | $244.9T | 8.74% | |
| 8 | KKRKKR & CO INC | 2,600,000 | $215.4T | 7.69% | |
| 9 | BBWIBATH & BODY WORKS INC | 4,000,000 | $172.6T | 6.16% | |
| 10 | TPDTEMPUR SEALY INTL INC | 2,500,000 | $127.4T | 4.55% | |
| 11 | GTNGRAY TELEVISION INC | 5,242,163 | $47.0T | 1.68% |