Darsana Capital Partners LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$3.3T
Holdings
14
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPDTEMPUR SEALY INTL INC | 7,000,000 | $396.8B | 12.08% | |
| 2 | GWREGUIDEWIRE SOFTWARE INC | 2,300,000 | $387.7B | 11.80% | |
| 3 | HCAHCA HEALTHCARE INC | 1,225,000 | $367.7B | 11.19% | |
| 4 | NYTNEW YORK TIMES CO | 5,750,000 | $299.3B | 9.11% | |
| 5 | GOOGLALPHABET INC | 1,500,000 | $283.9B | 8.64% | |
| 6 | STZCONSTELLATION BRANDS INC | 1,250,000 | $276.3B | 8.41% | |
| 7 | SHCSOTERA HEALTH CO | 20,010,000 | $273.7B | 8.33% | |
| 8 | T7DTRANSDIGM GROUP INC | 200,000 | $253.5B | 7.71% | |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | 1,000,000 | $247.2B | 7.52% | |
| 10 | WMGWARNER MUSIC GROUP CORP | 6,000,000 | $186.0B | 5.66% | |
| 11 | SATSECHOSTAR CORP | 7,000,000 | $160.3B | 4.88% | |
| 12 | AERAERCAP HOLDINGS NV | 1,000,000 | $95.7B | 2.91% | |
| 13 | FWONALIBERTY MEDIA CORP DEL | 557,000 | $51.6B | 1.57% | |
| 14 | FWONALIBERTY MEDIA CORP DEL | 73,836 | $6.2B | 0.19% |