Darsana Capital Partners LP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$2.7T
Holdings
11
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 6,000,000 | $549.2B | 20.56% | |
| 2 | BACBANK AMER CORP | 12,000,000 | $331.1B | 12.40% | |
| 3 | NYTNEW YORK TIMES CO | 10,000,000 | $328.5B | 12.30% | |
| 4 | RACEFERRARI N V | 2,000,000 | $267.6B | 10.02% | |
| 5 | ADSKAUTODESK INC | 1,675,000 | $261.0B | 9.77% | |
| 6 | BKNGBOOKING HLDGS INC | 125,000 | $218.1B | 8.17% | |
| 7 | GOOGALPHABET INC | 175,000 | $205.3B | 7.69% | |
| 8 | GTNGRAY TELEVISION INC | 8,000,000 | $170.9B | 6.40% | |
| 9 | AABAUSDALTABA INC | 1,850,000 | $137.1B | 5.13% | |
| 10 | BABOEING CO | 308,500 | $117.7B | 4.41% | |
| 11 | NVCRNOVOCURE LTD | 1,750,000 | $84.3B | 3.16% |