Darsana Capital Partners LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$2.0T
Holdings
11
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NYTNEW YORK TIMES CO | 8,500,000 | $389.6B | 19.77% | |
| 2 | RACEFERRARI N V | 1,250,000 | $272.6B | 13.83% | |
| 3 | CMCSACOMCAST CORP NEW | 5,500,000 | $257.5B | 13.06% | |
| 4 | RHRH | 750,000 | $244.6B | 12.41% | |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $236.6B | 12.00% | |
| 6 | CMRCBIGCOMMERCE HLDGS INC | 7,000,000 | $153.4B | 7.78% | |
| 7 | DASHDOORDASH INC | 1,250,000 | $146.5B | 7.43% | |
| 8 | WMGWARNER MUSIC GROUP CORP | 3,500,000 | $132.5B | 6.72% | |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | 500,000 | $75.9B | 3.85% | |
| 10 | GOOGALPHABET INC | 15,000 | $41.9B | 2.13% | |
| 11 | GTNGRAY TELEVISION INC | 915,863 | $20.2B | 1.03% |