Darsana Capital Partners LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$1.6T
Holdings
9
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEW | 7,000,000 | $290.9B | 18.76% | |
| 2 | METAMETA PLATFORMS INC | 1,000,000 | $287.0B | 18.51% | |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 1,750,000 | $254.7B | 16.43% | |
| 4 | KKRKKR & CO INC | 4,000,000 | $224.0B | 14.45% | |
| 5 | NYTNEW YORK TIMES CO | 5,000,000 | $196.9B | 12.70% | |
| 6 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $190.2B | 12.27% | |
| 7 | STZCONSTELLATION BRANDS INC | 225,000 | $55.4B | 3.57% | |
| 8 | DASHDOORDASH INC | 575,000 | $43.9B | 2.83% | |
| 9 | GTNGRAY TELEVISION INC | 915,863 | $7.2B | 0.47% |