Darsana Capital Partners LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$3.7B
Holdings
14
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 3,250,000 | $448.1T | 12248858.66% | |
| 2 | METAMETA PLATFORMS INC | 750,000 | $378.2T | 10336198.05% | |
| 3 | CMCSACOMCAST CORP NEW | 9,500,000 | $372.0T | 10168239.79% | |
| 4 | HCAHCA HEALTHCARE INC | 1,150,000 | $369.5T | 10098596.56% | |
| 5 | STZCONSTELLATION BRANDS INC | 1,300,000 | $334.5T | 9141740.10% | |
| 6 | TPDTEMPUR SEALY INTL INC | 7,000,000 | $331.4T | 9057446.65% | |
| 7 | HLTHILTON WORLDWIDE HLDGS INC | 1,500,000 | $327.3T | 8945930.01% | |
| 8 | NYTNEW YORK TIMES CO | 6,250,000 | $320.1T | 8748110.98% | |
| 9 | BACBANK AMERICA CORP | 6,500,000 | $258.5T | 7065590.09% | |
| 10 | SCHWSCHWAB CHARLES CORP | 3,000,000 | $221.1T | 6042397.64% | |
| 11 | T7DTRANSDIGM GROUP INC | 165,000 | $210.8T | 5761847.21% | |
| 12 | SATSECHOSTAR CORP | 2,072,305 | $36.9T | 1008781.44% | |
| 13 | SHCSOTERA HEALTH CO | 2,449,364 | $29.1T | 794664.01% | |
| 14 | GTNGRAY TELEVISION INC | 4,092,063 | $21.3T | 581601.01% |