Darsana Capital Partners LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$2.0T
Holdings
10
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 1,050,000 | $315.2B | 15.46% | |
| 2 | HLTHILTON WORLDWIDE HLDGS INC | 2,000,000 | $300.4B | 14.73% | |
| 3 | KKRKKR & CO INC | 4,000,000 | $246.4B | 12.08% | |
| 4 | CMCSACOMCAST CORP NEW | 5,525,000 | $245.0B | 12.01% | |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $225.0B | 11.03% | |
| 6 | STZCONSTELLATION BRANDS INC | 875,000 | $219.9B | 10.78% | |
| 7 | NYTNEW YORK TIMES CO | 5,000,000 | $206.0B | 10.10% | |
| 8 | BACBANK AMERICA CORP | 6,500,000 | $178.0B | 8.73% | |
| 9 | BBWIBATH & BODY WORKS INC | 2,250,000 | $76.0B | 3.73% | |
| 10 | GTNGRAY TELEVISION INC | 4,000,441 | $27.7B | 1.36% |