Darsana Capital Partners LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.5T
Holdings
11
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEW | 9,765,929 | $341.5B | 22.77% | |
| 2 | NYTNEW YORK TIMES CO | 5,224,765 | $169.6B | 11.31% | |
| 3 | RACEFERRARI N V | 750,000 | $160.7B | 10.71% | |
| 4 | RHRH | 600,000 | $160.3B | 10.69% | |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 2,500,000 | $156.4B | 10.43% | |
| 6 | HLTHILTON WORLDWIDE HLDGS INC | 1,000,000 | $126.4B | 8.43% | |
| 7 | DASHDOORDASH INC | 2,500,000 | $122.0B | 8.14% | |
| 8 | FIVEFIVE BELOW INC | 450,000 | $79.6B | 5.31% | |
| 9 | PTONPELOTON INTERACTIVE INC | 10,000,000 | $79.4B | 5.29% | |
| 10 | CMRCBIGCOMMERCE HLDGS INC | 6,000,000 | $52.4B | 3.50% | |
| 11 | GTNGRAY TELEVISION INC | 4,589,563 | $51.4B | 3.42% |