Q2 2023 · 13F-HR
Darsana Capital Partners LPholdings as filed
Filed 2023-08-14 · accession 0001172661-23-003119
$1.55B
Reported value
9
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 20030N101 | CMCSA | COMCAST CORP NEW | $290.9M | 18.8% | 7,000,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $287.0M | 18.5% | 1,000,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $254.7M | 16.4% | 1,750,000 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $224.0M | 14.4% | 4,000,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $196.9M | 12.7% | 5,000,000 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $190.2M | 12.3% | 2,500,000 | Common | SOLE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $55.4M | 3.57% | 225,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $43.9M | 2.83% | 575,000 | Common | SOLE |
| 389375106 | GTN | GRAY TELEVISION INC | $7.2M | 0.47% | 915,863 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.