13F HOLDINGS REPORT
Darsana Capital Partners LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001320
Total Value
$1.50B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COMCAST CORP NEW | CCZ | 9,765,929 | $341.5M | 22.77% |
| 2 | NEW YORK TIMES CO | NYT | 5,224,765 | $169.6M | 11.31% |
| 3 | FERRARI N V | RACE | 750,000 | $160.7M | 10.71% |
| 4 | RH | RH | 600,000 | $160.3M | 10.69% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 2,500,000 | $156.4M | 10.43% |
| 6 | HILTON WORLDWIDE HLDGS INC | HLT | 1,000,000 | $126.4M | 8.43% |
| 7 | DOORDASH INC | DASH | 2,500,000 | $122.0M | 8.14% |
| 8 | FIVE BELOW INC | FIVE | 450,000 | $79.6M | 5.31% |
| 9 | PELOTON INTERACTIVE INC | PTON | 10,000,000 | $79.4M | 5.29% |
| 10 | BIGCOMMERCE HLDGS INC | CMRC | 6,000,000 | $52.4M | 3.50% |
| 11 | GRAY TELEVISION INC | GTN-A | 4,589,563 | $51.4M | 3.42% |