13F HOLDINGS REPORT
Darsana Capital Partners LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003119
Total Value
$1.55B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COMCAST CORP NEW | CCZ | 7,000,000 | $290.9M | 18.76% |
| 2 | META PLATFORMS INC | META | 1,000,000 | $287.0M | 18.51% |
| 3 | HILTON WORLDWIDE HLDGS INC | HLT | 1,750,000 | $254.7M | 16.43% |
| 4 | KKR & CO INC | KKRT | 4,000,000 | $224.0M | 14.45% |
| 5 | NEW YORK TIMES CO | NYT | 5,000,000 | $196.9M | 12.70% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 2,500,000 | $190.2M | 12.27% |
| 7 | CONSTELLATION BRANDS INC | STZ | 225,000 | $55.4M | 3.57% |
| 8 | DOORDASH INC | DASH | 575,000 | $43.9M | 2.83% |
| 9 | GRAY TELEVISION INC | GTN-A | 915,863 | $7.2M | 0.47% |