13F HOLDINGS REPORT
Darsana Capital Partners LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-004032
Total Value
$2.04B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,050,000 | $315.2M | 15.46% |
| 2 | HILTON WORLDWIDE HLDGS INC | HLT | 2,000,000 | $300.4M | 14.73% |
| 3 | KKR & CO INC | KKRT | 4,000,000 | $246.4M | 12.08% |
| 4 | COMCAST CORP NEW | CCZ | 5,525,000 | $245.0M | 12.01% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 2,500,000 | $225.0M | 11.03% |
| 6 | CONSTELLATION BRANDS INC | STZ | 875,000 | $219.9M | 10.78% |
| 7 | NEW YORK TIMES CO | NYT | 5,000,000 | $206.0M | 10.10% |
| 8 | BANK AMERICA CORP | 060505104 | 6,500,000 | $178.0M | 8.73% |
| 9 | BATH & BODY WORKS INC | BBWI | 2,250,000 | $76.0M | 3.73% |
| 10 | GRAY TELEVISION INC | GTN-A | 4,000,441 | $27.7M | 1.36% |