13F HOLDINGS REPORT
Darsana Capital Partners LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002477
Total Value
$3.11B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 3,250,000 | $379.3M | 12.19% |
| 2 | CONSTELLATION BRANDS INC | STZ | 1,300,000 | $353.3M | 11.35% |
| 3 | COMCAST CORP NEW | CCZ | 7,500,000 | $325.1M | 10.45% |
| 4 | HILTON WORLDWIDE HLDGS INC | HLT | 1,500,000 | $320.0M | 10.28% |
| 5 | BANK AMERICA CORP | 060505104 | 7,500,000 | $284.4M | 9.14% |
| 6 | TEMPUR SEALY INTL INC | SGI | 5,000,000 | $284.1M | 9.13% |
| 7 | HCA HEALTHCARE INC | HCA | 750,000 | $250.1M | 8.04% |
| 8 | META PLATFORMS INC | META | 500,000 | $242.8M | 7.80% |
| 9 | NEW YORK TIMES CO | NYT | 5,000,000 | $216.1M | 6.94% |
| 10 | KKR & CO INC | KKRT | 2,000,000 | $201.2M | 6.46% |
| 11 | BATH & BODY WORKS INC | BBWI | 3,000,000 | $150.1M | 4.82% |
| 12 | SCHWAB CHARLES CORP | SCHW-PJ | 1,000,000 | $72.3M | 2.32% |
| 13 | GRAY TELEVISION INC | GTN-A | 5,242,163 | $33.1M | 1.06% |