13F HOLDINGS REPORT
Darsana Capital Partners LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-005304
Total Value
$4.06B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HCA HEALTHCARE INC | HCA | 1,150,000 | $467.4M | 11.51% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 2,300,000 | $420.8M | 10.36% |
| 3 | TEMPUR SEALY INTL INC | SGI | 7,000,000 | $382.2M | 9.41% |
| 4 | HILTON WORLDWIDE HLDGS INC | HLT | 1,500,000 | $345.8M | 8.51% |
| 5 | SOTERA HEALTH CO | SHC | 20,010,000 | $334.2M | 8.23% |
| 6 | COMCAST CORP NEW | CCZ | 8,000,000 | $334.2M | 8.23% |
| 7 | ALPHABET INC | GOOG | 2,000,000 | $331.7M | 8.17% |
| 8 | CONSTELLATION BRANDS INC | STZ | 1,270,800 | $327.5M | 8.06% |
| 9 | NEW YORK TIMES CO | NYT | 5,000,000 | $278.4M | 6.85% |
| 10 | BANK AMERICA CORP | 060505104 | 6,000,000 | $238.1M | 5.86% |
| 11 | TRANSDIGM GROUP INC | TDG | 165,000 | $235.5M | 5.80% |
| 12 | SCHWAB CHARLES CORP | SCHW-PJ | 3,000,000 | $194.4M | 4.79% |
| 13 | AERCAP HOLDINGS NV | AER | 1,000,000 | $94.7M | 2.33% |
| 14 | ECHOSTAR CORP | SATS | 3,000,000 | $74.5M | 1.83% |
| 15 | WARNER MUSIC GROUP CORP | WMG | 82,121 | $2.6M | 0.06% |