Darsana Capital Partners as of Dec. 31, 2014
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 19 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu Spon Adr Rep A (BIDU) | 15.2 | $339M | 1.5M | 227.97 | |
| Delta Air Lines Inc Del Com New (DAL) | 13.4 | $297M | 6.0M | 49.19 | |
| Twenty First Centy Fox Cl A Call Option | 10.3 | $229M | 6.0M | 38.41 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 9.9 | $221M | 5.1M | 43.04 | |
| Dollar Tree Call Option (DLTR) | 9.4 | $209M | 3.0M | 70.38 | |
| Liberty Global SHS CL C | 7.2 | $159M | 3.3M | 48.31 | |
| Comcast Corp Cl A (CMCSA) | 5.7 | $127M | 2.2M | 58.01 | |
| Priceline Grp Com New | 4.1 | $91M | 80k | 1140.21 | |
| Intel Corporation Put Option (INTC) | 4.1 | $91M | 2.5M | 36.29 | |
| Liberty Global Shs Cl A Call Option | 3.4 | $75M | 1.5M | 50.21 | |
| Madison Square Garden Cl A | 3.0 | $66M | 875k | 75.26 | |
| Crown Castle Intl (CCI) | 2.7 | $59M | 750k | 78.70 | |
| Carter's (CRI) | 2.2 | $48M | 550k | 87.31 | |
| Time Warner Cable | 2.0 | $44M | 292k | 152.06 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.0 | $44M | 425k | 103.94 | |
| SanDisk Corporation | 1.5 | $34M | 350k | 97.98 | |
| At&t Put Option (T) | 1.5 | $34M | 1.0M | 33.59 | |
| Fmsa Hldgs | 1.2 | $28M | 4.0M | 6.92 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 1.2 | $27M | 1.1M | 25.99 |
