Darsana Capital Partners as of March 31, 2015
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 17 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Dollar Tree Call Option (DLTR) | 16.7 | $371M | 4.6M | 81.14 | |
Baidu Spon Adr Rep A (BIDU) | 13.9 | $310M | 1.5M | 208.40 | |
Delta Air Lines Inc Del Com New (DAL) | 13.6 | $301M | 6.7M | 44.96 | |
Spirit Aerosystems Hldgs Com Cl A (SPR) | 9.7 | $215M | 4.1M | 52.21 | |
Twenty First Centy Fox Cl A Call Option | 8.4 | $186M | 5.5M | 33.84 | |
Liberty Global SHS CL C | 7.4 | $164M | 3.3M | 49.81 | |
Priceline Grp Com New | 4.6 | $102M | 88k | 1164.15 | |
Intel Corporation Put Option (INTC) | 4.6 | $102M | 3.3M | 31.27 | |
Comcast Corp Cl A (CMCSA) | 4.4 | $98M | 1.7M | 56.47 | |
Madison Square Garden Cl A | 3.8 | $85M | 1.0M | 84.65 | |
Liberty Global Shs Cl A Call Option | 3.5 | $77M | 1.5M | 51.47 | |
Crown Castle Intl (CCI) | 2.8 | $62M | 750k | 82.54 | |
Frontier Communications | 1.9 | $42M | 6.0M | 7.05 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 1.6 | $35M | 425k | 83.24 | |
At&t Put Option (T) | 1.5 | $33M | 1.0M | 32.65 | |
Makemytrip Limited Mauritius SHS (MMYT) | 1.0 | $23M | 1.1M | 21.96 | |
Fmsa Hldgs | 0.6 | $14M | 2.0M | 7.24 |