Darsana Capital Partners as of June 30, 2015
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 20 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 11.5 | $227M | 4.1M | 55.11 | |
| Twenty First Centy Fox Cl A | 11.2 | $220M | 6.8M | 32.55 | |
| Liberty Global SHS CL C | 8.5 | $167M | 3.3M | 50.63 | |
| Delta Air Lines Inc Del Com New (DAL) | 7.3 | $144M | 3.5M | 41.08 | |
| Dollar Tree (DLTR) | 7.2 | $142M | 1.8M | 78.99 | |
| Priceline Grp Com New | 5.8 | $114M | 99k | 1151.37 | |
| Dbx Etf Tr Dbxtr Har Cs 300 (ASHR) | 5.5 | $108M | 2.4M | 46.01 | |
| Baidu Spon Adr Rep A (BIDU) | 5.3 | $105M | 525k | 199.08 | |
| Comcast Corp Cl A (CMCSA) | 5.0 | $99M | 1.6M | 60.14 | |
| Intel Corporation Put Option (INTC) | 5.0 | $99M | 3.3M | 30.42 | |
| SBA Communications Corporation | 4.7 | $92M | 800k | 114.97 | |
| Liberty Global Shs Cl A Call Option | 4.1 | $81M | 1.5M | 54.07 | |
| Madison Square Garden Cl A | 3.5 | $70M | 832k | 83.49 | |
| Crown Castle Intl (CCI) | 3.1 | $60M | 750k | 80.30 | |
| Xpo Logistics Inc equity (XPO) | 2.8 | $56M | 1.2M | 45.18 | |
| Charter Communications Inc D Cl A New | 2.6 | $51M | 300k | 171.25 | |
| Msci (MSCI) | 2.2 | $43M | 700k | 61.55 | |
| JD Spon Adr Cl A (JD) | 2.1 | $42M | 1.2M | 34.10 | |
| At&t Put Option (T) | 1.8 | $36M | 1.0M | 35.52 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 0.8 | $16M | 815k | 19.68 |
