Darsana Capital Partners as of Sept. 30, 2015
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 15 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 16.2 | $268M | 5.6M | 48.34 | |
| Twenty First Centy Fox Cl A | 14.6 | $243M | 9.0M | 26.98 | |
| Dollar Tree (DLTR) | 9.3 | $154M | 2.3M | 66.66 | |
| Baidu Spon Adr Rep A (BIDU) | 8.9 | $148M | 1.1M | 137.41 | |
| Liberty Global SHS CL C | 8.8 | $146M | 3.6M | 41.02 | |
| Delta Air Lines Inc Del Com New (DAL) | 7.4 | $123M | 2.8M | 44.87 | |
| Priceline Grp Com New | 7.0 | $116M | 94k | 1236.86 | |
| SBA Communications Corporation | 5.8 | $97M | 925k | 104.74 | |
| Msci (MSCI) | 5.7 | $95M | 1.6M | 59.46 | |
| Liberty Global Shs Cl A Call Option | 3.9 | $64M | 1.5M | 42.94 | |
| Crown Castle Intl (CCI) | 3.6 | $59M | 750k | 78.87 | |
| Charter Communications Inc D Cl A New | 3.2 | $53M | 300k | 175.85 | |
| JD Spon Adr Cl A (JD) | 2.7 | $46M | 1.8M | 26.06 | |
| Xpo Logistics Inc equity (XPO) | 2.6 | $43M | 1.8M | 23.83 | |
| Liberty Global Lilac Shs Cl C | 0.3 | $5.6M | 165k | 34.24 |
