Darsana Capital Partners as of Dec. 31, 2015
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 13 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spirit AeroSystems Holdings (SPR) | 17.1 | $278M | 5.6M | 50.07 | |
Baidu (BIDU) | 12.5 | $203M | 1.1M | 189.04 | |
Twenty-first Century Fox | 10.4 | $170M | 6.3M | 27.16 | |
Delta Air Lines (DAL) | 9.4 | $153M | 3.0M | 50.69 | |
Liberty Global Inc C | 8.9 | $145M | 3.6M | 40.77 | |
Dollar Tree (DLTR) | 8.7 | $141M | 1.8M | 77.22 | |
Msci (MSCI) | 7.8 | $126M | 1.8M | 72.13 | |
SBA Communications Corporation | 7.1 | $116M | 1.1M | 105.07 | |
priceline.com Incorporated | 6.8 | $110M | 86k | 1274.94 | |
Crown Castle Intl (CCI) | 4.0 | $65M | 750k | 86.45 | |
Liberty Global Inc Com Ser A | 3.9 | $64M | 1.5M | 42.36 | |
Jd (JD) | 3.5 | $57M | 1.8M | 32.27 | |
Xpo Logistics Inc equity (XPO) | 0.2 | $3.1M | 113k | 27.25 |