Darsana Capital Partners as of March 31, 2016
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 16 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Baidu (BIDU) | 21.1 | $477M | 2.5M | 190.88 | |
Spirit AeroSystems Holdings (SPR) | 10.5 | $238M | 5.3M | 45.36 | |
Delta Air Lines (DAL) | 9.0 | $203M | 4.2M | 48.68 | |
Hilton Worlwide Hldgs | 8.0 | $180M | 8.0M | 22.52 | |
SBA Communications Corporation | 6.8 | $154M | 1.5M | 100.17 | |
Adobe Systems Incorporated (ADBE) | 6.2 | $141M | 1.5M | 93.80 | |
Liberty Global Inc C | 5.9 | $133M | 3.6M | 37.56 | |
Msci (MSCI) | 5.7 | $130M | 1.8M | 74.08 | |
Carter's (CRI) | 5.3 | $121M | 1.2M | 105.38 | |
priceline.com Incorporated | 5.1 | $116M | 90k | 1288.96 | |
Twenty-first Century Fox | 5.0 | $114M | 4.1M | 27.88 | |
Dollar Tree (DLTR) | 4.5 | $101M | 1.2M | 82.46 | |
Jd (JD) | 2.0 | $46M | 1.8M | 26.50 | |
At&t (T) | 1.7 | $39M | 1.0M | 39.17 | |
Crown Castle Intl (CCI) | 1.6 | $35M | 406k | 86.50 | |
Facebook Inc cl a (META) | 1.5 | $34M | 300k | 114.10 |