Darsana Capital Partners as of Sept. 30, 2016
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 16 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spirit AeroSystems Holdings (SPR) | 16.1 | $323M | 7.3M | 44.54 | |
| priceline.com Incorporated | 11.0 | $221M | 150k | 1471.49 | |
| Hilton Worlwide Hldgs | 9.2 | $183M | 8.0M | 22.93 | |
| Msci (MSCI) | 8.8 | $176M | 2.1M | 83.94 | |
| Dollar Tree (DLTR) | 6.9 | $138M | 1.8M | 78.93 | |
| Liberty Global Inc C | 6.2 | $124M | 3.8M | 33.04 | |
| Facebook Inc cl a (META) | 5.8 | $115M | 900k | 128.27 | |
| Adobe Systems Incorporated (ADBE) | 5.4 | $109M | 1.0M | 108.54 | |
| Carter's (CRI) | 5.2 | $104M | 1.2M | 86.71 | |
| At&t (T) | 5.1 | $102M | 2.5M | 40.61 | |
| SBA Communications Corporation | 4.8 | $95M | 850k | 112.16 | |
| Baidu (BIDU) | 4.7 | $95M | 519k | 182.07 | |
| Bank of America Corporation (BAC) | 3.3 | $67M | 4.3M | 15.65 | |
| Chipotle Mexican Grill (CMG) | 3.2 | $64M | 150k | 423.50 | |
| Delta Air Lines (DAL) | 2.6 | $51M | 1.3M | 39.36 | |
| Twenty-first Century Fox | 1.8 | $36M | 1.5M | 24.22 |
