Darsana Capital Partners as of Sept. 30, 2017
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 16 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spirit AeroSystems Holdings (SPR) | 18.0 | $428M | 5.5M | 77.72 | |
| Bank of America Corporation (BAC) | 10.7 | $253M | 10M | 25.34 | |
| Alphabet Inc Class C cs (GOOG) | 9.9 | $235M | 245k | 959.11 | |
| Autodesk (ADSK) | 7.9 | $188M | 1.7M | 112.26 | |
| Carter's (CRI) | 6.7 | $158M | 1.6M | 98.75 | |
| New York Times Company (NYT) | 6.6 | $157M | 8.0M | 19.60 | |
| Netflix (NFLX) | 6.1 | $145M | 800k | 181.35 | |
| Altaba | 5.6 | $133M | 2.0M | 66.24 | |
| Ferrari Nv Ord (RACE) | 5.5 | $130M | 1.2M | 110.48 | |
| Facebook Inc cl a (META) | 5.2 | $124M | 725k | 170.87 | |
| TransDigm Group Incorporated (TDG) | 4.8 | $115M | 450k | 255.65 | |
| priceline.com Incorporated | 4.6 | $110M | 60k | 1830.82 | |
| Alibaba Group Holding (BABA) | 3.6 | $86M | 500k | 172.71 | |
| Gray Television (GTN) | 2.2 | $52M | 3.3M | 15.70 | |
| Social Cap Hedosophia Hldgs unit 99/99/9999 | 1.6 | $37M | 3.5M | 10.55 | |
| Msci (MSCI) | 0.9 | $22M | 190k | 116.90 |
