Darsana Capital Partners as of Dec. 31, 2017
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 15 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spirit AeroSystems Holdings (SPR) | 17.6 | $480M | 5.5M | 87.25 | |
| Alphabet Inc Class C cs (GOOG) | 16.4 | $445M | 425k | 1046.40 | |
| New York Times Company (NYT) | 9.9 | $269M | 15M | 18.50 | |
| Bank of America Corporation (BAC) | 7.9 | $214M | 7.3M | 29.52 | |
| Autodesk (ADSK) | 7.1 | $194M | 1.9M | 104.83 | |
| Carter's (CRI) | 6.9 | $188M | 1.6M | 117.49 | |
| Netflix (NFLX) | 5.6 | $154M | 800k | 191.96 | |
| priceline.com Incorporated | 5.6 | $152M | 88k | 1737.74 | |
| Altaba | 5.1 | $140M | 2.0M | 69.85 | |
| TransDigm Group Incorporated (TDG) | 4.5 | $124M | 450k | 274.62 | |
| Ferrari Nv Ord (RACE) | 4.1 | $111M | 1.1M | 104.84 | |
| Facebook Inc cl a (META) | 3.9 | $106M | 600k | 176.46 | |
| Gray Television (GTN) | 3.7 | $101M | 6.0M | 16.75 | |
| Social Cap Hedosophia Hldgs unit 99/99/9999 | 1.4 | $37M | 3.5M | 10.60 | |
| Alibaba Group Holding (BABA) | 0.3 | $8.6M | 50k | 172.44 |
