Darsana Capital Partners as of June 30, 2018
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 15 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spirit AeroSystems Holdings (SPR) | 16.1 | $516M | 6.0M | 85.91 | |
| New York Times Company (NYT) | 12.2 | $389M | 15M | 25.90 | |
| Autodesk (ADSK) | 8.9 | $285M | 2.2M | 131.09 | |
| Alphabet Inc Class C cs (GOOG) | 8.7 | $279M | 250k | 1115.65 | |
| Facebook Inc cl a (META) | 6.7 | $214M | 1.1M | 194.32 | |
| TransDigm Group Incorporated (TDG) | 5.9 | $190M | 550k | 345.14 | |
| Bank of America Corporation (BAC) | 5.7 | $183M | 6.5M | 28.19 | |
| Booking Holdings (BKNG) | 5.7 | $182M | 90k | 2027.09 | |
| Dollar Tree (DLTR) | 5.3 | $170M | 2.0M | 85.00 | |
| Baidu (BIDU) | 5.3 | $170M | 700k | 243.00 | |
| Ferrari Nv Ord (RACE) | 5.3 | $169M | 1.3M | 135.01 | |
| Altaba | 4.2 | $135M | 1.9M | 73.21 | |
| Gray Television (GTN) | 4.0 | $126M | 8.0M | 15.80 | |
| Metropcs Communications (TMUS) | 3.5 | $111M | 1.9M | 59.75 | |
| Netflix (NFLX) | 2.5 | $78M | 200k | 391.43 |
