Darsana Capital Partners as of Sept. 30, 2018
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 16 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spirit AeroSystems Holdings (SPR) | 17.2 | $550M | 6.0M | 91.67 | |
| New York Times Company (NYT) | 10.9 | $347M | 15M | 23.15 | |
| Autodesk (ADSK) | 10.6 | $340M | 2.2M | 156.11 | |
| Ferrari Nv Ord (RACE) | 10.4 | $333M | 2.4M | 136.91 | |
| Booking Holdings (BKNG) | 8.7 | $278M | 140k | 1984.00 | |
| Alphabet Inc Class C cs (GOOG) | 7.5 | $239M | 200k | 1193.47 | |
| Bank of America Corporation (BAC) | 6.0 | $192M | 6.5M | 29.46 | |
| Baidu (BIDU) | 5.0 | $160M | 700k | 228.68 | |
| Metropcs Communications (TMUS) | 4.8 | $154M | 2.2M | 70.18 | |
| Gray Television (GTN) | 4.4 | $140M | 8.0M | 17.50 | |
| Altaba | 4.0 | $126M | 1.9M | 68.12 | |
| Boeing Company (BA) | 3.1 | $100M | 270k | 371.90 | |
| Dollar Tree (DLTR) | 2.6 | $82M | 1.0M | 81.55 | |
| Netflix (NFLX) | 2.0 | $66M | 175k | 374.13 | |
| Novocure Ltd ord (NVCR) | 1.4 | $43M | 825k | 52.40 | |
| Facebook Inc cl a (META) | 1.3 | $41M | 250k | 164.46 |
