Darsana Capital Partners as of Dec. 31, 2018
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 12 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spirit AeroSystems Holdings (SPR) | 20.4 | $487M | 6.8M | 72.09 | |
| Bank of America Corporation (BAC) | 14.9 | $357M | 15M | 24.64 | |
| New York Times Company (NYT) | 11.9 | $285M | 13M | 22.29 | |
| Autodesk (ADSK) | 9.8 | $235M | 1.8M | 128.61 | |
| Booking Holdings (BKNG) | 9.0 | $215M | 125k | 1722.42 | |
| Ferrari Nv Ord (RACE) | 8.7 | $209M | 2.1M | 99.44 | |
| Alphabet Inc Class C cs (GOOG) | 7.6 | $181M | 175k | 1035.61 | |
| Gray Television (GTN) | 4.9 | $118M | 8.0M | 14.74 | |
| Altaba | 4.5 | $107M | 1.9M | 57.94 | |
| Boeing Company (BA) | 4.2 | $100M | 309k | 322.50 | |
| Novocure Ltd ord (NVCR) | 3.0 | $72M | 2.2M | 33.48 | |
| Baidu (BIDU) | 1.0 | $25M | 155k | 158.60 |
