Darsana Capital Partners as of Sept. 30, 2019
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 14 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spirit AeroSystems Holdings (SPR) | 18.1 | $489M | 6.0M | 82.24 | |
| New York Times Company (NYT) | 11.1 | $299M | 11M | 28.48 | |
| Alphabet Inc Class C cs (GOOG) | 9.5 | $256M | 210k | 1219.00 | |
| Bank of America Corporation (BAC) | 9.2 | $248M | 8.5M | 29.17 | |
| Autodesk (ADSK) | 9.2 | $247M | 1.7M | 147.70 | |
| Ferrari Nv Ord (RACE) | 9.1 | $247M | 1.6M | 154.09 | |
| Facebook Inc cl a (META) | 7.9 | $214M | 1.2M | 178.08 | |
| Netflix (NFLX) | 7.4 | $201M | 750k | 267.62 | |
| Gray Television (GTN) | 5.4 | $147M | 9.0M | 16.32 | |
| Boeing Company (BA) | 4.2 | $114M | 300k | 380.47 | |
| Uber Technologies (UBER) | 2.9 | $78M | 2.5M | 30.47 | |
| Novocure Ltd ord (NVCR) | 2.8 | $75M | 1.0M | 74.78 | |
| Luckin Coffee (LKNCY) | 1.8 | $48M | 2.5M | 19.00 | |
| Altaba | 1.3 | $36M | 1.9M | 19.48 |
