Darsana Capital Partners as of Dec. 31, 2019
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 13 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Company (NYT) | 13.2 | $386M | 12M | 32.17 | |
| Spirit AeroSystems Holdings (SPR) | 11.2 | $328M | 4.5M | 72.88 | |
| Facebook Inc cl a (META) | 10.5 | $308M | 1.5M | 205.25 | |
| Netflix (NFLX) | 9.9 | $291M | 900k | 323.57 | |
| Autodesk (ADSK) | 9.5 | $280M | 1.5M | 183.46 | |
| Ferrari Nv Ord (RACE) | 9.0 | $265M | 1.6M | 165.54 | |
| Bank of America Corporation (BAC) | 7.8 | $229M | 6.5M | 35.22 | |
| Alphabet Inc Class C cs (GOOG) | 6.8 | $201M | 150k | 1337.02 | |
| Uber Technologies (UBER) | 6.1 | $178M | 6.0M | 29.74 | |
| Gray Television (GTN) | 5.8 | $172M | 8.0M | 21.44 | |
| Novocure Ltd ord (NVCR) | 3.9 | $114M | 1.4M | 84.27 | |
| Luckin Coffee (LKNCY) | 3.4 | $98M | 2.5M | 39.36 | |
| Boeing Company (BA) | 2.9 | $84M | 258k | 325.76 |
