Darsana Capital Partners

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