Darsana Capital Partners as of Dec. 31, 2021
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 13 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Cl A (NYT) | 19.0 | $411M | 8.5M | 48.30 | |
| Comcast Corp Cl A (CMCSA) | 15.1 | $327M | 6.5M | 50.33 | |
| Rh (RH) | 13.6 | $295M | 550k | 535.94 | |
| Guidewire Software (GWRE) | 13.1 | $284M | 2.5M | 113.53 | |
| Shopify Cl A (SHOP) | 9.2 | $200M | 145k | 1377.39 | |
| Meta Platforms Cl A (META) | 7.8 | $168M | 500k | 336.35 | |
| Ferrari Nv Ord (RACE) | 6.0 | $129M | 500k | 258.82 | |
| Warner Music Group Corp Com Cl A (WMG) | 6.0 | $129M | 3.0M | 43.18 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 4.9 | $106M | 3.0M | 35.37 | |
| Peloton Interactive Cl A Com (PTON) | 3.0 | $64M | 1.8M | 35.76 | |
| Novocure Ord Shs (NVCR) | 0.9 | $19M | 259k | 75.08 | |
| Gray Television (GTN) | 0.9 | $19M | 916k | 20.16 | |
| Didi Global Sponsored Ads (DIDIY) | 0.6 | $12M | 2.4M | 4.98 |
