Darsana Capital Partners as of March 31, 2022
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 11 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Cl A (NYT) | 19.8 | $390M | 8.5M | 45.84 | |
| Ferrari Nv Ord (RACE) | 13.8 | $273M | 1.3M | 218.09 | |
| Comcast Corp Cl A (CMCSA) | 13.1 | $258M | 5.5M | 46.82 | |
| Rh (RH) | 12.4 | $245M | 750k | 326.09 | |
| Guidewire Software (GWRE) | 12.0 | $237M | 2.5M | 94.62 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 7.8 | $153M | 7.0M | 21.91 | |
| Doordash Cl A (DASH) | 7.4 | $147M | 1.3M | 117.19 | |
| Warner Music Group Corp Com Cl A (WMG) | 6.7 | $133M | 3.5M | 37.85 | |
| Hilton Worldwide Holdings (HLT) | 3.8 | $76M | 500k | 151.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $42M | 15k | 2793.00 | |
| Gray Television (GTN) | 1.0 | $20M | 916k | 22.07 |
