Darsana Capital Partners as of June 30, 2022
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New York Times Cl A (NYT) | 12.8 | $237M | 8.5M | 27.90 | |
| Ferrari Nv Ord (RACE) | 12.4 | $229M | 1.3M | 183.48 | |
| Comcast Corp Cl A (CMCSA) | 11.6 | $216M | 5.5M | 39.24 | |
| Rh (RH) | 10.9 | $202M | 950k | 212.26 | |
| Guidewire Software (GWRE) | 9.6 | $178M | 2.5M | 70.99 | |
| Five Below (FIVE) | 8.7 | $162M | 1.4M | 113.43 | |
| Doordash Cl A (DASH) | 8.6 | $160M | 2.5M | 64.17 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 6.1 | $113M | 7.0M | 16.20 | |
| Hilton Worldwide Holdings (HLT) | 6.0 | $111M | 1.0M | 111.44 | |
| Warner Music Group Corp Com Cl A (WMG) | 5.9 | $110M | 4.5M | 24.36 | |
| Gray Television (GTN) | 3.8 | $70M | 4.1M | 16.89 | |
| Peloton Interactive Cl A Com (PTON) | 3.7 | $69M | 7.5M | 9.18 |
