Darsana Capital Partners as of Sept. 30, 2022
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 12 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corp Cl A (CMCSA) | 16.6 | $323M | 11M | 29.33 | |
| New York Times Cl A (NYT) | 12.5 | $244M | 8.5M | 28.75 | |
| Rh (RH) | 12.0 | $234M | 950k | 246.07 | |
| Ferrari Nv Ord (RACE) | 11.9 | $231M | 1.3M | 185.00 | |
| Five Below (FIVE) | 10.1 | $196M | 1.4M | 137.67 | |
| Guidewire Software (GWRE) | 7.9 | $154M | 2.5M | 61.58 | |
| Doordash Cl A (DASH) | 6.3 | $124M | 2.5M | 49.45 | |
| Hilton Worldwide Holdings (HLT) | 6.2 | $121M | 1.0M | 120.62 | |
| Warner Music Group Corp Com Cl A (WMG) | 5.4 | $104M | 4.5M | 23.21 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 4.2 | $81M | 5.5M | 14.80 | |
| Peloton Interactive Cl A Com (PTON) | 3.6 | $69M | 10M | 6.93 | |
| Gray Television (GTN) | 3.4 | $66M | 4.6M | 14.32 |
