Darsana Capital Partners as of Dec. 31, 2022
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corp Cl A (CMCSA) | 22.8 | $342M | 9.8M | 34.97 | |
| New York Times Cl A (NYT) | 11.3 | $170M | 5.2M | 32.46 | |
| Ferrari Nv Ord (RACE) | 10.7 | $161M | 750k | 214.22 | |
| Rh (RH) | 10.7 | $160M | 600k | 267.19 | |
| Guidewire Software (GWRE) | 10.4 | $156M | 2.5M | 62.56 | |
| Hilton Worldwide Holdings (HLT) | 8.4 | $126M | 1.0M | 126.36 | |
| Doordash Cl A (DASH) | 8.1 | $122M | 2.5M | 48.82 | |
| Five Below (FIVE) | 5.3 | $80M | 450k | 176.87 | |
| Peloton Interactive Cl A Com (PTON) | 5.3 | $79M | 10M | 7.94 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 3.5 | $52M | 6.0M | 8.74 | |
| Gray Television (GTN) | 3.4 | $51M | 4.6M | 11.19 |
