Darsana Capital Partners as of March 31, 2023
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corp Cl A (CMCSA) | 17.9 | $265M | 7.0M | 37.91 | |
| Guidewire Software (GWRE) | 13.8 | $205M | 2.5M | 82.05 | |
| New York Times Cl A (NYT) | 13.1 | $194M | 5.0M | 38.88 | |
| Meta Platforms Cl A (META) | 12.1 | $180M | 850k | 211.94 | |
| Hilton Worldwide Holdings (HLT) | 9.5 | $141M | 1.0M | 140.87 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.7 | $130M | 1.3M | 103.73 | |
| Rh (RH) | 8.2 | $122M | 500k | 243.55 | |
| Doordash Cl A (DASH) | 5.3 | $80M | 1.3M | 63.56 | |
| Ferrari Nv Ord (RACE) | 4.6 | $68M | 250k | 270.94 | |
| Peloton Interactive Cl A Com (PTON) | 3.8 | $57M | 5.0M | 11.34 | |
| Gray Television (GTN) | 2.7 | $40M | 4.6M | 8.72 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 0.3 | $4.4M | 497k | 8.94 |
