Darsana Capital Partners as of June 30, 2023
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 9 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corp Cl A (CMCSA) | 18.8 | $291M | 7.0M | 41.55 | |
| Meta Platforms Cl A (META) | 18.5 | $287M | 1.0M | 286.98 | |
| Hilton Worldwide Holdings (HLT) | 16.4 | $255M | 1.8M | 145.55 | |
| Kkr & Co (KKR) | 14.4 | $224M | 4.0M | 56.00 | |
| New York Times Cl A (NYT) | 12.7 | $197M | 5.0M | 39.38 | |
| Guidewire Software (GWRE) | 12.3 | $190M | 2.5M | 76.08 | |
| Constellation Brands Cl A (STZ) | 3.6 | $55M | 225k | 246.13 | |
| Doordash Cl A (DASH) | 2.8 | $44M | 575k | 76.42 | |
| Gray Television (GTN) | 0.5 | $7.2M | 916k | 7.88 |
