Darsana Capital Partners as of Sept. 30, 2023
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 10 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 15.5 | $315M | 1.1M | 300.21 | |
| Hilton Worldwide Holdings (HLT) | 14.7 | $300M | 2.0M | 150.18 | |
| Kkr & Co (KKR) | 12.1 | $246M | 4.0M | 61.60 | |
| Comcast Corp Cl A (CMCSA) | 12.0 | $245M | 5.5M | 44.34 | |
| Guidewire Software (GWRE) | 11.0 | $225M | 2.5M | 90.00 | |
| Constellation Brands Cl A (STZ) | 10.8 | $220M | 875k | 251.33 | |
| New York Times Cl A (NYT) | 10.1 | $206M | 5.0M | 41.20 | |
| Bank of America Corporation (BAC) | 8.7 | $178M | 6.5M | 27.38 | |
| Bath & Body Works In (BBWI) | 3.7 | $76M | 2.3M | 33.80 | |
| Gray Television (GTN) | 1.4 | $28M | 4.0M | 6.92 |
