Darsana Capital Partners as of Dec. 31, 2023
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 13.6 | $382M | 3.5M | 109.04 | |
| Hilton Worldwide Holdings (HLT) | 13.0 | $364M | 2.0M | 182.09 | |
| Meta Platforms Cl A (META) | 12.6 | $354M | 1.0M | 353.96 | |
| Comcast Corp Cl A (CMCSA) | 11.7 | $329M | 7.5M | 43.85 | |
| Constellation Brands Cl A (STZ) | 11.2 | $314M | 1.3M | 241.75 | |
| Bank of America Corporation (BAC) | 9.0 | $253M | 7.5M | 33.67 | |
| New York Times Cl A (NYT) | 8.7 | $245M | 5.0M | 48.99 | |
| Kkr & Co (KKR) | 7.7 | $215M | 2.6M | 82.85 | |
| Bath & Body Works In (BBWI) | 6.2 | $173M | 4.0M | 43.16 | |
| Tempur-Pedic International (TPX) | 4.5 | $127M | 2.5M | 50.97 | |
| Gray Television (GTN) | 1.7 | $47M | 5.2M | 8.96 |
