Darsana Capital Partners as of March 31, 2024
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 12.2 | $379M | 3.3M | 116.71 | |
| Constellation Brands Cl A (STZ) | 11.4 | $353M | 1.3M | 271.76 | |
| Comcast Corp Cl A (CMCSA) | 10.4 | $325M | 7.5M | 43.35 | |
| Hilton Worldwide Holdings (HLT) | 10.3 | $320M | 1.5M | 213.31 | |
| Bank of America Corporation (BAC) | 9.1 | $284M | 7.5M | 37.92 | |
| Tempur-Pedic International (TPX) | 9.1 | $284M | 5.0M | 56.82 | |
| Hca Holdings (HCA) | 8.0 | $250M | 750k | 333.53 | |
| Meta Platforms Cl A (META) | 7.8 | $243M | 500k | 485.58 | |
| New York Times Cl A (NYT) | 6.9 | $216M | 5.0M | 43.22 | |
| Kkr & Co (KKR) | 6.5 | $201M | 2.0M | 100.58 | |
| Bath & Body Works In (BBWI) | 4.8 | $150M | 3.0M | 50.02 | |
| Charles Schwab Corporation (SCHW) | 2.3 | $72M | 1.0M | 72.34 | |
| Gray Television (GTN) | 1.1 | $33M | 5.2M | 6.32 |
