Darsana Capital Partners as of June 30, 2024
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 14 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 12.2 | $448M | 3.3M | 137.89 | |
| Meta Platforms Cl A (META) | 10.3 | $378M | 750k | 504.22 | |
| Comcast Corp Cl A (CMCSA) | 10.2 | $372M | 9.5M | 39.16 | |
| Hca Holdings (HCA) | 10.1 | $370M | 1.2M | 321.28 | |
| Constellation Brands Cl A (STZ) | 9.1 | $335M | 1.3M | 257.28 | |
| Tempur-Pedic International (TPX) | 9.1 | $331M | 7.0M | 47.34 | |
| Hilton Worldwide Holdings (HLT) | 8.9 | $327M | 1.5M | 218.20 | |
| New York Times Cl A (NYT) | 8.7 | $320M | 6.3M | 51.21 | |
| Bank of America Corporation (BAC) | 7.1 | $259M | 6.5M | 39.77 | |
| Charles Schwab Corporation (SCHW) | 6.0 | $221M | 3.0M | 73.69 | |
| TransDigm Group Incorporated (TDG) | 5.8 | $211M | 165k | 1277.61 | |
| Echostar Corp Cl A (SATS) | 1.0 | $37M | 2.1M | 17.81 | |
| Sotera Health (SHC) | 0.8 | $29M | 2.4M | 11.87 | |
| Gray Television (GTN) | 0.6 | $21M | 4.1M | 5.20 |
