Darsana Capital Partners as of Sept. 30, 2024
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 15 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hca Holdings (HCA) | 11.5 | $467M | 1.2M | 406.43 | |
| Guidewire Software (GWRE) | 10.4 | $421M | 2.3M | 182.94 | |
| Tempur-Pedic International (TPX) | 9.4 | $382M | 7.0M | 54.60 | |
| Hilton Worldwide Holdings (HLT) | 8.5 | $346M | 1.5M | 230.50 | |
| Sotera Health (SHC) | 8.2 | $334M | 20M | 16.70 | |
| Comcast Corp Cl A (CMCSA) | 8.2 | $334M | 8.0M | 41.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.2 | $332M | 2.0M | 165.85 | |
| Constellation Brands Cl A (STZ) | 8.1 | $328M | 1.3M | 257.69 | |
| New York Times Cl A (NYT) | 6.9 | $278M | 5.0M | 55.67 | |
| Bank of America Corporation (BAC) | 5.9 | $238M | 6.0M | 39.68 | |
| TransDigm Group Incorporated (TDG) | 5.8 | $236M | 165k | 1427.13 | |
| Charles Schwab Corporation (SCHW) | 4.8 | $194M | 3.0M | 64.81 | |
| Aercap Holdings Nv SHS (AER) | 2.3 | $95M | 1.0M | 94.72 | |
| Echostar Corp Cl A (SATS) | 1.8 | $75M | 3.0M | 24.82 | |
| Warner Music Group Corp Com Cl A (WMG) | 0.1 | $2.6M | 82k | 31.30 |
