Darsana Capital Partners as of Dec. 31, 2024
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 14 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tempur-Pedic International (SGI) | 12.1 | $397M | 7.0M | 56.69 | |
| Guidewire Software (GWRE) | 11.8 | $388M | 2.3M | 168.58 | |
| Hca Holdings (HCA) | 11.2 | $368M | 1.2M | 300.15 | |
| New York Times Cl A (NYT) | 9.1 | $299M | 5.8M | 52.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.6 | $284M | 1.5M | 189.30 | |
| Constellation Brands Cl A (STZ) | 8.4 | $276M | 1.3M | 221.00 | |
| Sotera Health (SHC) | 8.3 | $274M | 20M | 13.68 | |
| TransDigm Group Incorporated (TDG) | 7.7 | $254M | 200k | 1267.28 | |
| Hilton Worldwide Holdings (HLT) | 7.5 | $247M | 1.0M | 247.16 | |
| Warner Music Group Corp Com Cl A (WMG) | 5.7 | $186M | 6.0M | 31.00 | |
| Echostar Corp Cl A (SATS) | 4.9 | $160M | 7.0M | 22.90 | |
| Aercap Holdings Nv SHS (AER) | 2.9 | $96M | 1.0M | 95.70 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.6 | $52M | 557k | 92.66 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.2 | $6.2M | 74k | 84.04 |
