Darsana Capital Partners as of March 31, 2017
Portfolio Holdings for Darsana Capital Partners
Darsana Capital Partners holds 13 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alphabet Inc Class C cs (GOOG) | 19.7 | $398M | 480k | 829.56 | |
Spirit AeroSystems Holdings (SPR) | 18.6 | $377M | 6.5M | 57.92 | |
Bank of America Corporation (BAC) | 8.8 | $177M | 7.5M | 23.59 | |
Msci (MSCI) | 7.9 | $160M | 1.7M | 97.19 | |
Dollar Tree (DLTR) | 7.7 | $155M | 2.0M | 78.46 | |
Carter's (CRI) | 6.2 | $126M | 1.4M | 89.80 | |
priceline.com Incorporated | 6.2 | $125M | 70k | 1779.97 | |
Liberty Global Inc C | 6.1 | $123M | 3.5M | 35.04 | |
Autodesk (ADSK) | 6.0 | $121M | 1.4M | 86.47 | |
Facebook Inc cl a (META) | 5.8 | $117M | 825k | 142.05 | |
Baidu (BIDU) | 3.6 | $73M | 425k | 172.52 | |
At&t (T) | 2.1 | $42M | 1.0M | 41.55 | |
Silver Bay Rlty Tr | 1.3 | $27M | 1.3M | 21.47 |