Darsana Capital Partners Lp
Basic Stats
Market Value
3.29B
Top 10 (%)
90.4%
Portfolio Size (Change from Prev.)
14 (-1)
Avg. Holding Period
7 years
Turnover
0.4%
Industry Breakdown
Household Furniture
12.1%
Services-prepackaged Software
11.8%
Services-general Medical & Surgical Hospitals, Nec
11.2%
Newspapers: Publishing Or Publishing & Printing
9.1%
Services-computer Programming, Data Processing, Etc.
8.6%
Beverages
8.4%
Services-misc Health & Allied Services, Nec
8.3%
Aircraft Parts & Auxiliary Equipment, Nec
7.7%
Hotels & Motels
7.5%
Services-amusement & Recreation Services
5.7%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 TPX | Tempur Sealy Intl Inc | 396.83M | 12.1% | 7.0M | — | — | 57.00 | 4.0% |
 GWRE | Guidewire Software Inc | 387.73M | 11.8% | 2.3M | — | — | 169.00 | 2.8% |
 HCA | Hca Healthcare Inc | 367.68M | 11.2% | 1.2M | 6.5% | 75.0K | 300.00 | 0.5% |
 NYT | New York Times Co | 299.29M | 9.1% | 5.8M | 15.0% | 750.0K | 52.00 | 3.5% |
 GOOGL | Alphabet Inc | 283.95M | 8.6% | 1.5M | -25.0% | -500.0K | 189.00 | 0.0% |
 STZ | Constellation Brands Inc | 276.25M | 8.4% | 1.3M | -1.6% | -20.8K | 221.00 | 0.7% |
 SHC | Sotera Health Co | 273.74M | 8.3% | 20.0M | — | — | 14.00 | 7.1% |
 TDG | Transdigm Group Inc | 253.46M | 7.7% | 200.0K | 21.2% | 35.0K | 1.27K | 0.3% |
 HLT | Hilton Worldwide Hldgs Inc | 247.16M | 7.5% | 1.0M | -33.3% | -500.0K | 247.00 | 0.4% |
 WMG | Warner Music Group Corp | 186.00M | 5.7% | 6.0M | 7,206.3% | 5.9M | 31.00 | 0.4% |
 SATS | Echostar Corp | 160.30M | 4.9% | 7.0M | 133.3% | 4.0M | 23.00 | 2.6% |
 AER | Aercap Holdings Nv | 95.70M | 2.9% | 1.0M | — | — | 96.00 | 0.5% |
 FWONK | Liberty Media Corp Del | 51.61M | 1.6% | 557.0K | New Buy | 557.0K | 93.00 | 0.2% |
 FWONA | Liberty Media Corp Del | 6.21M | 0.2% | 73.8K | New Buy | 73.8K | 84.00 | 0.0% |
 CMCSA | Comcast Corp New | — | — | — | Sold Out | -8.0M | 41.00 | — |