DARSANA CAPITAL PARTNERS LP

AUM: $6.73 B
13-F Portfolio Value: $2.80 B
Last 13-F Filed: Q4 2023
Concentration in top 10: 98.33%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
GWREGUIDEWIRE SOFTWARE INC13.62%3,500,000$381,640,0001,000,00040%$109.0413F
HLTHILTON WORLDWIDE HLDGS INC12.99%2,000,000$364,180,000No Change$182.0913F
METAMETA PLATFORMS INC12.63%1,000,000$353,960,000-50,000-4.76%$353.9613F
CMCSACOMCAST CORP NEW11.73%7,500,000$328,875,0001,975,00035.75%$43.8513F
STZCONSTELLATION BRANDS INC11.21%1,300,000$314,275,000425,00048.57%$241.7513F
BACBANK AMERICA CORP9.01%7,500,000$252,525,0001,000,00015.38%$33.6713F
NYTNEW YORK TIMES CO8.74%5,000,000$244,950,000No Change$48.9913F
KKRKKR & CO INC7.69%2,600,000$215,410,000-1,400,000-35%$82.8513F
BBWIBATH & BODY WORKS INC6.16%4,000,000$172,640,0001,750,00077.78%$43.1613F
TPXTEMPUR SEALY INTL INC4.55%2,500,000$127,425,0002,500,000New$50.9713F
GTNGRAY TELEVISION INC1.68%5,242,163$46,969,7801,241,72231.04%$8.9613F