Darsana Capital Partners LP
CIK Number: 0001609098
3.44B
Market Value
13
# of Holdings
7 months
Avg. Holding Period
25.00%
Win Rate
38.30%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Softw... | 253.26 | +1.05% | 2.3M | 0.00% | 387.73M | 114.21 | 11.80% |
| 2 | HCA | HCA Healthcare,... | 371.09 | -0.16% | 1.23M | +6.52% | 367.68M | 323.38 | 11.19% |
| 3 | NYT | The New York Ti... | 55.62 | +0.05% | 5.75M | +15.00% | 299.29M | 34.03 | 9.11% |
| 4 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 1.5M | -25% | 283.95M | 165.85 | 8.64% |
| 5 | STZ | Constellation B... | 164.86 | -2.92% | 1.25M | -1.64% | 276.25M | 247.3 | 8.41% |
| 6 | SHC | Sotera Health C... | 11.45 | -2.55% | 20.01M | 0.00% | 273.74M | 16.07 | 8.33% |
| 7 | TDG | TransDigm Group... | 1439.32 | +0.24% | 200K | +21.21% | 253.46M | 1255.27 | 7.71% |
| 8 | HLT | Hilton Worldwid... | 243.97 | -2.62% | 1M | -33.33% | 247.16M | 139.15 | 7.52% |
| 9 | WMG | Warner Music Gr... | 26.34 | -0.62% | 6M | +7.21K% | 186M | 31 | 5.66% |
| 10 | SATS | EchoStar Corpor... | 16.84 | -6.83% | 7M | +133.33% | 160.3M | 21.62 | 4.88% |
| 11 | AER | AerCap Holdings... | 115.78 | -0.4% | 1M | 0.00% | 95.7M | 94.72 | 2.91% |
| 12 | FWONK | Formula One Gro... | 96.71 | -0.74% | 557K | +100.00% | 51.61M | 92.66 | 1.57% |
| 13 | FWONA | Formula One Gro... | 87.09 | -0.92% | 73.84K | +100.00% | 6.21M | 84.04 | 0.19% |