Darsana Capital Partners LP
CIK 1609098 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- META15.46%
- HLT14.73%
- KKR12.08%
- CMCSA12.01%
- GWRE11.03%
- STZ10.78%
- NYT10.10%
- BAC8.73%
- BBWI3.73%
- GTN1.36%
Share classes counted separately100.01%
Portfolio value by quarter
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $315.22M | 15.46% | 1.05M shares | — | ↗▾ | |
| 02 | HLTHILTON WORLDWIDE HOLDINGS IN View history and evidence | $300.36M | 14.73% | 2.00M shares | — | ↗▾ | |
| 03 | KKRKKR & CO INC View history and evidence | $246.40M | 12.08% | 4.00M shares | — | ↗▾ | |
| 04 | CMCSACOMCAST CORP-CLASS ACL A View history and evidence | $244.98M | 12.01% | 5.53M shares | — | ↗▾ | |
| 05 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $225.00M | 11.03% | 2.50M shares | — | ↗▾ | |
| 06 | STZCONSTELLATION BRANDS INC-ACL A View history and evidence | $219.91M | 10.78% | 875.00K shares | — | ↗▾ | |
| 07 | NYTNEW YORK TIMES CO-ACL A View history and evidence | $206.00M | 10.10% | 5.00M shares | — | ↗▾ | |
| 08 | BACBANK OF AMERICA CORP View history and evidence | $177.97M | 8.73% | 6.50M shares | — | ↗▾ | |
| 09 | BBWIBATH & BODY WORKS INC View history and evidence | $76.05M | 3.73% | 2.25M shares | — | ↗▾ | |
| 10 | GTNGRAY MEDIA INC View history and evidence | $27.68M | 1.36% | 4.00M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DASH DOORDASH INC - A | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1609098 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2039575802
}Take these holdings further.
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