Filer Name: DARSANA CAPITAL PARTNERS LP
CIK: 1609098
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 14
Portfolio Value: $3.29B

Darsana Capital Partners Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
TPX US TEMPUR SEALY INTERNATIONAL I 7,000,000 $397M 12.08% - -
GWRE US GUIDEWIRE SOFTWARE INC 2,300,000 $388M 11.80% - -
HCA US HCA HEALTHCARE INC 1,225,000 $368M 11.19% 6.5% -
NYT US NEW YORK TIMES CO-A 5,750,000 $299M 9.11% 15.0% -
GOOGL US ALPHABET INC-CL A 1,500,000 $284M 8.64% -25.0% -
STZ US CONSTELLATION BRANDS INC-A 1,250,000 $276M 8.41% -1.6% -
SHC US SOTERA HEALTH CO 20,010,000 $274M 8.33% - -
TDG US TRANSDIGM GROUP INC 200,000 $253M 7.71% 21.2% -
HLT US HILTON WORLDWIDE HOLDINGS IN 1,000,000 $247M 7.52% -33.3% -
WMG US WARNER MUSIC GROUP CORP-CL A 6,000,000 $186M 5.66% 7206.3% -
SATS US ECHOSTAR CORP-A 7,000,000 $160M 4.88% 133.3% -
AER US AERCAP HOLDINGS NV 1,000,000 $96M 2.91% - -
FWONK US LIBERTY MEDIA CORP-LIB-NEW-C 557,000 $52M 1.57% 100.0% -
FWONA US LIBERTY MEDIA CORP-LIB-NEW-A 73,836 $6M 0.19% 100.0% -
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