Darsana Capital Partners LP Portfolio Holdings

Darsana Capital Partners LP

  • $3.11 Billion
  • Q1 2024

Darsana Capital Partners LP has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.11 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Guidewire Software, Inc. with a value of $379M, Constellation Brands, Inc. with a value of $353M, Comcast Corp with a value of $325M, Hilton Worldwide Holdings Inc. with a value of $320M, and Bank Of America Corp with a value of $284M.

Examining the 13F form we can see an increase of $309M in the current position value, from $2.8B to 3.11B.

Darsana Capital Partners LP is based out at New York, NY

Below you can find more details about Darsana Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $3.11 Billion
Communication Services: $817 Million
Consumer Cyclical: $754 Million
Financial Services: $558 Million
Technology: $379 Million
Consumer Defensive: $353 Million
Healthcare: $250 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.58B
$379 Million 12.19% of portfolio
3,250,000
Q1 2024 Reduced 7.14%
$40.3B
$353 Million 11.35% of portfolio
1,300,000
Q4 2023 Added 48.57%
$176B
$325 Million 10.45% of portfolio
7,500,000
Q4 2023 Added 35.75%
$54.3B
$320 Million 10.28% of portfolio
1,500,000
Q1 2024 Reduced 25.0%
$321B
$284 Million 9.14% of portfolio
7,500,000
Q4 2023 Added 15.38%
$8.84B
$284 Million 9.13% of portfolio
5,000,000
Q1 2024 Added 100.0%
$97.5B
$250 Million 8.04% of portfolio
750,000
Q1 2024 New
$1.05T
$243 Million 7.8% of portfolio
500,000
Q1 2024 Reduced 50.0%
$8.47B
$216 Million 6.94% of portfolio
5,000,000
Q1 2023 Reduced 4.3%
$88.4B
$201 Million 6.46% of portfolio
2,000,000
Q1 2024 Reduced 23.08%
$11.9B
$150 Million 4.82% of portfolio
3,000,000
Q1 2024 Reduced 25.0%
$133B
$72.3 Million 2.32% of portfolio
1,000,000
Q1 2024 New
$534M
$33.1 Million 1.06% of portfolio
5,242,163
Q4 2023 Added 31.04%

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $3.11 Billion
  • Prior Value $2.8 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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