Darsana Capital Partners LP Portfolio Holdings

Darsana Capital Partners LP

  • $4.06 Billion
  • Q3 2024

Darsana Capital Partners LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.06 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hca Healthcare, Inc. with a value of $467M, Guidewire Software, Inc. with a value of $421M, Tempur Sealy International, Inc. with a value of $382M, Hilton Worldwide Holdings Inc. with a value of $346M, and Comcast Corp with a value of $334M.

Examining the 13F form we can see an increase of $403M in the current position value, from $3.66B to 4.06B.

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 $4.06 Billion
Communication Services: $947 Million
Healthcare: $801 Million
Consumer Cyclical: $728 Million
Technology: $495 Million
Financial Services: $433 Million
Industrials: $330 Million
Consumer Defensive: $327 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.3B
$467 Million 11.51% of portfolio
1,150,000
Q2 2024 Added 53.33%
$17.1B
$421 Million 10.36% of portfolio
2,300,000
Q3 2024 Reduced 29.23%
$9.43B
$382 Million 9.41% of portfolio
7,000,000
Q2 2024 Added 40.0%
$68.4B
$346 Million 8.51% of portfolio
1,500,000
Q1 2024 Reduced 25.0%
$191B
$334 Million 8.23% of portfolio
8,000,000
Q3 2024 Reduced 15.79%
$3.63B
$334 Million 8.22% of portfolio
20,010,000
Q3 2024 Added 716.95%
$1T
$332 Million 8.17% of portfolio
2,000,000
Q3 2024 New
$38.6B
$327 Million 8.06% of portfolio
1,270,800
Q3 2024 Reduced 2.25%
$8.96B
$278 Million 6.85% of portfolio
5,000,000
Q3 2024 Reduced 20.0%
$377B
$238 Million 5.86% of portfolio
6,000,000
Q3 2024 Reduced 7.69%
$68.4B
$236 Million 5.8% of portfolio
165,000
Q2 2024 New
$148B
$194 Million 4.79% of portfolio
3,000,000
Q2 2024 Added 200.0%
$24.1B
$94.7 Million 2.33% of portfolio
1,000,000
Q3 2024 New
$813M
$74.5 Million 1.83% of portfolio
3,000,000
Q3 2024 Added 44.77%
$4.37B
$2.57 Million 0.06% of portfolio
82,121
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $4.06 Billion
  • Prior Value $3.66 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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