Darsana Capital Partners LP Portfolio Holdings

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.