Darsana Capital Partners LP Portfolio Holdings by Sector

Darsana Capital Partners LP

$4.06 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Care Facilities \| Healthcare HCA 1 stocks	$467,394 11.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$420,762 10.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$382,060 9.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$345,750 8.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$334,240 8.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$333,966 8.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$331,700 8.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$327,307 8.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$278,300 6.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$238,140 5.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$235,522 5.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$194,430 4.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$94,710 2.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS 1 stocks	$74,460 1.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WMG 1 stocks	$2,570 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts

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