Darsana Capital Partners LP Portfolio Holdings by Sector

Darsana Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Care Facilities \| Healthcare HCA 1 stocks	$431,937 14.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$430,928 14.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$403,200 13.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$310,000 10.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$276,658 9.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX 1 stocks	$243,560 7.96% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$233,316 7.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WMG 1 stocks	$219,450 7.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS 1 stocks	$198,458 6.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$176,130 5.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$102,170 3.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$34,132 1.12% of portfolio	-	1	-	-	0 Calls 0 Puts

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