Darsana Capital Partners LP Portfolio Holdings by Sector

Darsana Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology GWRE 1 stocks	$379,307 12.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$353,288 11.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$325,125 10.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$319,965 10.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$284,400 9.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$284,100 9.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$250,147 8.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$242,790 7.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$216,100 6.94% of portfolio	-	-	-	-	0 Calls 0 Puts

Asset Management \| Financial Services KKR 1 stocks	$201,160 6.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBWI 1 stocks	$150,060 4.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$72,340 2.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Broadcasting \| Communication Services GTN 1 stocks	$33,130 1.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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