Darsana Capital Partners LP Portfolio Holdings by Sector

Darsana Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$396,830 12.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$387,734 12.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$367,683 11.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$299,287 9.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$283,950 8.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$276,250 8.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$273,736 8.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$253,456 7.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$247,160 7.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WMG 1 stocks	$186,000 5.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS 1 stocks	$160,300 4.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$95,700 2.96% of portfolio	-	-	-	-	0 Calls 0 Puts

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