Darsana Capital Partners Lp Top Holdings and 13F Report (2024) About Darsana Capital Partners LpInvestment ActivityDarsana Capital Partners Lp has $4.06 billion in total holdings as of September 30, 2024.Darsana Capital Partners Lp owns shares of 15 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 18.35% of the portfolio was purchased this quarter.About 18.04% of the portfolio was sold this quarter.This quarter, Darsana Capital Partners Lp has purchased 14 new stocks and bought additional shares in 2 stocks.Darsana Capital Partners Lp sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings HCA Healthcare $467,394,500Guidewire Software $420,762,000Tempur Sealy International $382,200,000Hilton Worldwide $345,750,000Sotera Health $334,167,000 Largest New Holdings this Quarter Alphabet $331,700,000 HoldingAerCap $94,720,000 HoldingWarner Music Group $2,570,387 Holding Largest Purchases this Quarter Alphabet 2,000,000 shares (about $331.70M)Sotera Health 17,560,636 shares (about $293.26M)AerCap 1,000,000 shares (about $94.72M)EchoStar 927,695 shares (about $23.03M)Warner Music Group 82,121 shares (about $2.57M) Largest Sales this Quarter Guidewire Software 950,000 shares (about $173.79M)New York Times 1,250,000 shares (about $69.59M)Comcast 1,500,000 shares (about $62.66M)Bank of America 500,000 shares (about $19.84M)Constellation Brands 29,200 shares (about $7.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDarsana Capital Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHCAHCA Healthcare$467,394,5000.0%1,150,00011.5%MedicalGWREGuidewire Software$420,762,000$173,793,000 ▼-29.2%2,300,00010.4%Computer and TechnologyTPXTempur Sealy International$382,200,0000.0%7,000,0009.4%Retail/WholesaleHLTHilton Worldwide$345,750,0000.0%1,500,0008.5%Consumer DiscretionarySHCSotera Health$334,167,000$293,262,621 ▲716.9%20,010,0008.2%MedicalCMCSAComcast$334,160,000$62,655,000 ▼-15.8%8,000,0008.2%Consumer DiscretionaryGOOGLAlphabet$331,700,000$331,700,000 ▲New Holding2,000,0008.2%Computer and TechnologySTZConstellation Brands$327,472,452$7,524,548 ▼-2.2%1,270,8008.1%Consumer StaplesNYTNew York Times$278,350,000$69,587,500 ▼-20.0%5,000,0006.9%Consumer StaplesBACBank of America$238,080,000$19,840,000 ▼-7.7%6,000,0005.9%FinanceTDGTransDigm Group$235,476,4500.0%165,0005.8%AerospaceSCHWCharles Schwab$194,430,0000.0%3,000,0004.8%FinanceAERAerCap$94,720,000$94,720,000 ▲New Holding1,000,0002.3%FinanceSATSEchoStar$74,460,000$23,025,390 ▲44.8%3,000,0001.8%Computer and TechnologyWMGWarner Music Group$2,570,387$2,570,387 ▲New Holding82,1210.1%Consumer DiscretionaryMETAMeta Platforms$0$378,165,000 ▼-100.0%00.0%Computer and TechnologyGTNGray Television$0$21,278,728 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
