Darsana Capital Partners LP
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
14
- Value ($000)
$3,285,905
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001609098
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TPD TEMPUR SEALY INTL INC | COM | 88023U101 | $396.83M | 12 % | 7,000,000 | ||
GWRE GUIDEWIRE SOFTWARE INC | COM | 40171V100 | $387.73M | 12 % | 2,300,000 | ||
HCA HCA HEALTHCARE INC | COM | 40412C101 | $367.68M | 11 % | 1,225,000 | ||
NYT NEW YORK TIMES CO | CL A | 650111107 | $299.29M | 9 % | 5,750,000 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $283.95M | 9 % | 1,500,000 | ||
STZ CONSTELLATION BRANDS INC | CL A | 21036P108 | $276.25M | 8 % | 1,250,000 | ||
SHC SOTERA HEALTH CO | COM | 83601L102 | $273.74M | 8 % | 20,010,000 | ||
TRANSDIGM GROUP INC | COM | 893641100 | $253.46M | 8 % | 200,000 | ||
HLT HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | $247.16M | 8 % | 1,000,000 | ||
WMG WARNER MUSIC GROUP CORP | COM CL A | 934550203 | $186.00M | 6 % | 6,000,000 |
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