Investor

Darsana Capital Partners LP

Portfolio Total Value

$4,046,367,000.00

Number of Stocks

16

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
TPX $396,830,000.0 12.1%
No Change
7,000,000 $56.69 $0.0
Reduced 100.0%
$0.0 $0.0
GWRE $387,734,000.0 11.82%
No Change
2,300,000 $168.58 $128.19
Reduced 23.96%
$107.0 $209.15
HCA $367,683,000.0 11.21%
Added 6.52%
1,225,000 $300.15 $501.69
Added 67.15%
$278.68 $417.14
NYT $299,287,000.0 9.13%
Added 15.0%
5,750,000 $52.05 $68.11
Added 30.85%
$41.55 $58.16
GOOGL $283,950,000.0 8.66%
Reduced 25.0%
1,500,000 $189.3 $322.86
Added 70.55%
$130.67 $202.29
STZ $276,250,000.0 8.42%
Reduced 1.64%
1,250,000 $221.0 $164.33
Reduced 25.64%
$176.51 $274.87
SHC $273,736,000.0 8.35%
No Change
20,010,000 $13.68 $17.75
Added 29.75%
$10.71 $17.44
CMCSA $334,160,000.0 8.23%
No Change
8,000,000 $41.77 $31.37
Reduced 24.9%
$36.15 $47.11
TDG $253,456,000.0 7.73%
Added 21.21%
200,000 $1,267.28 $1,285.53
Added 1.44%
$1,058.94 $1,451.32
HLT $247,160,000.0 7.54%
Reduced 33.33%
1,000,000 $247.16 $314.38
Added 27.2%
$186.83 $259.01
BAC $238,080,000.0 5.86%
No Change
6,000,000 $39.68 $56.53
Added 42.46%
$32.35 $48.08
WMG $186,000,000.0 5.67%
Added 7206.29%
6,000,000 $31.0 $29.05
Reduced 6.29%
$27.06 $38.05
SATS $160,300,000.0 4.89%
Added 133.33%
7,000,000 $22.9 $111.61
Added 387.38%
$11.83 $30.08
SCHW $194,430,000.0 4.79%
No Change
3,000,000 $64.81 $105.08
Added 62.14%
$61.01 $83.35
AER $95,700,000.0 2.92%
No Change
1,000,000 $95.7 $140.07
Added 46.36%
$75.48 $100.81
$51,611,000.0 1.57%
No Change
557,000 $92.66 $nan
Reduced nan%
$nan $nan