Filed: 11/14/2023ACC: 0001172661-23-004032
📋 What this filing means
DARSANA CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $2.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$2.04B
Total AUM (reported)
33.70M
Total Shares
Allocation by class
COM$1.05B51.7%
CL A$986.11M48.3%
Portfolio Concentration
Top 3$861.98M42.3%
4–10$1.18B57.7%
Top 3 weight
42.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 33.70M
Sole
Full voting authority
33.70M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
META PLATFORMS INC
SOLEShares1.05M
TypeSH
Market value$315.22M
15.46%
Sole
1.05M
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares2M
TypeSH
Market value$300.36M
14.73%
Sole
2M
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares4M
TypeSH
Market value$246.40M
12.08%
Sole
4M
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares5.53M
TypeSH
Market value$244.98M
12.01%
Sole
5.53M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares2.50M
TypeSH
Market value$225.00M
11.03%
Sole
2.50M
Shared
0.00
None
0.00
CONSTELLATION BRANDS INC
SOLEShares875K
TypeSH
Market value$219.91M
10.78%
Sole
875K
Shared
0.00
None
0.00
NEW YORK TIMES CO
SOLEShares5M
TypeSH
Market value$206.00M
10.10%
Sole
5M
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares6.50M
TypeSH
Market value$177.97M
8.73%
Sole
6.50M
Shared
0.00
None
0.00
BATH & BODY WORKS INC
SOLEShares2.25M
TypeSH
Market value$76.05M
3.73%
Sole
2.25M
Shared
0.00
None
0.00
GRAY TELEVISION INC
SOLEShares4M
TypeSH
Market value$27.68M
1.36%
Sole
4M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 1.05M | SH | $315.22M 15.46% | 1.05M | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 2M | SH | $300.36M 14.73% | 2M | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 4M | SH | $246.40M 12.08% | 4M | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 5.53M | SH | $244.98M 12.01% | 5.53M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 2.50M | SH | $225.00M 11.03% | 2.50M | 0.00 | 0.00 |
CONSTELLATION BRANDS INCSOLE | CL A | 875K | SH | $219.91M 10.78% | 875K | 0.00 | 0.00 |
NEW YORK TIMES COSOLE | CL A | 5M | SH | $206.00M 10.10% | 5M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 6.50M | SH | $177.97M 8.73% | 6.50M | 0.00 | 0.00 |
BATH & BODY WORKS INCSOLE | COM | 2.25M | SH | $76.05M 3.73% | 2.25M | 0.00 | 0.00 |
GRAY TELEVISION INCSOLE | COM | 4M | SH | $27.68M 1.36% | 4M | 0.00 | 0.00 |