Hedge Fund - Darsana Capital Partners
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | GWRE | 3,500,000 | $381,640,000 | +40% | 13.61% | ||
| 2. | HLT | 2,000,000 | $364,180,000 | 12.99% | |||
| 3. | META | 1,000,000 | $353,960,000 | -5% | 12.62% | ||
| 4. | CMCSA | 7,500,000 | $328,875,000 | +36% | 11.73% | ||
| 5. | STZ | 1,300,000 | $314,275,000 | +49% | 11.21% |
