13F-HR filed by Darsana Capital Partners LP
Darsana Capital Partners LP filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-08-15, with 12 holding rows worth $1,856,754,000.
- Accession
- 0001172661-22-001848
- Filer
- CIK 1609098
- Filed
- 2022-08-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2022
A holdings report, 12 entries on the cover page, a total value of $1,856,754,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,856,754,000 with VALUE read as thousands by filing date, 13F file number 028-16637. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 8,500,000 | $237,150,000 | thousands by filing date | |
| FERRARI N V | N3167Y103 | COM | 1,250,000 | $229,350,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 5,500,000 | $215,820,000 | thousands by filing date | |
| RH | 74967X103 | COM | 950,000 | $201,647,000 | thousands by filing date | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 2,500,000 | $177,475,000 | thousands by filing date | |
| FIVE BELOW INC COM | 33829M101 | Stock | 1,425,000 | $161,638,000 | thousands by filing date | |
| DOORDASH INC CL A | 25809K105 | Stock | 2,500,000 | $160,425,000 | thousands by filing date | |
| COMMERCE.COM INC | 08975P108 | COM SER 1 | 7,000,000 | $113,400,000 | thousands by filing date | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 1,000,000 | $111,440,000 | thousands by filing date | |
| WARNER MUSIC GROUP CORP | 934550203 | COM CL A | 4,500,000 | $109,620,000 | thousands by filing date | |
| GRAY MEDIA INC | 389375106 | COMMON STOCK | 4,140,863 | $69,939,000 | thousands by filing date | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 7,500,000 | $68,850,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-22-001848 | this filing | 2022-08-15 | acceptance time not in the bulk data set |