13F-HR filed by Darsana Capital Partners LP
Darsana Capital Partners LP filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-14, with 11 holding rows worth $1,499,688,119.
- Accession
- 0001172661-23-001320
- Filer
- CIK 1609098
- Filed
- 2023-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 11 entries on the cover page, a total value of $1,499,688,119 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,499,688,119 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| Comcast Corp | 20030N101 | COM | 9,765,929 | $341,514,537 | dollars as filed | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 5,224,765 | $169,595,872 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 750,000 | $160,665,000 | dollars as filed | |
| RH | 74967X103 | COM | 600,000 | $160,314,000 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 2,500,000 | $156,400,000 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 1,000,000 | $126,360,000 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 2,500,000 | $122,050,000 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 450,000 | $79,591,500 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 10,000,000 | $79,400,000 | dollars as filed | |
| COMMERCE.COM INC | 08975P108 | COM SER 1 | 6,000,000 | $52,440,000 | dollars as filed | |
| GRAY MEDIA INC | 389375106 | COMMON STOCK | 4,589,563 | $51,357,210 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-23-001320 | this filing | 2023-02-14 | acceptance time not in the bulk data set |