84 is the total number of securities Darsana Capital Partners LP has owned. The longest Darsana Capital Partners LP has owned a single stock is 26 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| NYT | NEW YORK TIMES CO | 26 | 26 | 2.36% | 12.94% | 22.42% | Q2 2017 | Q3 2023 | 26 |
| GTN | GRAY TELEVISION INC | 26 | 26 | 0.47% | 3.08% | 6.40% | Q2 2017 | Q3 2023 | 26 |
| SPR | SPIRIT AEROSYSTEMS HLD... | 23 | 23 | 7.99% | 14.70% | 20.56% | Q4 2014 | Q2 2020 | 23 |
| RACE | FERRARI N V | 23 | 23 | 4.06% | 8.74% | 13.83% | Q3 2017 | Q1 2023 | 23 |
| FB | META PLATFORMS INC | 11 | 3 | 1.29% | 7.33% | 18.51% | Q1 2016 | Q3 2023 | 23 |
| GOOG | ALPHABET INC | 15 | 1 | 2.12% | 6.94% | 11.54% | Q4 2016 | Q1 2022 | 18 |
| BAC | BK OF AMERICA CORP | 15 | 1 | 0.12% | 7.70% | 14.95% | Q3 2016 | Q3 2023 | 16 |
| CMCSA | COMCAST CORP NEW | 11 | 1 | 3.34% | 10.86% | 22.77% | Q4 2014 | Q3 2023 | 15 |
| GWRE | GUIDEWIRE SOFTWARE INC | 14 | 14 | 6.22% | 9.72% | 13.81% | Q2 2020 | Q3 2023 | 14 |
| ADSK | AUTODESK INC | 14 | 14 | 5.27% | 8.19% | 10.64% | Q4 2016 | Q1 2020 | 14 |
| NVCR | NOVOCURE LTD | 14 | 14 | 0.90% | 3.47% | 7.50% | Q3 2018 | Q4 2021 | 14 |
| HLT | HILTON WORLDWIDE HLDGS... | 7 | 6 | 3.85% | 7.78% | 16.43% | Q2 2020 | Q3 2023 | 13 |
| PCLN | PRICELINE GRP INC | 13 | 13 | 4.10% | 6.12% | 8.82% | Q4 2014 | Q4 2017 | 13 |
| NFLX | NETFLIX INC | 8 | 5 | 2.05% | 5.74% | 9.93% | Q3 2017 | Q1 2021 | 13 |
| BIDU | BAIDU INC | 10 | 3 | 1.03% | 5.62% | 12.47% | Q4 2014 | Q4 2018 | 13 |
| DLTR | DOLLAR TREE INC | 10 | 2 | 2.08% | 6.00% | 9.28% | Q4 2014 | Q3 2018 | 12 |
| LBTYK | LIBERTY GLOBAL PLC | 11 | 11 | 4.75% | 6.91% | 8.88% | Q4 2014 | Q2 2017 | 11 |
| PTON | PELOTON INTERACTIVE INC | 7 | 4 | 2.98% | 5.14% | 8.58% | Q2 2020 | Q1 2023 | 11 |
| MSCI | MSCI INC | 10 | 10 | 0.94% | 6.25% | 8.80% | Q2 2015 | Q3 2017 | 10 |
| WMG | WARNER MUSIC GROUP CORP | 10 | 10 | 4.04% | 5.74% | 7.11% | Q2 2020 | Q3 2022 | 10 |
| CRI | CARTER INC | 9 | 1 | 2.16% | 5.43% | 7.20% | Q4 2014 | Q1 2018 | 10 |
| AABA | ALTABA INC | 10 | 10 | 1.34% | 4.32% | 5.58% | Q2 2017 | Q3 2019 | 10 |
| DASH | DOORDASH INC | 6 | 3 | 2.84% | 8.87% | 18.82% | Q4 2020 | Q2 2023 | 9 |
| BKNG | BOOKING HOLDINGS INC | 6 | 2 | 5.00% | 6.98% | 9.01% | Q1 2018 | Q4 2020 | 8 |
| DAL | DELTA AIR LINES INC DEL | 8 | 8 | 0.47% | 4.65% | 9.41% | Q4 2014 | Q3 2016 | 8 |
| T | AT&T INC | 5 | 3 | 1.47% | 2.66% | 5.62% | Q4 2014 | Q1 2017 | 8 |
| RH | RH | 7 | 7 | 8.20% | 10.94% | 13.63% | Q3 2021 | Q1 2023 | 7 |
| FOXA | TWENTY FIRST CENTY FOX... | 7 | 7 | 2.81% | 7.77% | 14.62% | Q4 2014 | Q2 2016 | 7 |
| UBER | UBER TECHNOLOGIES INC | 7 | 7 | 2.87% | 6.51% | 9.28% | Q2 2019 | Q4 2020 | 7 |
| BIGC | BIGCOMMERCE HLDGS INC | 7 | 7 | 0.30% | 4.36% | 7.78% | Q3 2021 | Q1 2023 | 7 |
| CCI | CROWN CASTLE INTL CORP... | 7 | 7 | 1.32% | 2.70% | 3.98% | Q4 2014 | Q2 2016 | 7 |
| SBAC | SBA COMMUNICATIONS CORP | 6 | 6 | 4.67% | 5.66% | 7.09% | Q2 2015 | Q3 2016 | 6 |
| DAL | DELTA AIR LINES INC DEL | 3 | 3 | 0.98% | 5.26% | 9.41% | Q4 2014 | Q3 2016 | 6 |
| BA | BOEING CO | 6 | 6 | 2.86% | 3.74% | 4.41% | Q3 2018 | Q4 2019 | 6 |
| TDG | TRANSDIGM GROUP INC | 5 | 5 | 3.11% | 4.57% | 5.94% | Q2 2017 | Q2 2018 | 5 |
| LBTYA | LIBERTY GLOBAL PLC | 5 | 5 | 3.39% | 3.75% | 4.12% | Q4 2014 | Q4 2015 | 5 |
| FOXA | TWENTY FIRST CENTY FOX... | 3 | 2 | 1.81% | 2.74% | 3.52% | Q4 2014 | Q3 2016 | 5 |
| GOOG | ALPHABET INC | 2 | 2 | 4.81% | 13.12% | 27.69% | Q1 2017 | Q1 2018 | 4 |
| A104PS | HILTON WORLDWIDE HLDGS... | 4 | 4 | 7.96% | 8.76% | 9.37% | Q1 2016 | Q4 2016 | 4 |
| SHOP | SHOPIFY INC | 4 | 4 | 3.56% | 7.27% | 10.05% | Q1 2021 | Q4 2021 | 4 |
| JD | JD COM INC | 4 | 4 | 2.05% | 2.59% | 3.46% | Q2 2015 | Q1 2016 | 4 |
| BABA | ALIBABA GROUP HLDG LTD | 2 | 2 | 0.32% | 1.88% | 3.64% | Q4 2014 | Q4 2017 | 4 |
| BIDU | BAIDU INC | 2 | 1 | 10.32% | 12.12% | 14.76% | Q4 2014 | Q1 2016 | 3 |
| FIVE | FIVE BELOW INC | 3 | 3 | 5.31% | 8.03% | 10.07% | Q2 2022 | Q4 2022 | 3 |
| ADBE | ADOBE SYS INC | 3 | 3 | 5.42% | 6.37% | 7.47% | Q1 2016 | Q3 2016 | 3 |
| INTC | INTEL CORP | 3 | 3 | 4.08% | 4.56% | 5.02% | Q4 2014 | Q2 2015 | 3 |
| NARI | INARI MED INC | 3 | 3 | 3.11% | 3.61% | 3.91% | Q1 2021 | Q3 2021 | 3 |
| FB | FACEBOOK INC | 2 | 1 | 1.60% | 3.48% | 4.94% | Q3 2016 | Q2 2021 | 3 |
| MSG | MADISON SQUARE GARDEN CO | 3 | 3 | 2.96% | 3.43% | 3.81% | Q4 2014 | Q2 2015 | 3 |
| LKNCY | LUCKIN COFFEE INC | 3 | 3 | 1.58% | 2.23% | 3.36% | Q2 2019 | Q4 2019 | 3 |
| SPR | SPIRIT AEROSYSTEMS HLD... | 2 | 1 | 1.94% | 2.14% | 2.30% | Q4 2014 | Q4 2015 | 3 |
| XPO | XPO LOGISTICS INC | 3 | 3 | 0.19% | 1.87% | 2.82% | Q2 2015 | Q4 2015 | 3 |
| PCLN | PRICELINE GRP INC | 2 | 1 | 0.81% | 1.72% | 2.20% | Q3 2016 | Q2 2017 | 3 |
| IPOAU | SOCIAL CAP HEDOSOPHIA ... | 3 | 3 | 1.19% | 1.37% | 1.56% | Q3 2017 | Q1 2018 | 3 |
| MMYT | MAKEMYTRIP LIMITED MAU... | 3 | 3 | 0.81% | 1.03% | 1.23% | Q4 2014 | Q2 2015 | 3 |
| KKR | KKR & CO INC | 2 | 2 | 12.08% | 13.27% | 14.45% | Q2 2023 | Q3 2023 | 2 |
| DLTR | DOLLAR TREE INC | 2 | 2 | 5.54% | 10.08% | 14.62% | Q4 2014 | Q1 2015 | 2 |
| MSFT | MICROSOFT CORP | 2 | 2 | 7.58% | 7.64% | 7.70% | Q1 2021 | Q2 2021 | 2 |
| STZ | CONSTELLATION BRANDS INC | 2 | 2 | 3.57% | 7.18% | 10.78% | Q2 2023 | Q3 2023 | 2 |
| TMUS | T MOBILE US INC | 2 | 2 | 3.46% | 4.15% | 4.84% | Q2 2018 | Q3 2018 | 2 |
| AMZN | AMAZON COM INC | 2 | 2 | 2.94% | 3.09% | 3.25% | Q2 2021 | Q3 2021 | 2 |
| CHTR | CHARTER COMMUNICATIONS... | 2 | 2 | 2.61% | 2.89% | 3.18% | Q2 2015 | Q3 2015 | 2 |
| CMG | CHIPOTLE MEXICAN GRILL... | 2 | 2 | 2.10% | 2.64% | 3.17% | Q3 2016 | Q4 2016 | 2 |
| BAC | BANK AMER CORP | 2 | 2 | 2.11% | 2.12% | 2.14% | Q2 2017 | Q3 2017 | 2 |
| DIDI | DIDI GLOBAL INC | 1 | 1 | 0.56% | 1.14% | 1.71% | Q2 2021 | Q4 2021 | 2 |
| FMSA | FMSA HLDGS INC | 2 | 2 | 0.64% | 0.94% | 1.24% | Q4 2014 | Q1 2015 | 2 |
| LILAK | LIBERTY GLOBAL PLC | 1 | 1 | 0.34% | 0.62% | 0.90% | Q3 2015 | Q2 2016 | 2 |
| TSLA | TESLA INC | 1 | 1 | 12.39% | 12.39% | 12.39% | Q1 2020 | Q1 2020 | 1 |
| GOOGL | ALPHABET INC | 1 | 1 | 8.73% | 8.73% | 8.73% | Q1 2023 | Q1 2023 | 1 |
| ASHR | DBX ETF TR | 1 | 1 | 5.26% | 5.26% | 5.26% | Q2 2015 | Q2 2015 | 1 |
| BATH & BODY WORKS INC | 1 | 1 | 3.73% | 3.73% | 3.73% | Q3 2023 | Q3 2023 | 1 | |
| NWSA | NEWS CORP NEW | 1 | 1 | 3.55% | 3.55% | 3.55% | Q1 2021 | Q1 2021 | 1 |
| SBUX | STARBUCKS CORP | 1 | 1 | 2.69% | 2.69% | 2.69% | Q4 2016 | Q4 2016 | 1 |
| TWC | TIME WARNER CABLE INC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2014 | Q4 2014 | 1 |
| IQ | IQIYI INC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2018 | Q1 2018 | 1 |
| FTR | FRONTIER COMMUNICATION... | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2015 | Q1 2015 | 1 |
| SNDK | SANDISK CORP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2014 | Q4 2014 | 1 |
| SBUX | STARBUCKS CORP | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2016 | Q4 2016 | 1 |
| SBY | SILVER BAY RLTY TR CORP | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2017 | Q1 2017 | 1 |
| SHAK | SHAKE SHACK INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2020 | Q1 2020 | 1 |
| RIG | TRANSOCEAN LTD | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2016 | Q4 2016 | 1 |
| YMM | FULL TRUCK ALLIANCE CO... | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2021 | Q2 2021 | 1 |
| DRVN | DRIVEN BRANDS HLDGS INC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2021 | Q1 2021 | 1 |
| ASHR | DBX ETF TR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
Download | |||||||||
The securities at the top of the list , including NEW YORK TIMES CO, GRAY TELEVISION INC, and SPIRIT AEROSYSTEMS HLDGS INC, are the highest-conviction holdings of Darsana Capital Partners LP.
The conviction is calculated by counting the number of quarters a security has been reported by Darsana Capital Partners LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Darsana Capital Partners LP owns currently or has owned in the past.