Darsana Capital Partners LP — Q4 2018 13F Holdings

Name: Darsana Capital Partners LP — 13F Holdings, Q4 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001609098

Total reported value

$4.7B

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	S9Q	Spirit Aerosystems Hold-cl A	Stock-Other	20.36%	—	+12.50%
2	BAC	Bank Of America CORP	Stock-Financials	14.95%	—	+123.08%
3	NYT	New York Times Co-a	Stock-Comm Services	11.92%	-1.62%	-14.77%
4	ADSK	Autodesk INC	Stock-Tech	9.82%	—	-16.09%
5	BKNG	Booking Holdings INC	Stock-Consumer Disc	9.01%	—	-10.71%
6	RACE	Ferrari N.V.	Stock-Consumer Disc	8.74%	—	-13.64%
7	GOOG	Alphabet Inc-cl C	Stock-Comm Services	7.58%	—	-12.50%
8	GTN	Gray Media INC	Stock-Other	4.93%	—	—
9	AABAUSD	Altaba INC	Stock-Other	4.48%	—	—
10	BA	Boeing Co/the	Stock-Industrials	4.16%	—	+14.26%
11	NVCR	NovoCure Limited	Stock-Healthcare	3.01%	—	+160.63%
12	BIDU	Baidu INC - Spon Adr	Stock-Comm Services	1.03%	—	-77.86%

Position changes disclosed by Darsana Capital Partners LP for the quarter ending Q4 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BAC	Bank Of America CORP	+9%	+123.08%	Add
2	S9Q	Spirit Aerosystems Hold-cl A	+3.1%	+12.50%	Add
3	NVCR	NovoCure Limited	+1.7%	+160.63%	Add
4	NYT	New York Times Co-a	+1%	-14.77%	Trim
5	BA	Boeing Co/the	+1%	+14.26%	Add
6	GTN	Gray Media INC	+0.5%	—	Unchanged
7	AABAUSD	Altaba INC	+0.5%	—	Unchanged
8	BKNG	Booking Holdings INC	+0.3%	-10.71%	Trim
9	GOOG	Alphabet Inc-cl C	+0.1%	-12.50%	Trim
10	ADSK	Autodesk INC	-0.8%	-16.09%	Trim
11	RACE	Ferrari N.V.	-1.7%	-13.64%	Trim
12	BIDU	Baidu INC - Spon Adr	-4%	-77.86%	Trim
13	TMUS	T-mobile US INC	—	EXIT	Sold out
14	DLTR	Dollar Tree INC	—	EXIT	Sold out
15	NFLX	Netflix INC	—	EXIT	Sold out
16	META	Meta Platforms Inc-class A	—	EXIT	Sold out