Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DARSANA CAPITAL PARTNERS LP | 08-15-2022 | 06-30-2022 | 12 | 1,856,754,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEW YORK TIMES CO | CL A | 1 | $237,150,000 | 8,500,000 | 12.77 | 19.77 | 0 | 0.00 | 06-30-2022 |
| FERRARI N V | COM | 2 | $229,350,000 | 1,250,000 | 12.35 | 13.83 | 0 | 0.00 | 06-30-2022 |
| COMCAST CORP NEW | CL A | 3 | $215,820,000 | 5,500,000 | 11.62 | 13.06 | 0 | 0.00 | 06-30-2022 |
| RH | COM | 4 | $201,647,000 | 950,000 | 10.86 | 12.41 | 200,000 | 26.67 | 06-30-2022 |
