0001172661-23-002325.txt : 20230515 0001172661-23-002325.hdr.sgml : 20230515 20230515164236 ACCESSION NUMBER: 0001172661-23-002325 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Darsana Capital Partners LP CENTRAL INDEX KEY: 0001609098 IRS NUMBER: 320432384 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16637 FILM NUMBER: 23923488 BUSINESS ADDRESS: STREET 1: 40 WEST 57TH STREET STREET 2: 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-589-5300 MAIL ADDRESS: STREET 1: 40 WEST 57TH STREET STREET 2: 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001609098 XXXXXXXX 03-31-2023 03-31-2023 false Darsana Capital Partners LP

40 West 57th Street 22nd Floor New York NY 10019

13F HOLDINGS REPORT 028-16637 000170862 801-79662 N Chris Ferrante 212-589-5309 /s/ Chris Ferrante New York NY 04-25-2023 0 12 1485699909 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 129662500 1250000 SH SOLE 1250000 0 0 BIGCOMMERCE HLDGS INC COM SER 1 08975P108 4442420 496915 SH SOLE 496915 0 0 COMCAST CORP NEW CL A 20030N101 265370000 7000000 SH SOLE 7000000 0 0 DOORDASH INC CL A 25809K105 79450000 1250000 SH SOLE 1250000 0 0 FERRARI N V COM N3167Y103 67735000 250000 SH SOLE 250000 0 0 GRAY TELEVISION INC COM 389375106 40020989 4589563 SH SOLE 4589563 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 205125000 2500000 SH SOLE 2500000 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 140870000 1000000 SH SOLE 1000000 0 0 META PLATFORMS INC CL A 30303M102 180149000 850000 SH SOLE 850000 0 0 NEW YORK TIMES CO CL A 650111107 194400000 5000000 SH SOLE 5000000 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 56700000 5000000 SH SOLE 5000000 0 0 RH COM 74967X103 121775000 500000 SH SOLE 500000 0 0