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Darsana Capital Partners LP Buys Autodesk, Comcast, Alphabet, Sells Adobe Systems, Spirit ...

Darsana Capital Partners LP

  • New Purchases: ADSK , CMCSA , GOOG , SBUX,
  • Added Positions:FB, CRI, DLTR,
  • Reduced Positions:SPR, CMG, BAC,
  • Sold Out:ADBE, DAL,

For the details of Darsana Capital Partners LP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Darsana+Capital+Partners+LP

These are the top 5 holdings of Darsana Capital Partners LP

  1. Spirit AeroSystems Holdings Inc ( SPR ) - 5,500,000 shares, 17% of the total portfolio. Shares reduced by 24.14%
  2. The Priceline Group Inc ( PCLN ) - 120,000 shares, 9.32% of the total portfolio.
  3. MSCI Inc ( MSCI ) - 2,100,000 shares, 8.76% of the total portfolio.
  4. Dollar Tree Inc ( DLTR ) - 1,975,000 shares, 8.07% of the total portfolio. Shares added by 12.86%
  5. Carter's Inc ( CRI ) - 1,400,000 shares, 6.41% of the total portfolio. Shares added by 16.67%

New Purchase: Autodesk Inc (ADSK)

Darsana Capital Partners LP initiated holdings in Autodesk Inc. The purchase prices were between $67.61 and $81.74, with an estimated average price of $73.63. The stock is now traded at around $84.28. The impact to the portfolio due to this purchase was 5.98%. The holdings were 1,525,000 shares as of 2016-12-31.

New Purchase: Comcast Corp (CMCSA)

Darsana Capital Partners LP initiated holdings in Comcast Corp. The purchase prices were between $60.66 and $71.02, with an estimated average price of $66.79. The stock is now traded at around $75.71. The impact to the portfolio due to this purchase was 3.66%. The holdings were 1,000,000 shares as of 2016-12-31.

New Purchase: Alphabet Inc (GOOG)

Darsana Capital Partners LP initiated holdings in Alphabet Inc. The purchase prices were between $736.08 and $813.11, with an estimated average price of $779.09. The stock is now traded at around $819.24. The impact to the portfolio due to this purchase was 3.07%. The holdings were 75,000 shares as of 2016-12-31.

New Purchase: Starbucks Corp (SBUX)

Darsana Capital Partners LP initiated holdings in Starbucks Corp. The purchase prices were between $51.77 and $59.31, with an estimated average price of $55.4. The stock is now traded at around $56.11. The impact to the portfolio due to this purchase was 2.94%. The holdings were 1,000,000 shares as of 2016-12-31.

Added: Facebook Inc (FB)

Darsana Capital Partners LP added to the holdings in Facebook Inc by 53.85%. The purchase prices were between $115.05 and $133.28, with an estimated average price of $122.81. The stock is now traded at around $134.05. The impact to the portfolio due to this purchase was 2.13%. The holdings were 1,000,000 shares as of 2016-12-31.

Sold Out: Adobe Systems Inc (ADBE)

Darsana Capital Partners LP sold out the holdings in Adobe Systems Inc. The sale prices were between $99.51 and $110.81, with an estimated average price of $105.86.

Sold Out: Delta Air Lines Inc (DAL)

Darsana Capital Partners LP sold out the holdings in Delta Air Lines Inc. The sale prices were between $38.94 and $51.78, with an estimated average price of $45.59.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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