Darsana Capital Partners LP Portfolio Holdings by Sector

Darsana Capital Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Communication Equipment \| Technology SATS 1 stocks	$572,700 15.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology GWRE 1 stocks	$459,720 12.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$459,200 12.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$426,200 11.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$393,250 10.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$263,604 7.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX 1 stocks	$256,529 6.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$230,400 6.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$214,807 5.7% of portfolio	-	-	-	-	0 Calls 0 Puts

Entertainment \| Communication Services WMG 1 stocks	$212,875 5.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical WING 1 stocks	$188,760 5.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$87,725 2.33% of portfolio	-	-	-	-	0 Calls 0 Puts

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