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DCP
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Darsana Capital Partners’s RH RH Stock Holding History

Darsana Capital Partners’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-500,000
Closed -$122M – 14
2023
Q1
$122M Sell
500,000
-100,000
-17% -$29M 8.2% 7
2022
Q4
$160M Sell
600,000
-350,000
-37% -$91.2M 10.69% 4
2022
Q3
$234M Hold
950,000
– – 12% 3
2022
Q2
$202M Buy
950,000
+200,000
+27% +$59.4M 10.86% 4
2022
Q1
$245M Buy
750,000
+200,000
+36% +$80M 12.41% 4
2021
Q4
$295M Buy
550,000
+150,000
+38% +$92.3M 13.63% 3
2021
Q3
$267M Buy
+400,000
New +$275M 8.79% 6

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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