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

Other funds holding RH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Darsana Capital Partners's RH Position: Q2 2023 in Review

Darsana Capital Partners sold out of RH (RH) in Q2 2023, closing a stake of 500,000 shares — an estimated $122M sold.

Darsana Capital Partners first reported a position in RH in Q3 2021 and held it in 7 quarters. The position peaked at $295M in Q4 2021. 379 funds tracked by Wall St. Rank hold RH as of Q2 2023.

Darsana Capital Partners reported no remaining RH position as of Q2 2023 after selling out during the quarter.
Darsana Capital Partners sold 500,000 RH shares in Q2 2023, an estimated $122M.
Darsana Capital Partners first reported a position in RH in Q3 2021 and held it in 7 quarters.
Darsana Capital Partners's RH position peaked at $295M in Q4 2021.
379 funds tracked by Wall St. Rank held RH as of Q2 2023.

Based on Darsana Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.