Steve Taub Darsana’s Double-Digit Gain in January Matches 2018 Performance The firm’s $2.4 billion portfolio of long U.S. stock bets was spread across just 12 companies at the end of last year, according to a regulatory filing. Steve Taub February 19, 2019 Anand Desai, chief executive officer of Darsana Capital Partners (Jacob Kepler/Bloomberg)