Palestra Capital Management as of Sept. 30, 2013
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 28 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| KAR Auction Services (KAR) | 6.6 | $24M | 866k | 28.21 | |
| Lowe's Companies (LOW) | 6.0 | $22M | 462k | 47.61 | |
| Huntsman Corporation (HUN) | 5.1 | $19M | 910k | 20.61 | |
| Semgroup Corp Cl A | 4.9 | $18M | 316k | 57.02 | |
| Crown Castle International | 4.8 | $18M | 243k | 73.03 | |
| Time Warner Cable | 4.7 | $18M | 157k | 111.60 | |
| Constellation Brands Cl A (STZ) | 4.5 | $17M | 291k | 57.40 | |
| Ingersoll-rand SHS | 4.2 | $16M | 241k | 64.94 | |
| Aon Shs Cl A | 4.2 | $16M | 208k | 74.44 | |
| Google Cl A | 4.1 | $15M | 17k | 875.91 | |
| Mastercard Cl A (MA) | 4.1 | $15M | 23k | 672.79 | |
| Mondelez Intl Cl A (MDLZ) | 4.0 | $15M | 474k | 31.42 | |
| Capital One Financial (COF) | 3.9 | $14M | 209k | 68.74 | |
| Dollar General (DG) | 3.8 | $14M | 247k | 56.46 | |
| Twenty First Centy Fox Cl A | 3.7 | $14M | 408k | 33.51 | |
| Cbs Corp CL B | 3.5 | $13M | 237k | 55.16 | |
| McGraw-Hill Companies | 3.5 | $13M | 195k | 65.59 | |
| Realogy Hldgs (HOUS) | 3.3 | $12M | 285k | 43.02 | |
| Bank of America Corporation (BAC) | 3.1 | $11M | 829k | 13.80 | |
| Visa Com Cl A (V) | 3.0 | $11M | 59k | 191.09 | |
| Charter Communications Inc D Cl A New | 2.6 | $9.5M | 71k | 134.76 | |
| Masonite International (DOOR) | 2.6 | $9.4M | 193k | 48.93 | |
| Linkedin Corp Com Cl A | 2.4 | $8.9M | 36k | 246.06 | |
| Herbalife Com Usd Shs (HLF) | 2.2 | $8.2M | 118k | 69.77 | |
| Nexstar Broadcasting Group I Cl A (NXST) | 2.2 | $8.1M | 182k | 44.51 | |
| Paychex Call Option (PAYX) | 1.8 | $6.5M | 160k | 40.64 | |
| Pitney Bowes Call Option (PBI) | 0.9 | $3.2M | 175k | 18.19 | |
| Logitech Intl S A SHS Call Option (LOGI) | 0.2 | $885k | 100k | 8.85 |
