Palestra Capital Management as of June 30, 2014
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 29 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anadarko Petroleum Corporation | 8.9 | $108M | 985k | 109.47 | |
| Advance Auto Parts Call Option (AAP) | 8.8 | $106M | 787k | 134.92 | |
| McGraw-Hill Companies | 5.6 | $67M | 812k | 83.03 | |
| Semgroup Corp Cl A | 4.8 | $58M | 738k | 78.85 | |
| Monsanto Company | 4.6 | $56M | 451k | 124.74 | |
| Allegion Pub Ord Shs (ALLE) | 4.0 | $49M | 855k | 56.68 | |
| Micron Technology (MU) | 3.9 | $48M | 1.4M | 32.95 | |
| Canadian Pacific Railway | 3.8 | $46M | 254k | 181.20 | |
| Constellation Brands Cl A (STZ) | 3.7 | $45M | 506k | 88.13 | |
| Lpl Financial Holdings (LPLA) | 3.4 | $42M | 837k | 49.74 | |
| Crown Castle International | 3.3 | $40M | 545k | 74.26 | |
| Popular Com New (BPOP) | 3.3 | $40M | 1.2M | 34.18 | |
| Zebra Technologies Corp Cl A (ZBRA) | 3.2 | $39M | 477k | 82.32 | |
| Comcast Corp Cl A (CMCSA) | 3.2 | $39M | 729k | 53.68 | |
| American Airls (AAL) | 3.2 | $39M | 901k | 42.96 | |
| Cadence Design Systems (CDNS) | 3.1 | $38M | 2.2M | 17.49 | |
| Mohawk Industries (MHK) | 3.1 | $37M | 269k | 138.34 | |
| Asbury Automotive (ABG) | 3.0 | $37M | 533k | 68.74 | |
| Twenty First Centy Fox CL B | 2.9 | $35M | 1.0M | 34.23 | |
| Baidu Spon Adr Rep A (BIDU) | 2.8 | $35M | 185k | 186.81 | |
| Huntsman Corporation (HUN) | 2.8 | $34M | 1.2M | 28.10 | |
| H&R Block (HRB) | 2.6 | $31M | 937k | 33.52 | |
| GNC HLDGS Com Cl A | 2.4 | $30M | 869k | 34.10 | |
| Group 1 Automotive (GPI) | 2.3 | $28M | 335k | 84.31 | |
| KAR Auction Services (KAR) | 2.2 | $26M | 820k | 31.87 | |
| Google CL C | 2.1 | $25M | 44k | 575.28 | |
| Google Cl A | 1.1 | $14M | 24k | 584.68 | |
| Adt Call Option | 0.9 | $11M | 300k | 34.94 | |
| C H Robinson Worldwide Com New Call Option (CHRW) | 0.8 | $10M | 160k | 63.79 |
