Palestra Capital Management as of Dec. 31, 2014
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 29 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc D Cl A New | 5.2 | $60M | 360k | 166.62 | |
| Lpl Financial Holdings (LPLA) | 5.1 | $58M | 1.3M | 44.55 | |
| Mohawk Industries (MHK) | 5.0 | $58M | 370k | 155.36 | |
| Liberty Global Shs Cl A | 4.8 | $55M | 1.1M | 50.20 | |
| Sealed Air (SEE) | 4.7 | $54M | 1.3M | 42.43 | |
| Lithia Mtrs Cl A (LAD) | 4.7 | $53M | 616k | 86.69 | |
| American Airls (AAL) | 4.4 | $51M | 950k | 53.63 | |
| Monsanto Company | 4.4 | $51M | 425k | 119.47 | |
| Google CL C | 4.3 | $49M | 94k | 526.40 | |
| SBA Communications Corporation | 4.3 | $49M | 440k | 110.76 | |
| Tesoro Corporation | 3.8 | $44M | 591k | 74.35 | |
| Baidu Spon Adr Rep A (BIDU) | 3.8 | $43M | 189k | 227.97 | |
| McGraw-Hill Companies | 3.7 | $43M | 478k | 88.98 | |
| Global Payments (GPN) | 3.6 | $41M | 508k | 80.73 | |
| Micron Technology (MU) | 3.5 | $40M | 1.1M | 35.01 | |
| Cadence Design Systems (CDNS) | 3.5 | $40M | 2.1M | 18.97 | |
| Twenty First Centy Fox CL B | 3.4 | $38M | 1.0M | 36.89 | |
| Allegion Pub Ord Shs (ALLE) | 3.3 | $38M | 679k | 55.46 | |
| Advance Auto Parts (AAP) | 3.3 | $37M | 235k | 159.28 | |
| Comcast Corp Cl A (CMCSA) | 3.2 | $37M | 629k | 58.01 | |
| Air Products & Chemicals (APD) | 3.1 | $36M | 249k | 144.23 | |
| China Mobile Sponsored Adr | 3.0 | $35M | 593k | 58.82 | |
| Cdk Global Inc equities | 2.9 | $33M | 801k | 40.76 | |
| Semgroup Corp Cl A | 2.6 | $30M | 443k | 68.39 | |
| Canadian Pacific Railway | 2.6 | $30M | 156k | 192.58 | |
| Sabre (SABR) | 1.9 | $22M | 1.1M | 20.27 | |
| Cheniere Energy Com New (LNG) | 0.9 | $11M | 152k | 70.40 | |
| Google Cl A | 0.6 | $6.4M | 12k | 530.68 | |
| Liberty Global SHS CL C | 0.4 | $4.3M | 90k | 48.31 |
