Palestra Capital Management as of June 30, 2019
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 25 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altice Usa Cl A (ATUS) | 6.6 | $226M | 9.3M | 24.35 | |
| Comcast Corp Cl A (CMCSA) | 5.5 | $190M | 4.5M | 42.28 | |
| FleetCor Technologies | 5.4 | $187M | 666k | 280.85 | |
| Boeing Company (BA) | 5.4 | $185M | 508k | 364.01 | |
| Union Pacific Corporation (UNP) | 5.2 | $179M | 1.1M | 169.11 | |
| Microsoft Corporation (MSFT) | 5.1 | $177M | 1.3M | 133.96 | |
| Disney Walt Com Disney (DIS) | 4.9 | $169M | 1.2M | 139.64 | |
| Norfolk Southern (NSC) | 4.7 | $160M | 803k | 199.33 | |
| Worldpay Cl A | 4.6 | $159M | 1.3M | 122.55 | |
| Lowe's Companies (LOW) | 4.3 | $149M | 1.5M | 100.91 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $148M | 501k | 294.65 | |
| Vulcan Materials Company (VMC) | 4.1 | $143M | 1.0M | 137.31 | |
| Black Knight | 3.9 | $134M | 2.2M | 60.15 | |
| Ihs Markit SHS | 3.8 | $130M | 2.0M | 63.72 | |
| New York Times Cl A (NYT) | 3.5 | $121M | 3.7M | 32.62 | |
| CarMax (KMX) | 3.5 | $119M | 1.4M | 86.83 | |
| Royal Caribbean Cruises (RCL) | 3.1 | $106M | 877k | 121.21 | |
| Us Foods Hldg Corp call (USFD) | 3.1 | $106M | 3.0M | 35.76 | |
| Metropcs Communications (TMUS) | 3.1 | $106M | 1.4M | 74.14 | |
| Take-Two Interactive Software (TTWO) | 3.1 | $105M | 925k | 113.53 | |
| Fidelity National Information Services (FIS) | 3.0 | $104M | 843k | 122.68 | |
| Visa Com Cl A (V) | 2.7 | $93M | 535k | 173.55 | |
| W.R. Grace & Co. | 2.7 | $92M | 1.2M | 76.11 | |
| Hilton Worldwide Holdings (HLT) | 2.6 | $88M | 904k | 97.74 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.0 | $68M | 972k | 69.54 |
