Palestra Capital Management as of Sept. 30, 2019
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 21 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Boeing Company (BA) | 9.3 | $284M | 745k | 380.47 | |
| Fidelity National Information Services (FIS) | 8.7 | $263M | 2.0M | 132.76 | |
| Altice Usa Inc cl a (ATUS) | 6.5 | $197M | 6.9M | 28.68 | |
| Raytheon Company | 5.8 | $177M | 905k | 196.19 | |
| Norfolk Southern (NSC) | 5.5 | $167M | 932k | 179.66 | |
| FleetCor Technologies | 5.4 | $163M | 567k | 286.78 | |
| Microsoft Corporation (MSFT) | 5.3 | $160M | 1.2M | 139.03 | |
| Comcast Corporation (CMCSA) | 5.1 | $155M | 3.4M | 45.08 | |
| Adobe Systems Incorporated (ADBE) | 5.0 | $151M | 545k | 276.25 | |
| Lowe's Companies (LOW) | 4.7 | $144M | 1.3M | 109.96 | |
| Walt Disney Company (DIS) | 4.7 | $142M | 1.1M | 130.32 | |
| Royal Caribbean Cruises (RCL) | 4.6 | $139M | 1.3M | 108.33 | |
| Vulcan Materials Company (VMC) | 4.4 | $133M | 881k | 151.24 | |
| L3harris Technologies (LHX) | 3.9 | $118M | 566k | 208.64 | |
| CarMax (KMX) | 3.7 | $113M | 1.3M | 88.00 | |
| Take-Two Interactive Software (TTWO) | 3.2 | $99M | 786k | 125.34 | |
| Ihs Markit | 3.1 | $94M | 1.4M | 66.88 | |
| Black Knight | 2.9 | $89M | 1.5M | 61.06 | |
| New York Times Company (NYT) | 2.9 | $87M | 3.0M | 28.48 | |
| Global Payments (GPN) | 2.8 | $86M | 538k | 159.00 | |
| Anaplan | 2.4 | $72M | 1.5M | 47.00 |
