Palestra Capital Management as of Dec. 31, 2019
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 22 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Boeing Company (BA) | 10.0 | $337M | 1.0M | 325.76 | |
| Fidelity National Information Services (FIS) | 8.0 | $269M | 1.9M | 139.09 | |
| FleetCor Technologies | 5.6 | $188M | 654k | 287.72 | |
| Raytheon Company | 5.1 | $171M | 777k | 219.74 | |
| Altice Usa Inc cl a (ATUS) | 4.6 | $153M | 5.6M | 27.34 | |
| salesforce (CRM) | 4.5 | $153M | 938k | 162.64 | |
| Vulcan Materials Company (VMC) | 4.5 | $151M | 1.1M | 143.99 | |
| Lowe's Companies (LOW) | 4.4 | $149M | 1.2M | 119.76 | |
| Norfolk Southern (NSC) | 4.3 | $146M | 753k | 194.13 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $145M | 439k | 329.81 | |
| Global Payments (GPN) | 4.3 | $144M | 791k | 182.56 | |
| Alphabet Inc Class A cs (GOOGL) | 4.3 | $145M | 108k | 1339.39 | |
| Dollar Tree (DLTR) | 4.1 | $139M | 1.5M | 94.05 | |
| Microsoft Corporation (MSFT) | 4.1 | $137M | 871k | 157.70 | |
| L3harris Technologies (LHX) | 4.1 | $137M | 692k | 197.87 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.9 | $130M | 268k | 485.08 | |
| Walt Disney Company (DIS) | 3.8 | $128M | 885k | 144.63 | |
| CarMax (KMX) | 3.7 | $126M | 1.4M | 87.67 | |
| Uber Technologies (UBER) | 3.5 | $117M | 3.9M | 29.74 | |
| Performance Food (PFGC) | 3.1 | $104M | 2.0M | 51.48 | |
| Royal Caribbean Cruises (RCL) | 2.9 | $96M | 721k | 133.51 | |
| New York Times Company (NYT) | 2.9 | $96M | 3.0M | 32.17 |
