Palestra Capital Management as of March 31, 2021
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 30 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dish Network Corporation Cl A | 7.2 | $345M | 9.5M | 36.20 | |
| Microsoft Corporation (MSFT) | 7.1 | $340M | 1.4M | 235.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $323M | 157k | 2062.52 | |
| Fidelity National Information Services (FIS) | 6.3 | $301M | 2.1M | 140.61 | |
| Avantor (AVTR) | 5.9 | $281M | 9.7M | 28.93 | |
| Altice Usa Cl A (ATUS) | 5.3 | $252M | 7.7M | 32.53 | |
| Nuance Communications | 5.3 | $251M | 5.7M | 43.64 | |
| Uber Technologies (UBER) | 4.6 | $220M | 4.0M | 54.51 | |
| Activision Blizzard | 4.3 | $206M | 2.2M | 93.00 | |
| Booking Holdings (BKNG) | 4.2 | $201M | 86k | 2329.84 | |
| L Brands | 4.1 | $197M | 3.2M | 61.86 | |
| Alliance Data Systems Corporation (BFH) | 4.1 | $193M | 1.7M | 112.09 | |
| General Motors Company (GM) | 4.0 | $190M | 3.3M | 57.46 | |
| Transunion (TRU) | 3.9 | $187M | 2.1M | 90.00 | |
| Cit Group Com New | 3.5 | $168M | 3.3M | 51.51 | |
| CSX Corporation (CSX) | 3.4 | $164M | 1.7M | 96.42 | |
| Las Vegas Sands (LVS) | 3.3 | $157M | 2.6M | 60.76 | |
| Entegris (ENTG) | 3.3 | $156M | 1.4M | 111.80 | |
| Square Cl A (SQ) | 3.2 | $150M | 662k | 227.05 | |
| Expedia Group Com New (EXPE) | 3.1 | $150M | 870k | 172.12 | |
| Norfolk Southern (NSC) | 2.6 | $126M | 469k | 268.52 | |
| Etsy (ETSY) | 2.3 | $109M | 540k | 201.67 | |
| Churchill Capital Corp Vi Unit 99/99/9999 | 0.7 | $35M | 3.5M | 10.06 | |
| Discovery Com Ser C | 0.7 | $32M | 867k | 36.89 | |
| Viacomcbs CL B Put Option (PARA) | 0.2 | $11M | 247k | 45.10 | |
| Golden Arrow Merger Corp Unit 07/31/2026 (GAMCU) | 0.2 | $10M | 1.0M | 9.95 | |
| Ftac Athena Acquisition Corp Unit 99/99/9999 | 0.1 | $5.0M | 499k | 10.00 | |
| Gores Holdings Vii Unit 02/12/2028 | 0.1 | $2.5M | 249k | 9.96 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $1.2M | 1.0M | 1.23 | |
| Humanco Acquisition Corp *w Exp 99/99/999 | 0.0 | $585k | 450k | 1.30 |
