Palestra Capital Management

Latest statistics and disclosures from Palestra Capital Management's latest quarterly 13F-HR filing:

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Positions held by Palestra Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Palestra Capital Management

Companies in the Palestra Capital Management portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dish Network Corporation Cl A (DISH) 9.0 $420M +5% 10M 41.80
Alliance Data Systems Corporation (ADS) 7.6 $351M +95% 3.4M 104.19
Avantor (AVTR) 7.2 $333M -3% 9.4M 35.51
Fidelity National Information Services (FIS) 6.8 $315M +3% 2.2M 141.67
Alphabet Cap Stk Cl A (GOOGL) 6.7 $310M -18% 127k 2441.79
Microsoft Corporation (MSFT) 5.4 $252M -35% 932k 270.90
Expedia Group Com New (EXPE) 5.3 $248M +74% 1.5M 163.71
L Brands (LB) 5.2 $240M +4% 3.3M 72.06
Norfolk Southern (NSC) 4.7 $218M +75% 822k 265.41
Altice Usa Cl A (ATUS) 4.6 $213M -19% 6.2M 34.14
Uber Technologies (UBER) 4.6 $212M +4% 4.2M 50.12
Activision Blizzard (ATVI) 4.4 $205M -3% 2.1M 95.44
General Motors Company (GM) 3.9 $182M -6% 3.1M 59.17
Snap Cl A (SNAP) 3.3 $152M NEW 2.2M 68.14

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Workday Cl A (WDAY) 3.3 $151M NEW 633k 238.74
Amazon (AMZN) 3.1 $145M NEW 42k 3440.15
Cit Group Com New (CIT) 3.1 $143M -14% 2.8M 51.59
Pagseguro Digital Com Cl A (PAGS) 2.1 $100M NEW 1.8M 55.92
Twilio Cl A (TWLO) 2.0 $91M NEW 231k 394.16
TransDigm Group Incorporated (TDG) 1.8 $85M NEW 131k 647.29
Gfl Environmental Sub Vtg Shs (GFL) 1.6 $76M NEW 2.4M 31.92
Nuance Communications (NUAN) 1.2 $56M -82% 1.0M 54.44
Square Cl A (SQ) 1.2 $55M -65% 225k 243.80
Churchill Capital Corp Vi Com Cl A 0.7 $34M NEW 3.4M 9.86
Discovery Com Ser C (DISCK) 0.5 $25M 867k 28.98
Viacomcbs CL B Put Option (VIAC) 0.2 $11M 247k 45.20
Golden Arrow Merger Corp Class A Com 0.2 $9.6M NEW 998k 9.65
Ftac Athena Acquisition Corp Unit 99/99/9999 (FTAAU) 0.1 $5.1M 502k 10.20
Gores Holdings Vii Com Cl A 0.1 $2.5M NEW 251k 9.90
Conx Corp *w Exp 10/30/202 (CONXW) 0.0 $1.4M 1.0M 1.35
Churchill Capital Corp Vi *w Exp 02/17/202 0.0 $957k NEW 684k 1.40
Humanco Acquisition Corp *w Exp 99/99/999 (HMCOW) 0.0 $536k 450k 1.19
Golden Arrow Merger Corp *w Exp 07/31/202 0.0 $270k NEW 333k 0.81
Gores Holdings Vii *w Exp 02/25/202 0.0 $43k NEW 31k 1.38

Past Filings by Palestra Capital Management

SEC 13F filings are viewable for Palestra Capital Management going back to 2012

View all past filings