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 September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dish Network Corporation Cl A (DISH) 10.0 $469M +7% 11M 43.46
Alliance Data Systems Corporation (ADS) 7.5 $355M +4% 3.5M 100.89
Avantor (AVTR) 6.8 $319M -16% 7.8M 40.90
Fidelity National Information Services (FIS) 6.1 $289M +6% 2.4M 121.68
Workday Cl A (WDAY) 5.6 $266M +67% 1.1M 249.89
Activision Blizzard Call Option (ATVI) 5.6 $265M +59% 3.4M 77.39
Microsoft Corporation (MSFT) 5.5 $261M 927k 281.92
Alphabet Cap Stk Cl A (GOOGL) 5.5 $261M -23% 98k 2673.52
Uber Technologies (UBER) 4.6 $216M +13% 4.8M 44.80
Pagseguro Digital Com Cl A (PAGS) 3.9 $185M +100% 3.6M 51.72
Ferrari Nv Ord (RACE) 3.8 $179M NEW 856k 209.12
Rh (RH) 3.5 $166M NEW 249k 666.91
Bath &#38 Body Works In (BBWI) 3.5 $165M NEW 2.6M 63.03
Snap Cl A (SNAP) 3.5 $164M 2.2M 73.87

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Anaplan (PLAN) 3.5 $164M NEW 2.7M 60.89
General Motors Company (GM) 3.5 $164M 3.1M 52.71
Expedia Group Com New (EXPE) 3.4 $159M -36% 968k 163.90
Altice Usa Cl A (ATUS) 2.9 $138M +6% 6.7M 20.72
Catalent (CTLT) 2.8 $131M NEW 985k 133.07
TransDigm Group Incorporated (TDG) 2.6 $121M +48% 194k 624.57
Victorias Secret And Common Stock 2.2 $105M NEW 1.9M 55.26
Global E Online SHS (GLBE) 1.6 $77M NEW 1.1M 71.80
Zillow Group Cl C Cap Stk (Z) 0.8 $40M NEW 450k 88.14
Churchill Capital Corp Vi Com Cl A (CCVI) 0.7 $34M 3.5M 9.77
Cazoo Group 0.3 $16M NEW 2.0M 7.77
Gores Holdings Vii Com Cl A (GSEV) 0.1 $2.5M 251k 9.85
Conx Corp *w Exp 10/30/202 (CONXW) 0.0 $1.2M 1.0M 1.15
Churchill Capital Corp Vi *w Exp 02/17/202 (CCVI.WS) 0.0 $820k 684k 1.20
Humanco Acquisition Corp *w Exp 99/99/999 (HMCOW) 0.0 $446k 450k 0.99
Golden Arrow Merger Corp *w Exp 07/31/202 (GAMCW) 0.0 $170k 333k 0.51
Gores Holdings Vii *w Exp 02/25/202 (GSEVW) 0.0 $37k 31k 1.19

Past Filings by Palestra Capital Management

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

View all past filings