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

Palestra Capital Management holds 22 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dish Network Corporation Cl A (DISH) 11.0 $354M -3% 11M 31.65
Avantor (AVTR) 8.3 $265M +8% 7.8M 33.82
Microsoft Corporation (MSFT) 8.1 $260M +21% 842k 308.31
Vulcan Materials Company (VMC) 7.5 $241M +46% 1.3M 183.70
Workday Cl A (WDAY) 7.5 $241M +21% 1.0M 239.46
Alphabet Cap Stk Cl A (GOOGL) 7.0 $225M -9% 81k 2781.35
Amazon (AMZN) 5.9 $188M +41% 58k 3259.96
Expedia Group Com New (EXPE) 5.8 $187M -17% 954k 195.67
Fidelity National Information Services (FIS) 5.8 $185M -13% 1.8M 100.42
Norfolk Southern (NSC) 5.1 $163M -9% 572k 285.22
Transunion (TRU) 4.1 $133M NEW 1.3M 103.34
Hilton Worldwide Holdings (HLT) 4.0 $130M NEW 855k 151.74
Outfront Media (OUT) 4.0 $127M NEW 4.5M 28.43
Ferrari Nv Ord (RACE) 3.5 $113M -26% 517k 218.09

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Charles Schwab Corporation (SCHW) 3.2 $104M NEW 1.2M 84.31
Union Pacific Corporation (UNP) 3.2 $102M NEW 373k 273.21
Bath &#38 Body Works In (BBWI) 3.1 $100M -7% 2.1M 47.80
Apollo Global Mgmt (APO) 2.9 $92M NEW 1.5M 61.99
Gores Holdings Vii Com Cl A (GSEV) 0.1 $2.5M 251k 9.79
Conx Corp *w Exp 10/30/202 (CONXW) 0.0 $433k 1.0M 0.43
Golden Arrow Merger Corp *w Exp 07/31/202 (GAMCW) 0.0 $104k 333k 0.31
Gores Holdings Vii *w Exp 02/25/202 (GSEVW) 0.0 $27k 31k 0.87

Past Filings by Palestra Capital Management

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

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