Palestra Capital Management as of Dec. 31, 2012
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 23 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications | 6.3 | $8.3M | 109k | 76.24 | |
| Mondelez Int (MDLZ) | 6.2 | $8.2M | 321k | 25.45 | |
| CBS Corporation | 5.5 | $7.3M | 193k | 38.05 | |
| Liberty Global | 5.2 | $6.9M | 109k | 62.96 | |
| MasterCard Incorporated (MA) | 4.9 | $6.5M | 13k | 491.25 | |
| Lamar Advertising Company | 4.8 | $6.4M | 165k | 38.75 | |
| Equinix | 4.8 | $6.4M | 31k | 206.19 | |
| FleetCor Technologies | 4.8 | $6.4M | 119k | 53.65 | |
| Tripadvisor (TRIP) | 4.8 | $6.3M | 151k | 41.92 | |
| Interxion Holding | 4.8 | $6.3M | 266k | 23.76 | |
| Semgroup Corp cl a | 4.6 | $6.1M | 157k | 39.08 | |
| Colfax Corporation | 4.1 | $5.4M | 135k | 40.35 | |
| Dollar General (DG) | 4.0 | $5.3M | 120k | 44.09 | |
| Visa (V) | 3.9 | $5.2M | 35k | 151.59 | |
| Owens Corning (OC) | 3.9 | $5.1M | 139k | 36.99 | |
| Sherwin-Williams Company (SHW) | 3.8 | $5.1M | 33k | 153.82 | |
| Sally Beauty Holdings (SBH) | 3.8 | $5.0M | 213k | 23.57 | |
| Canadian Pacific Railway | 3.8 | $5.0M | 49k | 101.65 | |
| BE Aerospace | 3.7 | $4.9M | 99k | 49.40 | |
| News Corporation | 3.4 | $4.6M | 179k | 25.51 | |
| Airgas | 3.4 | $4.5M | 49k | 91.29 | |
| Realogy Hldgs (HOUS) | 3.2 | $4.3M | 102k | 41.96 | |
| Sirius XM Radio | 2.4 | $3.2M | 1.1M | 2.89 |
