Palestra Capital Management as of June 30, 2013
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 21 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| KAR Auction Services (KAR) | 8.3 | $20M | 880k | 22.87 | |
| Cbs Corp CL B | 6.8 | $16M | 334k | 48.87 | |
| BE Aerospace | 6.7 | $16M | 255k | 63.08 | |
| Owens Corning (OC) | 6.5 | $16M | 403k | 39.08 | |
| Liberty Global SHS CL C | 6.2 | $15M | 221k | 67.89 | |
| Mastercard Cl A (MA) | 6.1 | $15M | 26k | 574.48 | |
| Semgroup Corp Cl A | 5.9 | $14M | 266k | 53.86 | |
| Capital One Financial (COF) | 5.3 | $13M | 202k | 62.81 | |
| Dollar General (DG) | 4.9 | $12M | 236k | 50.43 | |
| Realogy Hldgs (HOUS) | 4.7 | $11M | 235k | 48.04 | |
| Mondelez Intl Cl A (MDLZ) | 4.5 | $11M | 382k | 28.53 | |
| Boeing Company (BA) | 3.9 | $9.5M | 92k | 102.44 | |
| Qualcomm (QCOM) | 3.9 | $9.4M | 154k | 61.09 | |
| Visa Com Cl A (V) | 3.9 | $9.3M | 51k | 182.76 | |
| Equinix Com New | 3.8 | $9.1M | 50k | 184.71 | |
| Aon Shs Cl A | 3.7 | $9.0M | 140k | 64.35 | |
| Charter Communications Inc D Cl A New | 3.5 | $8.5M | 68k | 123.85 | |
| Huntsman Corporation (HUN) | 3.3 | $8.0M | 485k | 16.56 | |
| Cemex Sab De Cv Spon Adr New (CX) | 3.1 | $7.4M | 696k | 10.58 | |
| TransDigm Group Incorporated (TDG) | 3.0 | $7.3M | 47k | 156.77 | |
| Time Warner Cable | 1.9 | $4.5M | 40k | 112.47 |
