Palestra Capital Management as of Dec. 31, 2013
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 26 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| KAR Auction Services (KAR) | 7.8 | $38M | 1.3M | 29.55 | |
| Semgroup Corp Cl A | 6.2 | $30M | 461k | 65.23 | |
| Huntsman Corporation (HUN) | 6.1 | $30M | 1.2M | 24.60 | |
| McGraw-Hill Companies | 5.5 | $27M | 344k | 78.20 | |
| Constellation Brands Cl A (STZ) | 5.1 | $25M | 355k | 70.38 | |
| Monsanto Company | 4.7 | $23M | 198k | 116.55 | |
| Crown Castle International | 4.4 | $22M | 294k | 73.43 | |
| Lowe's Companies (LOW) | 4.4 | $22M | 436k | 49.55 | |
| Twenty First Centy Fox Cl A | 4.4 | $21M | 610k | 35.17 | |
| Aon Shs Cl A | 4.3 | $21M | 251k | 83.89 | |
| CoreLogic | 4.3 | $21M | 586k | 35.53 | |
| Allegion Pub Ord Shs (ALLE) | 3.9 | $19M | 428k | 44.19 | |
| Google Cl A | 3.8 | $19M | 17k | 1120.73 | |
| Capital One Financial (COF) | 3.8 | $18M | 240k | 76.61 | |
| Xpo Logistics Inc equity (XPO) | 3.5 | $17M | 641k | 26.29 | |
| Herbalife Com Usd Shs (HLF) | 3.4 | $17M | 212k | 78.70 | |
| Tile Shop Hldgs (TTSH) | 3.1 | $15M | 834k | 18.07 | |
| Micron Technology (MU) | 3.0 | $15M | 666k | 21.75 | |
| C H Robinson Worldwide Com New Call Option (CHRW) | 2.7 | $13M | 225k | 58.35 | |
| Targa Res Corp (TRGP) | 2.7 | $13M | 146k | 88.17 | |
| Time Warner Cable | 2.6 | $13M | 94k | 135.50 | |
| Comcast Corp Cl A (CMCSA) | 2.5 | $12M | 237k | 51.96 | |
| eBay (EBAY) | 2.4 | $12M | 209k | 54.87 | |
| Facebook Cl A (META) | 2.2 | $11M | 196k | 54.65 | |
| Nexstar Broadcasting Group I Cl A (NXST) | 2.1 | $10M | 187k | 55.73 | |
| Charter Communications Inc D Cl A New | 0.9 | $4.4M | 32k | 136.75 |
