Palestra Capital Management as of March 31, 2014
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 28 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| KAR Auction Services (KAR) | 6.2 | $48M | 1.6M | 30.35 | |
| McGraw-Hill Companies | 5.4 | $42M | 547k | 76.30 | |
| Semgroup Corp cl a | 5.3 | $42M | 634k | 65.68 | |
| Allegion Plc equity (ALLE) | 4.8 | $38M | 721k | 52.17 | |
| Comcast Corporation (CMCSA) | 4.5 | $35M | 701k | 50.04 | |
| American Airls (AAL) | 4.5 | $35M | 952k | 36.60 | |
| Constellation Brands (STZ) | 4.4 | $35M | 406k | 84.97 | |
| 4.3 | $34M | 30k | 1114.50 | ||
| United Rentals (URI) | 4.2 | $33M | 344k | 94.94 | |
| Fox News | 4.1 | $32M | 1.0M | 31.12 | |
| Popular (BPOP) | 4.0 | $32M | 1.0M | 30.99 | |
| Advance Auto Parts (AAP) | 4.0 | $31M | 247k | 126.50 | |
| Lowe's Companies (LOW) | 3.8 | $30M | 602k | 48.90 | |
| Crown Castle International | 3.7 | $29M | 389k | 73.78 | |
| eBay (EBAY) | 3.7 | $29M | 518k | 55.24 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $27M | 407k | 65.74 | |
| Nxp Semiconductors N V (NXPI) | 3.4 | $26M | 447k | 58.81 | |
| Monsanto Company | 3.0 | $24M | 209k | 113.77 | |
| Canadian Pacific Railway | 3.0 | $24M | 158k | 149.83 | |
| Herbalife Ltd Com Stk (HLF) | 3.0 | $24M | 411k | 57.27 | |
| Snap-on Incorporated (SNA) | 2.9 | $23M | 198k | 113.48 | |
| Micron Technology (MU) | 2.9 | $22M | 937k | 23.66 | |
| Asbury Automotive (ABG) | 2.8 | $22M | 400k | 55.31 | |
| Huntsman Corporation (HUN) | 2.8 | $22M | 883k | 24.42 | |
| Gnc Holdings Inc Cl A | 2.6 | $20M | 462k | 44.02 | |
| H&R Block (HRB) | 1.9 | $15M | 480k | 30.19 | |
| World Wrestling Entertainment | 1.1 | $8.7M | 302k | 28.88 | |
| Twenty-first Century Fox | 0.2 | $1.7M | 53k | 31.97 |
