Palestra Capital Management as of Sept. 30, 2014
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 31 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| McGraw-Hill Companies | 6.0 | $70M | 831k | 84.45 | |
| Semgroup Corp Cl A | 5.4 | $63M | 758k | 83.27 | |
| Advance Auto Parts (AAP) | 5.1 | $60M | 461k | 130.30 | |
| Mohawk Industries (MHK) | 5.1 | $60M | 445k | 134.82 | |
| Baidu Spon Adr Rep A (BIDU) | 4.9 | $58M | 265k | 218.23 | |
| SBA Communications Corporation | 4.6 | $54M | 485k | 110.90 | |
| Monsanto Company | 4.5 | $53M | 470k | 112.51 | |
| Crown Castle International | 4.4 | $51M | 635k | 80.53 | |
| Comcast Corp Cl A (CMCSA) | 3.9 | $45M | 840k | 53.78 | |
| Transcanada Corp | 3.7 | $44M | 847k | 51.53 | |
| Global Payments (GPN) | 3.6 | $43M | 610k | 69.88 | |
| Twenty First Centy Fox CL B | 3.5 | $42M | 1.2M | 33.31 | |
| Allegion Pub Ord Shs (ALLE) | 3.4 | $40M | 837k | 47.64 | |
| Hldgs (UAL) | 3.3 | $39M | 836k | 46.79 | |
| Asbury Automotive (ABG) | 3.3 | $39M | 607k | 64.42 | |
| Micron Technology (MU) | 3.2 | $38M | 1.1M | 34.26 | |
| Lpl Financial Holdings (LPLA) | 3.1 | $36M | 791k | 46.05 | |
| Dollar General (DG) | 3.1 | $36M | 593k | 61.11 | |
| Google CL C | 3.1 | $36M | 62k | 577.37 | |
| Canadian Pacific Railway | 3.0 | $35M | 169k | 207.56 | |
| Cadence Design Systems (CDNS) | 2.8 | $32M | 1.9M | 17.21 | |
| Netflix (NFLX) | 2.7 | $32M | 71k | 451.17 | |
| Constellation Brands Cl A (STZ) | 2.7 | $31M | 360k | 87.16 | |
| Sunedison | 2.3 | $26M | 1.4M | 18.88 | |
| Sabre (SABR) | 2.2 | $26M | 1.5M | 17.92 | |
| Tesoro Corporation | 1.7 | $20M | 325k | 60.98 | |
| Time Warner Cable | 1.3 | $15M | 106k | 143.49 | |
| Huntsman Corporation (HUN) | 1.2 | $15M | 558k | 25.99 | |
| Terraform Pwr Cl A Com | 1.1 | $12M | 431k | 28.86 | |
| Adt Call Option | 0.9 | $11M | 300k | 35.46 | |
| Google Cl A | 0.8 | $9.4M | 16k | 588.40 |
