Palestra Capital Management as of March 31, 2015
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 28 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Monsanto Company | 5.3 | $60M | 535k | 112.54 | |
| Lithia Mtrs Cl A (LAD) | 5.1 | $58M | 588k | 99.41 | |
| Mohawk Industries (MHK) | 5.0 | $57M | 309k | 185.75 | |
| KAR Auction Services (KAR) | 4.8 | $54M | 1.4M | 37.93 | |
| Liberty Global SHS CL C | 4.6 | $53M | 1.1M | 49.81 | |
| SBA Communications Corporation | 4.6 | $52M | 445k | 117.10 | |
| Lpl Financial Holdings (LPLA) | 4.4 | $50M | 1.1M | 43.86 | |
| McGraw-Hill Companies | 4.3 | $49M | 476k | 103.40 | |
| Ss&c Technologies Holding (SSNC) | 4.1 | $47M | 757k | 62.30 | |
| Dollar Tree (DLTR) | 4.1 | $47M | 575k | 81.15 | |
| Hldgs (UAL) | 4.0 | $46M | 685k | 67.25 | |
| Semgroup Corp Cl A | 4.0 | $46M | 561k | 81.34 | |
| Charter Communications Inc D Cl A New | 3.7 | $42M | 217k | 193.11 | |
| Canadian Pacific Railway | 3.5 | $40M | 218k | 183.10 | |
| Global Payments (GPN) | 3.5 | $40M | 433k | 91.68 | |
| McDonald's Corporation (MCD) | 3.5 | $39M | 404k | 97.44 | |
| Rock-tenn Cl A | 3.4 | $39M | 597k | 64.50 | |
| Baidu Spon Adr Rep A (BIDU) | 3.2 | $37M | 177k | 208.40 | |
| Google CL C | 3.2 | $37M | 67k | 548.00 | |
| Sabre (SABR) | 3.2 | $36M | 1.5M | 24.30 | |
| Advance Auto Parts (AAP) | 3.1 | $35M | 234k | 149.69 | |
| Sealed Air (SEE) | 2.9 | $33M | 726k | 45.56 | |
| Cheniere Energy Com New (LNG) | 2.8 | $32M | 417k | 77.40 | |
| Dynegy | 2.8 | $31M | 1.0M | 31.43 | |
| Micron Technology (MU) | 2.4 | $28M | 1.0M | 27.13 | |
| Tesoro Corporation | 1.8 | $21M | 230k | 91.29 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.5 | $17M | 296k | 56.60 | |
| Brookdale Senior Living (BKD) | 1.0 | $12M | 316k | 37.76 |
