Palestra Capital Management as of June 30, 2015
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 23 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ss&c Technologies Holding (SSNC) | 6.4 | $66M | 1.1M | 62.50 | |
| Baidu Spon Adr Rep A (BIDU) | 5.7 | $58M | 292k | 199.08 | |
| Mohawk Industries (MHK) | 5.2 | $53M | 278k | 190.90 | |
| KAR Auction Services (KAR) | 5.1 | $52M | 1.4M | 37.40 | |
| Ptc (PTC) | 5.1 | $52M | 1.3M | 41.02 | |
| Monsanto Company | 4.9 | $50M | 470k | 106.59 | |
| SBA Communications Corporation | 4.7 | $49M | 422k | 114.97 | |
| Google CL C | 4.7 | $48M | 92k | 520.51 | |
| McGraw-Hill Companies | 4.6 | $47M | 468k | 100.45 | |
| Liberty Global SHS CL C | 4.5 | $46M | 907k | 50.63 | |
| Semgroup Corp Cl A | 4.5 | $46M | 578k | 79.48 | |
| Cheniere Energy Com New (LNG) | 4.4 | $45M | 656k | 69.26 | |
| Dollar Tree (DLTR) | 4.4 | $45M | 566k | 78.99 | |
| McDonald's Corporation (MCD) | 4.3 | $44M | 465k | 95.07 | |
| Dynegy | 4.1 | $42M | 1.4M | 29.25 | |
| Lithia Mtrs Cl A (LAD) | 3.9 | $40M | 354k | 113.16 | |
| Canadian Pacific Railway | 3.9 | $40M | 248k | 160.14 | |
| Time Warner Cable | 3.9 | $40M | 223k | 178.17 | |
| Hldgs (UAL) | 3.9 | $40M | 745k | 53.01 | |
| Charter Communications Inc D Cl A New | 3.4 | $35M | 203k | 171.25 | |
| Global Payments (GPN) | 3.4 | $34M | 332k | 103.45 | |
| Webster Financial Corporation (WBS) | 3.2 | $32M | 820k | 39.55 | |
| Bank of New York Mellon Corporation (BK) | 2.0 | $20M | 485k | 41.97 |
