Palestra Capital Management as of Sept. 30, 2015
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 24 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Google CL C | 6.8 | $71M | 116k | 608.42 | |
| Mohawk Industries (MHK) | 6.0 | $62M | 343k | 181.79 | |
| Ss&c Technologies Holding (SSNC) | 5.7 | $59M | 837k | 70.04 | |
| McGraw-Hill Companies | 5.6 | $58M | 675k | 86.50 | |
| Dollar Tree (DLTR) | 5.6 | $58M | 871k | 66.66 | |
| SBA Communications Corporation | 5.4 | $56M | 536k | 104.74 | |
| Vulcan Materials Company (VMC) | 5.4 | $56M | 623k | 89.20 | |
| KAR Auction Services (KAR) | 5.3 | $55M | 1.5M | 35.50 | |
| McDonald's Corporation (MCD) | 5.2 | $54M | 551k | 98.53 | |
| Air Products & Chemicals (APD) | 4.9 | $50M | 395k | 127.58 | |
| Monsanto Company | 4.8 | $50M | 580k | 85.34 | |
| Liberty Global SHS CL C | 4.6 | $47M | 1.2M | 41.02 | |
| Charter Communications Inc D Cl A New | 4.4 | $45M | 258k | 175.85 | |
| Global Payments (GPN) | 4.2 | $43M | 376k | 114.73 | |
| Ptc (PTC) | 4.1 | $43M | 1.3M | 31.74 | |
| Dynegy | 4.0 | $41M | 2.0M | 20.67 | |
| Hldgs (UAL) | 3.6 | $37M | 695k | 53.05 | |
| Lithia Mtrs Cl A (LAD) | 3.3 | $34M | 312k | 108.11 | |
| Amazon (AMZN) | 3.2 | $33M | 65k | 511.89 | |
| Webster Financial Corporation (WBS) | 3.1 | $33M | 915k | 35.63 | |
| Semgroup Corp Cl A | 2.6 | $27M | 628k | 43.24 | |
| Airgas | 2.0 | $21M | 230k | 89.33 | |
| Liberty Global Shs Cl A | 0.3 | $3.3M | 76k | 42.93 | |
| Google Cl A | 0.2 | $1.9M | 3.0k | 638.33 |
