Palestra Capital Management as of Dec. 31, 2015
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 21 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| McDonald's Corporation (MCD) | 8.2 | $71M | 596k | 118.14 | |
| KAR Auction Services (KAR) | 7.8 | $67M | 1.8M | 37.03 | |
| Alphabet Inc Class C cs (GOOG) | 7.8 | $67M | 88k | 758.88 | |
| Mohawk Industries (MHK) | 7.3 | $63M | 331k | 189.39 | |
| Monsanto Company | 6.9 | $60M | 609k | 98.52 | |
| Ss&c Technologies Holding (SSNC) | 6.8 | $59M | 859k | 68.27 | |
| McGraw-Hill Companies | 6.8 | $59M | 594k | 98.58 | |
| Charter Communications | 5.6 | $49M | 266k | 183.10 | |
| Dollar Tree (DLTR) | 5.5 | $48M | 616k | 77.22 | |
| Webster Financial Corporation (WBS) | 4.1 | $36M | 954k | 37.19 | |
| Amazon (AMZN) | 4.1 | $35M | 53k | 675.88 | |
| SBA Communications Corporation | 4.1 | $35M | 336k | 105.07 | |
| Ptc (PTC) | 4.0 | $34M | 991k | 34.63 | |
| Lithia Motors (LAD) | 3.7 | $32M | 303k | 106.67 | |
| Liberty Global Inc C | 3.7 | $32M | 790k | 40.77 | |
| Vulcan Materials Company (VMC) | 3.5 | $30M | 314k | 94.97 | |
| Liberty Global Inc Com Ser A | 3.4 | $30M | 699k | 42.36 | |
| Crown Castle Intl (CCI) | 3.2 | $28M | 321k | 86.45 | |
| Time Warner Cable | 2.0 | $17M | 93k | 185.59 | |
| TransDigm Group Incorporated (TDG) | 1.3 | $11M | 50k | 228.46 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $2.3M | 3.0k | 778.00 |
