Palestra Capital Management as of March 31, 2016
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 25 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fidelity National Information Services (FIS) | 7.5 | $79M | 1.3M | 63.31 | |
| Newell Rubbermaid (NWL) | 7.3 | $77M | 1.7M | 44.29 | |
| Charter Communications | 6.2 | $65M | 323k | 202.43 | |
| Mohawk Industries (MHK) | 5.9 | $63M | 329k | 190.90 | |
| Monsanto Company | 5.5 | $58M | 657k | 87.74 | |
| Ss&c Technologies Holding (SSNC) | 5.3 | $56M | 888k | 63.42 | |
| Ptc (PTC) | 5.1 | $54M | 1.6M | 33.16 | |
| Global Payments (GPN) | 4.5 | $47M | 720k | 65.30 | |
| McGraw-Hill Companies | 4.1 | $43M | 435k | 98.98 | |
| KAR Auction Services (KAR) | 4.0 | $43M | 1.1M | 38.14 | |
| Netflix (NFLX) | 3.9 | $41M | 401k | 102.23 | |
| Coca-cola Enterprises | 3.7 | $39M | 769k | 50.74 | |
| Alphabet Inc Class A cs (GOOGL) | 3.3 | $35M | 46k | 762.89 | |
| Alliance Data Systems Corporation (BFH) | 3.3 | $35M | 160k | 220.00 | |
| Autodesk (ADSK) | 3.2 | $34M | 587k | 58.31 | |
| Semgroup Corp cl a | 3.2 | $34M | 1.5M | 22.40 | |
| McDonald's Corporation (MCD) | 3.2 | $34M | 268k | 125.68 | |
| Crown Castle Intl (CCI) | 3.2 | $34M | 389k | 86.50 | |
| Lithia Motors (LAD) | 3.1 | $33M | 375k | 87.33 | |
| Alphabet Inc Class C cs (GOOG) | 2.9 | $30M | 41k | 744.94 | |
| Markit | 2.8 | $29M | 832k | 35.35 | |
| ConocoPhillips (COP) | 2.6 | $28M | 685k | 40.27 | |
| Liberty Global Inc Com Ser A | 2.5 | $27M | 689k | 38.50 | |
| Liberty Global Inc C | 2.0 | $22M | 571k | 37.56 | |
| Ihs | 1.7 | $18M | 142k | 124.16 |
