Palestra Capital Management

Palestra Capital Management as of June 30, 2017

Portfolio Holdings for Palestra Capital Management

Palestra Capital Management holds 23 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FleetCor Technologies (FLT) 7.8 $102M 707k 144.21
Mohawk Industries (MHK) 5.9 $77M 320k 241.69
FMC Corporation (FMC) 5.7 $75M 1.0M 73.05
Praxair 5.7 $74M 560k 132.55
Ptc (PTC) 5.7 $74M 1.3M 55.12
Metropcs Communications (TMUS) 5.6 $73M 1.2M 60.62
Visa (V) 5.4 $71M 755k 93.78
Wal-Mart Stores (WMT) 5.3 $69M 910k 75.68
Hilton Worldwide Holdings (HLT) 5.2 $68M 1.1M 61.85
First Data 5.2 $68M 3.7M 18.20
Alphabet Inc Class A cs (GOOGL) 5.2 $68M 73k 929.68
Take-Two Interactive Software (TTWO) 5.1 $66M 900k 73.38
Charter Communications Inc New Cl A cl a (CHTR) 4.9 $64M 189k 336.85
Vantiv Inc Cl A 4.8 $63M 995k 63.34
Restaurant Brands Intl Inc Com equity / large cap (QSR) 4.8 $63M 999k 62.54
Microsoft Corporation (MSFT) 4.0 $52M 750k 68.93
Ringcentral (RNG) 3.3 $43M 1.2M 36.55
Univar 3.3 $43M 1.5M 29.20
Dow Chemical Company 3.3 $43M 680k 63.07
Ss&c Technologies Holding (SSNC) 2.9 $38M 997k 38.41
Fintech Acquisition 0.4 $4.8M 320k 15.05
CoreLogic 0.2 $2.4M 55k 43.38
Snap Inc cl a (SNAP) 0.1 $711k 40k 17.78