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 | 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 |
