Palestra Capital Management as of Sept. 30, 2017
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 23 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 7.4 | $120M | 3.1M | 38.48 | |
| Dowdupont | 6.1 | $99M | 1.4M | 69.23 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.7 | $93M | 1.4M | 63.88 | |
| FleetCor Technologies | 5.6 | $90M | 580k | 154.77 | |
| Mohawk Industries (MHK) | 5.4 | $87M | 352k | 247.51 | |
| Ptc (PTC) | 5.4 | $87M | 1.5M | 56.28 | |
| Microsoft Corporation (MSFT) | 5.2 | $85M | 1.1M | 74.49 | |
| Alphabet Inc Class A cs (GOOGL) | 5.2 | $84M | 86k | 973.72 | |
| Hilton Worldwide Holdings (HLT) | 5.0 | $80M | 1.2M | 69.45 | |
| Praxair | 4.8 | $78M | 555k | 139.74 | |
| Vantiv Inc Cl A | 4.6 | $75M | 1.1M | 70.47 | |
| Univar | 4.5 | $73M | 2.5M | 28.93 | |
| Take-Two Interactive Software (TTWO) | 4.5 | $72M | 703k | 102.23 | |
| MGM Resorts International. (MGM) | 4.2 | $68M | 2.1M | 32.59 | |
| FMC Corporation (FMC) | 4.0 | $65M | 729k | 89.31 | |
| First Data | 4.0 | $65M | 3.6M | 18.04 | |
| Metropcs Communications (TMUS) | 3.7 | $60M | 969k | 61.66 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.8 | $45M | 124k | 363.42 | |
| Yandex Nv-a (YNDX) | 2.8 | $45M | 1.4M | 32.95 | |
| United Technologies Corporation | 2.5 | $40M | 343k | 116.08 | |
| eBay (EBAY) | 2.4 | $39M | 1.0M | 38.46 | |
| Us Foods Hldg Corp call (USFD) | 2.3 | $37M | 1.4M | 26.70 | |
| Lendingclub | 1.8 | $29M | 4.7M | 6.09 |
