Palestra Capital Management as of Dec. 31, 2017
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 21 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 9.6 | $172M | 4.3M | 40.05 | |
| Dowdupont | 8.2 | $147M | 2.1M | 71.22 | |
| Metropcs Communications (TMUS) | 6.3 | $113M | 1.8M | 63.51 | |
| Alphabet Inc Class A cs (GOOGL) | 6.0 | $107M | 102k | 1053.40 | |
| FleetCor Technologies | 5.7 | $102M | 530k | 192.43 | |
| Microsoft Corporation (MSFT) | 5.4 | $96M | 1.1M | 85.54 | |
| Mohawk Industries (MHK) | 5.1 | $91M | 331k | 275.90 | |
| MGM Resorts International. (MGM) | 5.0 | $89M | 2.7M | 33.39 | |
| Ptc (PTC) | 4.7 | $84M | 1.4M | 60.77 | |
| Yandex Nv-a (YNDX) | 4.6 | $82M | 2.5M | 32.75 | |
| Univar | 4.3 | $77M | 2.5M | 30.96 | |
| Facebook Inc cl a (META) | 4.1 | $73M | 412k | 176.46 | |
| Hilton Worldwide Holdings (HLT) | 4.0 | $72M | 906k | 79.86 | |
| First Data | 3.9 | $69M | 4.1M | 16.71 | |
| Boeing Company (BA) | 3.7 | $66M | 225k | 294.91 | |
| Vantiv Inc Cl A | 3.6 | $65M | 886k | 73.55 | |
| Broad | 3.6 | $64M | 250k | 256.90 | |
| Autodesk (ADSK) | 3.4 | $60M | 573k | 104.83 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 3.3 | $59M | 963k | 61.48 | |
| Nucor Corporation (NUE) | 3.1 | $55M | 865k | 63.58 | |
| Euronet Worldwide (EEFT) | 2.2 | $40M | 475k | 84.27 |
