Palestra Capital Management as of March 31, 2018
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 19 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dowdupont | 7.5 | $136M | 2.1M | 63.71 | |
| Microsoft Corporation (MSFT) | 7.2 | $130M | 1.4M | 91.27 | |
| Comcast Corporation (CMCSA) | 7.2 | $130M | 3.8M | 34.17 | |
| First Data | 6.8 | $123M | 7.7M | 16.00 | |
| Mohawk Industries (MHK) | 6.7 | $120M | 519k | 232.22 | |
| Ss&c Technologies Holding (SSNC) | 5.8 | $104M | 1.9M | 53.64 | |
| Ihs Markit | 5.6 | $101M | 2.1M | 48.24 | |
| Alphabet Inc Class A cs (GOOGL) | 5.2 | $94M | 91k | 1037.14 | |
| Metropcs Communications (TMUS) | 4.9 | $88M | 1.4M | 61.04 | |
| Facebook Inc cl a (META) | 4.8 | $87M | 546k | 159.79 | |
| FleetCor Technologies | 4.7 | $85M | 420k | 202.50 | |
| MGM Resorts International. (MGM) | 4.6 | $83M | 2.4M | 35.02 | |
| Dollar Tree (DLTR) | 4.4 | $80M | 841k | 94.90 | |
| Autodesk (ADSK) | 4.3 | $77M | 613k | 125.58 | |
| Ptc (PTC) | 4.2 | $75M | 967k | 78.01 | |
| Alibaba Group Holding (BABA) | 4.2 | $75M | 410k | 183.54 | |
| Electronic Arts (EA) | 4.1 | $74M | 610k | 121.24 | |
| Delphi Technologies | 4.0 | $72M | 1.5M | 47.65 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 3.8 | $69M | 1.2M | 56.92 |
