Palestra Capital Management

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 (FLT) 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