Palestra Capital Management as of June 30, 2018
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 24 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 7.0 | $159M | 4.9M | 32.81 | |
| First Data | 5.6 | $128M | 6.1M | 20.93 | |
| Dowdupont | 5.5 | $127M | 1.9M | 65.92 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.4 | $123M | 2.0M | 60.30 | |
| Mohawk Industries (MHK) | 5.4 | $123M | 572k | 214.27 | |
| Metropcs Communications (TMUS) | 5.2 | $119M | 2.0M | 59.75 | |
| Microsoft Corporation (MSFT) | 5.2 | $118M | 1.2M | 98.61 | |
| Facebook Inc cl a (META) | 5.1 | $117M | 603k | 194.32 | |
| Alibaba Group Holding (BABA) | 4.8 | $110M | 590k | 185.53 | |
| Ss&c Technologies Holding (SSNC) | 4.2 | $97M | 1.9M | 51.90 | |
| Ihs Markit | 4.2 | $95M | 1.8M | 51.59 | |
| Norfolk Southern (NSC) | 4.1 | $94M | 620k | 150.87 | |
| Ptc (PTC) | 3.8 | $87M | 930k | 93.81 | |
| Raymond James Financial (RJF) | 3.7 | $85M | 953k | 89.35 | |
| Delphi Technologies | 3.6 | $82M | 1.8M | 45.46 | |
| Electronic Arts (EA) | 3.5 | $81M | 574k | 141.02 | |
| MGM Resorts International. (MGM) | 3.4 | $79M | 2.7M | 29.03 | |
| Dollar Tree (DLTR) | 3.2 | $73M | 860k | 85.00 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $70M | 62k | 1129.19 | |
| Take-Two Interactive Software (TTWO) | 3.0 | $69M | 586k | 118.36 | |
| Global Payments (GPN) | 3.0 | $68M | 610k | 111.49 | |
| Tiffany & Co. | 2.9 | $66M | 498k | 131.60 | |
| Spotify Technology Sa (SPOT) | 2.7 | $61M | 362k | 168.24 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 2.6 | $59M | 2.1M | 27.75 |
