Palestra Capital Management as of Sept. 30, 2018
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 19 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 9.1 | $197M | 2.8M | 70.18 | |
| Microsoft Corporation (MSFT) | 7.7 | $166M | 1.4M | 114.37 | |
| Comcast Corporation (CMCSA) | 7.3 | $157M | 4.4M | 35.41 | |
| Alphabet Inc Class A cs (GOOGL) | 7.3 | $157M | 130k | 1207.08 | |
| Alibaba Group Holding (BABA) | 7.2 | $156M | 948k | 164.76 | |
| Norfolk Southern (NSC) | 6.3 | $135M | 749k | 180.50 | |
| Hilton Worldwide Holdings (HLT) | 5.8 | $124M | 1.5M | 80.78 | |
| Ss&c Technologies Holding (SSNC) | 5.5 | $119M | 2.1M | 56.83 | |
| First Data | 5.4 | $117M | 4.8M | 24.47 | |
| Ihs Markit | 5.1 | $111M | 2.0M | 53.96 | |
| Tiffany & Co. | 5.0 | $109M | 846k | 128.97 | |
| Raymond James Financial (RJF) | 5.0 | $108M | 1.2M | 92.05 | |
| Spotify Technology Sa (SPOT) | 4.6 | $99M | 548k | 180.83 | |
| MGM Resorts International. (MGM) | 4.0 | $88M | 3.1M | 27.91 | |
| Wynn Resorts (WYNN) | 3.7 | $80M | 632k | 127.06 | |
| Mohawk Industries (MHK) | 3.7 | $80M | 455k | 175.35 | |
| Ptc (PTC) | 3.2 | $69M | 650k | 106.19 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 3.0 | $65M | 2.3M | 27.67 | |
| Global Payments (GPN) | 1.1 | $24M | 186k | 127.40 |
