Palestra Capital Management as of Dec. 31, 2018
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 10.4 | $217M | 3.4M | 63.61 | |
| Alphabet Inc Class A cs (GOOGL) | 10.1 | $210M | 201k | 1044.96 | |
| First Data | 8.3 | $173M | 10M | 16.91 | |
| Microsoft Corporation (MSFT) | 7.7 | $161M | 1.6M | 101.57 | |
| FleetCor Technologies | 7.4 | $154M | 831k | 185.72 | |
| Hilton Worldwide Holdings (HLT) | 6.5 | $136M | 1.9M | 71.80 | |
| Worldpay Ord | 6.4 | $134M | 1.8M | 76.43 | |
| Comcast Corporation (CMCSA) | 6.3 | $132M | 3.9M | 34.05 | |
| Copart (CPRT) | 6.0 | $126M | 2.6M | 47.78 | |
| Ihs Markit | 5.5 | $114M | 2.4M | 47.97 | |
| Sherwin-Williams Company (SHW) | 5.1 | $106M | 268k | 393.46 | |
| Ss&c Technologies Holding (SSNC) | 5.0 | $104M | 2.3M | 45.11 | |
| Norfolk Southern (NSC) | 4.5 | $94M | 628k | 149.54 | |
| Ptc (PTC) | 4.0 | $83M | 1.0M | 82.90 | |
| Boeing Company (BA) | 3.4 | $71M | 221k | 322.50 | |
| Union Pacific Corporation (UNP) | 3.2 | $66M | 477k | 138.23 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $649k | 6.3k | 103.02 | |
| Raymond James Financial (RJF) | 0.0 | $558k | 7.5k | 74.40 | |
| MGM Resorts International. (MGM) | 0.0 | $412k | 17k | 24.24 |
