Palestra Capital Management as of March 31, 2019
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 24 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Worldpay Ord | 7.7 | $234M | 2.1M | 113.50 | |
| FleetCor Technologies | 6.1 | $186M | 753k | 246.59 | |
| Alphabet Inc Class A cs (GOOGL) | 5.9 | $181M | 154k | 1176.89 | |
| Black Knight | 5.3 | $163M | 3.0M | 54.50 | |
| Metropcs Communications (TMUS) | 5.2 | $160M | 2.3M | 69.10 | |
| Norfolk Southern (NSC) | 5.2 | $157M | 841k | 186.89 | |
| Union Pacific Corporation (UNP) | 5.1 | $157M | 940k | 167.20 | |
| Walt Disney Company (DIS) | 4.5 | $139M | 1.2M | 111.03 | |
| Microsoft Corporation (MSFT) | 4.4 | $133M | 1.1M | 117.94 | |
| Ihs Markit | 4.2 | $128M | 2.3M | 54.38 | |
| Altice Usa Inc cl a (ATUS) | 4.2 | $127M | 5.9M | 21.48 | |
| Comcast Corporation (CMCSA) | 4.1 | $126M | 3.2M | 39.98 | |
| Visa (V) | 3.7 | $114M | 730k | 156.19 | |
| Booking Holdings (BKNG) | 3.7 | $113M | 65k | 1744.91 | |
| Adobe Systems Incorporated (ADBE) | 3.6 | $110M | 414k | 266.49 | |
| New York Times Company (NYT) | 3.3 | $101M | 3.1M | 32.85 | |
| Hilton Worldwide Holdings (HLT) | 3.3 | $101M | 1.2M | 83.11 | |
| CarMax (KMX) | 3.3 | $100M | 1.4M | 69.80 | |
| Copart (CPRT) | 3.1 | $96M | 1.6M | 60.59 | |
| W.R. Grace & Co. | 3.1 | $94M | 1.2M | 78.04 | |
| Take-Two Interactive Software (TTWO) | 3.0 | $92M | 971k | 94.37 | |
| Us Foods Hldg Corp call (USFD) | 3.0 | $92M | 2.6M | 34.91 | |
| Dollar Tree (DLTR) | 2.6 | $80M | 757k | 105.04 | |
| Ptc (PTC) | 2.4 | $72M | 785k | 92.18 |
