Palestra Capital Management as of June 30, 2020
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 25 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altice Usa Cl A (ATUS) | 6.0 | $241M | 11M | 22.54 | |
| Fidelity National Information Services (FIS) | 6.0 | $238M | 1.8M | 134.09 | |
| Dish Network Corporation Cl A | 5.9 | $236M | 6.8M | 34.51 | |
| Charter Communications Inc N Cl A (CHTR) | 5.6 | $225M | 441k | 510.04 | |
| Constellation Brands Cl A (STZ) | 5.6 | $224M | 1.3M | 174.95 | |
| Microsoft Corporation (MSFT) | 5.0 | $201M | 987k | 203.51 | |
| CSX Corporation (CSX) | 4.7 | $189M | 2.7M | 69.74 | |
| Uber Technologies (UBER) | 4.7 | $187M | 6.0M | 31.08 | |
| L3harris Technologies (LHX) | 4.6 | $183M | 1.1M | 169.67 | |
| Dollar Tree (DLTR) | 4.5 | $181M | 1.9M | 92.68 | |
| FleetCor Technologies | 4.5 | $178M | 706k | 251.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $164M | 116k | 1418.05 | |
| Verisign (VRSN) | 4.1 | $164M | 792k | 206.83 | |
| Lowe's Companies (LOW) | 4.1 | $164M | 1.2M | 135.12 | |
| Amazon (AMZN) | 3.6 | $144M | 52k | 2758.81 | |
| New York Times Cl A (NYT) | 3.3 | $131M | 3.1M | 42.03 | |
| Agilent Technologies Inc C ommon (A) | 3.2 | $129M | 1.5M | 88.37 | |
| Micron Technology (MU) | 3.1 | $125M | 2.4M | 51.52 | |
| O'reilly Automotive (ORLY) | 2.7 | $107M | 255k | 421.67 | |
| Nuance Communications | 2.7 | $106M | 4.2M | 25.31 | |
| Transunion (TRU) | 2.6 | $105M | 1.2M | 87.04 | |
| Raytheon Technologies Corp (RTX) | 2.6 | $103M | 1.7M | 61.62 | |
| Global Payments (GPN) | 2.4 | $98M | 575k | 169.62 | |
| Ally Financial (ALLY) | 2.3 | $91M | 4.6M | 19.83 | |
| Iaa | 2.0 | $78M | 2.0M | 38.57 |
