Palestra Capital Management as of Sept. 30, 2020
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 28 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dish Network Corporation Cl A Call Option | 6.7 | $289M | 9.9M | 29.03 | |
| Altice Usa Cl A (ATUS) | 6.6 | $284M | 11M | 26.00 | |
| Microsoft Corporation (MSFT) | 6.5 | $277M | 1.3M | 210.33 | |
| Fidelity National Information Services (FIS) | 5.6 | $241M | 1.6M | 147.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $229M | 157k | 1465.60 | |
| Constellation Brands Cl A (STZ) | 5.2 | $224M | 1.2M | 189.51 | |
| Agilent Technologies Inc C ommon (A) | 4.5 | $194M | 1.9M | 100.94 | |
| Transunion (TRU) | 4.4 | $188M | 2.2M | 84.13 | |
| Nuance Communications | 4.3 | $184M | 5.5M | 33.19 | |
| CarMax (KMX) | 4.2 | $181M | 2.0M | 91.91 | |
| CSX Corporation (CSX) | 4.2 | $179M | 2.3M | 77.67 | |
| FleetCor Technologies | 3.9 | $169M | 711k | 238.10 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.9 | $166M | 565k | 293.98 | |
| Uber Technologies (UBER) | 3.6 | $157M | 4.3M | 36.48 | |
| Avantor (AVTR) | 3.6 | $154M | 6.8M | 22.49 | |
| Anaplan | 3.2 | $138M | 2.2M | 62.58 | |
| Global Payments (GPN) | 3.1 | $134M | 757k | 177.58 | |
| Entegris (ENTG) | 3.0 | $129M | 1.7M | 74.34 | |
| Amazon (AMZN) | 2.7 | $116M | 37k | 3148.72 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.7 | $114M | 1.4M | 81.07 | |
| Square Cl A (SQ) | 2.5 | $109M | 672k | 162.55 | |
| Booking Holdings (BKNG) | 2.3 | $101M | 59k | 1710.68 | |
| Expedia Group Com New (EXPE) | 2.2 | $96M | 1.0M | 91.69 | |
| Outfront Media (OUT) | 1.8 | $79M | 5.4M | 14.55 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.1 | $48M | 335k | 142.87 | |
| L3harris Technologies (LHX) | 1.1 | $45M | 266k | 169.84 | |
| L Brands | 1.0 | $43M | 1.3M | 31.81 | |
| Charter Communications Inc N Cl A (CHTR) | 0.7 | $30M | 48k | 624.34 |
