Palestra Capital Management as of Dec. 31, 2020
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 29 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dish Network Corporation Cl A Call Option | 7.1 | $362M | 11M | 32.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $336M | 192k | 1752.64 | |
| Altice Usa Cl A (ATUS) | 6.5 | $332M | 8.8M | 37.87 | |
| Fidelity National Information Services (FIS) | 6.1 | $308M | 2.2M | 141.46 | |
| Microsoft Corporation (MSFT) | 6.0 | $303M | 1.4M | 222.42 | |
| Uber Technologies (UBER) | 5.3 | $267M | 5.2M | 51.00 | |
| Avantor (AVTR) | 4.9 | $249M | 8.8M | 28.15 | |
| Nuance Communications | 4.2 | $216M | 4.9M | 44.09 | |
| Las Vegas Sands (LVS) | 3.8 | $193M | 3.2M | 59.60 | |
| Constellation Brands Cl A (STZ) | 3.8 | $193M | 879k | 219.05 | |
| CSX Corporation (CSX) | 3.5 | $180M | 2.0M | 90.75 | |
| FleetCor Technologies | 3.5 | $177M | 650k | 272.83 | |
| Transunion (TRU) | 3.4 | $175M | 1.8M | 99.22 | |
| Analog Devices (ADI) | 3.3 | $167M | 1.1M | 147.73 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.2 | $163M | 1.0M | 158.37 | |
| Booking Holdings (BKNG) | 3.1 | $159M | 72k | 2227.26 | |
| Expedia Group Com New (EXPE) | 3.1 | $159M | 1.2M | 132.40 | |
| Advanced Micro Devices (AMD) | 3.0 | $153M | 1.7M | 91.71 | |
| Agilent Technologies Inc C ommon (A) | 2.9 | $148M | 1.2M | 118.49 | |
| L Brands | 2.9 | $145M | 3.9M | 37.19 | |
| Anaplan | 2.8 | $140M | 2.0M | 71.85 | |
| Cit Group Com New | 2.6 | $130M | 3.6M | 35.90 | |
| Target Corporation (TGT) | 2.5 | $126M | 716k | 176.53 | |
| Amazon (AMZN) | 2.1 | $107M | 33k | 3256.93 | |
| Sabre (SABR) | 2.1 | $107M | 8.9M | 12.02 | |
| Conx Corp Unit 10/30/2027 (CONXU) | 0.8 | $42M | 4.0M | 10.45 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.6 | $31M | 55k | 574.26 | |
| Humanco Acquisition Corp Unit 12/08/2023 | 0.2 | $9.9M | 900k | 11.02 | |
| CarMax (KMX) | 0.0 | $1.0M | 11k | 94.45 |
