Palestra Capital Management as of Dec. 31, 2021
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 27 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dish Network Corporation Cl A | 10.8 | $375M | 12M | 32.44 | |
| Avantor (AVTR) | 8.8 | $305M | 7.2M | 42.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $260M | 90k | 2897.04 | |
| Microsoft Corporation (MSFT) | 6.7 | $232M | 691k | 336.32 | |
| Fidelity National Information Services (FIS) | 6.7 | $231M | 2.1M | 109.15 | |
| Workday Cl A (WDAY) | 6.5 | $225M | 825k | 273.18 | |
| Expedia Group Com New (EXPE) | 6.1 | $210M | 1.2M | 180.72 | |
| Norfolk Southern (NSC) | 5.4 | $188M | 632k | 297.71 | |
| Vulcan Materials Company (VMC) | 5.4 | $186M | 897k | 207.58 | |
| Ferrari Nv Ord (RACE) | 5.2 | $181M | 701k | 258.82 | |
| Te Connectivity SHS (TEL) | 4.6 | $161M | 995k | 161.34 | |
| Bath & Body Works In (BBWI) | 4.6 | $158M | 2.3M | 69.79 | |
| TransDigm Group Incorporated (TDG) | 4.5 | $156M | 245k | 636.28 | |
| Amazon (AMZN) | 3.9 | $136M | 41k | 3334.33 | |
| Dupont De Nemours (DD) | 3.8 | $132M | 1.6M | 80.78 | |
| Martin Marietta Materials (MLM) | 3.5 | $121M | 274k | 440.52 | |
| TJX Companies (TJX) | 2.9 | $101M | 1.3M | 75.92 | |
| Apollo Global Mgmt Com Cl A | 1.1 | $39M | 534k | 72.43 | |
| Kkr & Co (KKR) | 1.1 | $37M | 499k | 74.50 | |
| Performance Food (PFGC) | 0.3 | $12M | 256k | 45.89 | |
| Anaplan | 0.1 | $4.7M | 104k | 45.85 | |
| Gores Holdings Vii Com Cl A | 0.1 | $2.5M | 251k | 9.78 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $860k | 1.0M | 0.86 | |
| Churchill Capital Corp Vi *w Exp 02/17/202 | 0.0 | $701k | 684k | 1.03 | |
| Humanco Acquisition Corp *w Exp 99/99/999 | 0.0 | $338k | 450k | 0.75 | |
| Golden Arrow Merger Corp *w Exp 07/31/202 (GAMCW) | 0.0 | $166k | 333k | 0.50 | |
| Gores Holdings Vii *w Exp 02/25/202 | 0.0 | $43k | 31k | 1.38 |
