Palestra Capital Management as of March 31, 2022
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 22 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dish Network Corporation Cl A | 11.0 | $354M | 11M | 31.65 | |
| Avantor (AVTR) | 8.3 | $265M | 7.8M | 33.82 | |
| Microsoft Corporation (MSFT) | 8.1 | $260M | 842k | 308.31 | |
| Vulcan Materials Company (VMC) | 7.5 | $241M | 1.3M | 183.70 | |
| Workday Cl A (WDAY) | 7.5 | $241M | 1.0M | 239.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $225M | 81k | 2781.35 | |
| Amazon (AMZN) | 5.9 | $188M | 58k | 3259.96 | |
| Expedia Group Com New (EXPE) | 5.8 | $187M | 954k | 195.67 | |
| Fidelity National Information Services (FIS) | 5.8 | $185M | 1.8M | 100.42 | |
| Norfolk Southern (NSC) | 5.1 | $163M | 572k | 285.22 | |
| Transunion (TRU) | 4.1 | $133M | 1.3M | 103.34 | |
| Hilton Worldwide Holdings (HLT) | 4.0 | $130M | 855k | 151.74 | |
| Outfront Media (OUT) | 4.0 | $127M | 4.5M | 28.43 | |
| Ferrari Nv Ord (RACE) | 3.5 | $113M | 517k | 218.09 | |
| Charles Schwab Corporation (SCHW) | 3.2 | $104M | 1.2M | 84.31 | |
| Union Pacific Corporation (UNP) | 3.2 | $102M | 373k | 273.21 | |
| Bath & Body Works In (BBWI) | 3.1 | $100M | 2.1M | 47.80 | |
| Apollo Global Mgmt (APO) | 2.9 | $92M | 1.5M | 61.99 | |
| Gores Holdings Vii Com Cl A | 0.1 | $2.5M | 251k | 9.79 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $433k | 1.0M | 0.43 | |
| Golden Arrow Merger Corp *w Exp 07/31/202 (GAMCW) | 0.0 | $104k | 333k | 0.31 | |
| Gores Holdings Vii *w Exp 02/25/202 | 0.0 | $27k | 31k | 0.87 |
