Palestra Capital Management as of June 30, 2022
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 19 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.9 | $230M | 894k | 256.83 | |
| Dish Network Corporation Cl A | 10.1 | $214M | 12M | 17.93 | |
| Avantor (AVTR) | 9.8 | $207M | 6.6M | 31.10 | |
| Norfolk Southern (NSC) | 8.9 | $188M | 829k | 227.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.8 | $187M | 86k | 2179.27 | |
| Workday Cl A (WDAY) | 8.2 | $173M | 1.2M | 139.58 | |
| Transunion (TRU) | 7.5 | $158M | 2.0M | 79.99 | |
| Fidelity National Information Services (FIS) | 7.2 | $152M | 1.7M | 91.67 | |
| Expedia Group Com New (EXPE) | 6.1 | $129M | 1.4M | 94.83 | |
| Ferrari Nv Ord (RACE) | 5.6 | $118M | 644k | 183.48 | |
| Apollo Global Mgmt (APO) | 5.2 | $110M | 2.3M | 48.48 | |
| Vulcan Materials Company (VMC) | 4.2 | $88M | 618k | 142.10 | |
| Visa Com Cl A (V) | 3.7 | $79M | 400k | 196.89 | |
| Bath & Body Works In (BBWI) | 3.6 | $77M | 2.9M | 26.92 | |
| Amazon (AMZN) | 0.2 | $3.4M | 32k | 106.22 | |
| Gores Holdings Vii Com Cl A | 0.1 | $2.5M | 251k | 9.79 | |
| Conx Corp *w Exp 10/30/202 (CNXXW) | 0.0 | $156k | 1.0M | 0.16 | |
| Golden Arrow Merger Corp *w Exp 07/31/202 (GAMCW) | 0.0 | $23k | 333k | 0.07 | |
| Gores Holdings Vii *w Exp 02/25/202 | 0.0 | $14k | 31k | 0.45 |
