Palestra Capital Management as of Sept. 30, 2022
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 18 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.2 | $196M | 843k | 232.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.0 | $192M | 2.0M | 95.65 | |
| Union Pacific Corporation (UNP) | 8.6 | $182M | 936k | 194.82 | |
| Workday Cl A (WDAY) | 7.4 | $157M | 1.0M | 152.22 | |
| Visa Com Cl A (V) | 7.0 | $150M | 842k | 177.65 | |
| Vulcan Materials Company (VMC) | 6.7 | $143M | 908k | 157.71 | |
| Ferrari Nv Ord (RACE) | 6.2 | $131M | 710k | 185.00 | |
| Dish Network Corporation Cl A | 5.7 | $120M | 8.7M | 13.83 | |
| Amazon (AMZN) | 5.6 | $119M | 1.1M | 113.00 | |
| Netflix (NFLX) | 5.5 | $116M | 494k | 235.44 | |
| Ptc (PTC) | 5.3 | $113M | 1.1M | 104.60 | |
| Expedia Group Com New (EXPE) | 5.0 | $105M | 1.1M | 93.69 | |
| Hilton Worldwide Holdings (HLT) | 4.7 | $99M | 820k | 120.62 | |
| Avantor (AVTR) | 3.8 | $80M | 4.1M | 19.60 | |
| Bath & Body Works In (BBWI) | 3.7 | $79M | 2.4M | 32.60 | |
| Apollo Global Mgmt (APO) | 3.5 | $74M | 1.6M | 46.50 | |
| Trane Technologies SHS (TT) | 3.3 | $70M | 480k | 144.81 | |
| Conx Corp *w Exp 10/30/202 (CNXXW) | 0.0 | $80k | 1.0M | 0.08 |
