Palestra Capital Management as of Dec. 31, 2022
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 17 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.8 | $178M | 743k | 239.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.5 | $173M | 2.0M | 88.23 | |
| Visa Com Cl A (V) | 8.3 | $152M | 730k | 207.76 | |
| Meta Platforms Cl A (META) | 7.3 | $132M | 1.1M | 120.34 | |
| Workday Cl A (WDAY) | 7.1 | $129M | 772k | 167.33 | |
| Union Pacific Corporation (UNP) | 6.9 | $126M | 607k | 207.07 | |
| Ptc (PTC) | 6.5 | $119M | 990k | 120.04 | |
| Ferrari Nv Ord (RACE) | 6.0 | $109M | 507k | 214.22 | |
| Expedia Group Com New (EXPE) | 5.8 | $106M | 1.2M | 87.60 | |
| Vulcan Materials Company (VMC) | 5.8 | $105M | 599k | 175.11 | |
| Fidelity National Information Services (FIS) | 5.5 | $100M | 1.5M | 67.85 | |
| Avantor (AVTR) | 4.9 | $90M | 4.3M | 21.09 | |
| Hilton Worldwide Holdings (HLT) | 4.7 | $85M | 672k | 126.36 | |
| Las Vegas Sands (LVS) | 4.6 | $84M | 1.7M | 48.07 | |
| Johnson Ctls Intl SHS (JCI) | 4.6 | $83M | 1.3M | 64.00 | |
| Apollo Global Mgmt (APO) | 2.8 | $52M | 812k | 63.79 | |
| Conx Corp *w Exp 10/30/202 (CONXW) | 0.0 | $150k | 1.0M | 0.15 |
