Palestra Capital Management as of March 31, 2023
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 7.8 | $145M | 686k | 211.94 | |
| salesforce (CRM) | 6.6 | $123M | 616k | 199.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $116M | 1.1M | 103.73 | |
| Microsoft Corporation (MSFT) | 6.1 | $113M | 392k | 288.30 | |
| Visa Com Cl A (V) | 6.0 | $112M | 499k | 225.46 | |
| CSX Corporation (CSX) | 5.9 | $110M | 3.7M | 29.94 | |
| Ptc (PTC) | 5.6 | $104M | 809k | 128.23 | |
| Vulcan Materials Company (VMC) | 5.2 | $96M | 562k | 171.56 | |
| Clorox Company (CLX) | 5.1 | $94M | 594k | 158.24 | |
| Performance Food (PFGC) | 4.6 | $86M | 1.4M | 60.34 | |
| Workday Cl A (WDAY) | 4.2 | $77M | 375k | 206.54 | |
| Intuit (INTU) | 4.1 | $77M | 173k | 445.83 | |
| Hilton Worldwide Holdings (HLT) | 4.0 | $74M | 523k | 140.87 | |
| Apollo Global Mgmt (APO) | 3.9 | $73M | 1.2M | 63.16 | |
| Netflix (NFLX) | 3.9 | $72M | 209k | 345.48 | |
| Transunion (TRU) | 3.8 | $71M | 1.1M | 62.14 | |
| Allstate Corporation (ALL) | 3.7 | $69M | 622k | 110.81 | |
| Haleon Spon Ads (HLN) | 3.7 | $68M | 8.4M | 8.14 | |
| Saia (SAIA) | 3.5 | $65M | 239k | 272.08 | |
| General Electric Com New (GE) | 3.3 | $61M | 635k | 95.60 | |
| Expedia Group Com New (EXPE) | 2.6 | $49M | 501k | 97.03 | |
| Spotify Technology S A SHS (SPOT) | 0.3 | $6.1M | 46k | 133.62 | |
| Conx Corp *w Exp 10/30/202 (CNXXW) | 0.0 | $181k | 1.0M | 0.18 |
