Palestra Capital Management as of June 30, 2023
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 27 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.1 | $123M | 362k | 340.54 | |
| Meta Platforms Cl A (META) | 5.5 | $112M | 391k | 286.98 | |
| Performance Food (PFGC) | 5.4 | $109M | 1.8M | 60.24 | |
| salesforce (CRM) | 5.3 | $107M | 504k | 211.26 | |
| Ptc (PTC) | 5.2 | $105M | 738k | 142.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $103M | 862k | 119.70 | |
| Visa Com Cl A (V) | 4.9 | $98M | 414k | 237.48 | |
| Hilton Worldwide Holdings (HLT) | 4.8 | $98M | 673k | 145.55 | |
| Intuit (INTU) | 4.6 | $94M | 205k | 458.19 | |
| Saia (SAIA) | 4.3 | $88M | 256k | 342.41 | |
| General Electric Com New (GE) | 4.2 | $86M | 781k | 109.85 | |
| Expedia Group Com New (EXPE) | 4.1 | $83M | 757k | 109.39 | |
| CSX Corporation (CSX) | 4.1 | $82M | 2.4M | 34.10 | |
| Progressive Corporation (PGR) | 4.0 | $81M | 613k | 132.37 | |
| Vulcan Materials Company (VMC) | 3.7 | $75M | 332k | 225.44 | |
| Transunion (TRU) | 3.4 | $69M | 883k | 78.33 | |
| Equifax (EFX) | 3.3 | $66M | 280k | 235.30 | |
| World Wrestling Entmt Cl A | 3.2 | $65M | 602k | 108.47 | |
| Workday Cl A (WDAY) | 3.2 | $64M | 284k | 225.89 | |
| Haleon Spon Ads (HLN) | 3.1 | $62M | 7.4M | 8.38 | |
| Lennar Corp Cl A (LEN) | 2.9 | $58M | 465k | 125.31 | |
| Allstate Corporation (ALL) | 2.7 | $54M | 496k | 109.04 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.5 | $50M | 500k | 100.92 | |
| NVIDIA Corporation (NVDA) | 2.4 | $49M | 116k | 423.02 | |
| Netflix (NFLX) | 1.5 | $31M | 70k | 440.49 | |
| Allegheny Technologies Incorporated (ATI) | 0.5 | $10M | 233k | 44.23 | |
| Lumen Technologies (LUMN) | 0.1 | $1.7M | 735k | 2.26 |
