Palestra Capital Management as of Dec. 31, 2023
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 24 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CRH Ord (CRH) | 7.2 | $146M | 2.1M | 69.16 | |
| Ptc (PTC) | 6.8 | $136M | 777k | 174.96 | |
| Progressive Corporation (PGR) | 6.7 | $134M | 842k | 159.28 | |
| salesforce (CRM) | 6.5 | $130M | 495k | 263.14 | |
| Microsoft Corporation (MSFT) | 5.9 | $120M | 318k | 376.04 | |
| General Electric Com New (GE) | 5.4 | $109M | 851k | 127.63 | |
| Visa Com Cl A (V) | 5.4 | $108M | 415k | 260.35 | |
| Amazon (AMZN) | 5.2 | $104M | 683k | 151.94 | |
| Vulcan Materials Company (VMC) | 4.9 | $98M | 432k | 227.01 | |
| Performance Food (PFGC) | 4.8 | $97M | 1.4M | 69.15 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $94M | 671k | 139.69 | |
| Meta Platforms Cl A (META) | 4.2 | $85M | 240k | 353.96 | |
| Allstate Corporation (ALL) | 4.1 | $84M | 597k | 139.98 | |
| Constellation Brands Cl A (STZ) | 4.1 | $83M | 344k | 241.75 | |
| Discover Financial Services (DFS) | 4.1 | $82M | 733k | 112.40 | |
| Hilton Worldwide Holdings (HLT) | 3.9 | $79M | 434k | 182.09 | |
| Aercap Holdings Nv SHS (AER) | 3.8 | $76M | 1.0M | 74.32 | |
| Intuit (INTU) | 3.0 | $60M | 95k | 625.03 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.7 | $53M | 513k | 104.00 | |
| At&t (T) | 2.1 | $42M | 2.5M | 16.78 | |
| Dollar Tree (DLTR) | 1.6 | $32M | 224k | 142.05 | |
| Charter Communications Inc N Cl A (CHTR) | 1.6 | $32M | 82k | 388.68 | |
| Lumen Technologies (LUMN) | 1.0 | $20M | 11M | 1.83 | |
| Dish Network Corporation Cl A | 0.6 | $12M | 2.0M | 5.77 |
