Palestra Capital Management as of June 30, 2024
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 33 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CRH Ord (CRH) | 6.9 | $174M | 2.3M | 74.98 | |
| Intuit (INTU) | 5.0 | $128M | 194k | 657.21 | |
| Live Nation Entertainment (LYV) | 5.0 | $126M | 1.3M | 93.74 | |
| Ptc (PTC) | 4.9 | $124M | 683k | 181.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $119M | 651k | 182.15 | |
| Meta Platforms Cl A (META) | 4.6 | $116M | 229k | 504.22 | |
| salesforce (CRM) | 4.5 | $114M | 445k | 257.10 | |
| Microsoft Corporation (MSFT) | 4.4 | $112M | 252k | 446.95 | |
| Performance Food (PFGC) | 4.3 | $109M | 1.6M | 66.11 | |
| Visa Com Cl A (V) | 4.3 | $108M | 410k | 262.47 | |
| Booking Holdings (BKNG) | 4.1 | $103M | 26k | 3961.50 | |
| Amazon (AMZN) | 4.1 | $103M | 534k | 193.25 | |
| Hilton Worldwide Holdings (HLT) | 3.9 | $99M | 455k | 218.20 | |
| Capital One Financial (COF) | 3.7 | $94M | 680k | 138.45 | |
| Allstate Corporation (ALL) | 3.7 | $93M | 583k | 159.66 | |
| Apollo Global Mgmt (APO) | 3.6 | $91M | 773k | 118.07 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.6 | $90M | 88k | 1022.73 | |
| Aercap Holdings Nv SHS (AER) | 3.5 | $89M | 950k | 93.20 | |
| Ge Aerospace Com New (GE) | 3.2 | $80M | 504k | 158.97 | |
| At&t (T) | 3.1 | $77M | 4.1M | 19.11 | |
| Applovin Corp Com Cl A (APP) | 3.0 | $76M | 918k | 83.22 | |
| Trane Technologies SHS (TT) | 3.0 | $75M | 229k | 328.93 | |
| Vulcan Materials Company (VMC) | 2.1 | $53M | 213k | 248.68 | |
| NVIDIA Corporation (NVDA) | 1.4 | $34M | 278k | 123.54 | |
| Charter Communications Inc N Cl A (CHTR) | 1.3 | $32M | 108k | 298.96 | |
| Micron Technology (MU) | 1.1 | $29M | 217k | 131.53 | |
| Dollar Tree (DLTR) | 0.9 | $24M | 224k | 106.77 | |
| Ge Vernova (GEV) | 0.9 | $22M | 126k | 171.51 | |
| Echostar Corp Cl A (SATS) | 0.5 | $13M | 717k | 17.81 | |
| Lumen Technologies (LUMN) | 0.5 | $12M | 11M | 1.10 | |
| Sherwin-Williams Company (SHW) | 0.2 | $5.1M | 17k | 298.43 | |
| Progressive Corporation (PGR) | 0.2 | $4.4M | 21k | 207.71 | |
| Lpl Financial Holdings (LPLA) | 0.2 | $4.0M | 14k | 279.30 |
