Palestra Capital Management as of Sept. 30, 2024
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 36 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 7.3 | $220M | 384k | 572.44 | |
| Flutter Entmt SHS (FLUT) | 6.8 | $206M | 870k | 237.28 | |
| salesforce (CRM) | 6.3 | $192M | 700k | 273.71 | |
| Intuit (INTU) | 5.5 | $168M | 270k | 621.00 | |
| Performance Food (PFGC) | 4.8 | $146M | 1.9M | 78.37 | |
| Ptc (PTC) | 4.7 | $141M | 782k | 180.66 | |
| Microsoft Corporation (MSFT) | 4.4 | $133M | 310k | 430.30 | |
| Visa Com Cl A (V) | 4.1 | $126M | 457k | 274.95 | |
| Carvana Cl A (CVNA) | 4.0 | $122M | 699k | 174.11 | |
| Capital One Financial (COF) | 4.0 | $120M | 803k | 149.73 | |
| CRH Ord (CRH) | 3.9 | $117M | 1.3M | 92.74 | |
| Amazon (AMZN) | 3.5 | $107M | 575k | 186.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $106M | 639k | 165.85 | |
| Sharkninja Com Shs (SN) | 3.5 | $106M | 971k | 108.71 | |
| Ge Aerospace Com New (GE) | 3.1 | $95M | 504k | 188.58 | |
| Allstate Corporation (ALL) | 3.1 | $93M | 492k | 189.65 | |
| Hilton Worldwide Holdings (HLT) | 3.1 | $93M | 404k | 230.50 | |
| Live Nation Entertainment (LYV) | 2.9 | $87M | 797k | 109.49 | |
| Lumen Technologies (LUMN) | 2.6 | $79M | 11M | 7.10 | |
| 3M Company (MMM) | 2.4 | $74M | 540k | 136.70 | |
| Vistra Energy (VST) | 2.1 | $64M | 538k | 118.54 | |
| Aercap Holdings Nv SHS (AER) | 2.1 | $63M | 669k | 94.72 | |
| Vulcan Materials Company (VMC) | 1.8 | $53M | 213k | 250.43 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.6 | $47M | 931k | 50.79 | |
| Hldgs (UAL) | 1.5 | $47M | 817k | 57.06 | |
| NVIDIA Corporation (NVDA) | 1.4 | $41M | 339k | 121.44 | |
| Charter Communications Inc N Cl A (CHTR) | 1.2 | $35M | 108k | 324.08 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 1.1 | $34M | 996k | 34.02 | |
| Ge Vernova (GEV) | 1.1 | $32M | 126k | 254.98 | |
| Booking Holdings (BKNG) | 0.8 | $24M | 5.7k | 4212.12 | |
| Echostar Corp Cl A (SATS) | 0.6 | $18M | 717k | 24.82 | |
| Dollar Tree (DLTR) | 0.5 | $16M | 224k | 70.32 | |
| Paramount Global Class B Com (PARA) | 0.5 | $14M | 1.3M | 10.62 | |
| Workday Cl A (WDAY) | 0.2 | $6.0M | 25k | 244.41 | |
| Progressive Corporation (PGR) | 0.1 | $4.3M | 17k | 253.76 | |
| Transunion (TRU) | 0.1 | $1.9M | 19k | 104.70 |
