Palestra Capital Management as of Dec. 31, 2024
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 36 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 7.0 | $257M | 438k | 585.51 | |
| salesforce (CRM) | 5.2 | $189M | 565k | 334.33 | |
| Henry Schein (HSIC) | 5.0 | $183M | 2.6M | 69.20 | |
| Sharkninja Com Shs (SN) | 4.8 | $173M | 1.8M | 97.36 | |
| Flutter Entmt SHS (FLUT) | 4.7 | $173M | 671k | 258.45 | |
| Intuit (INTU) | 4.7 | $171M | 271k | 628.50 | |
| Ptc (PTC) | 4.6 | $168M | 915k | 183.87 | |
| Performance Food (PFGC) | 4.6 | $168M | 2.0M | 84.55 | |
| Carvana Cl A (CVNA) | 4.5 | $164M | 807k | 203.36 | |
| Capital One Financial (COF) | 4.4 | $161M | 901k | 178.32 | |
| Progressive Corporation (PGR) | 3.9 | $143M | 599k | 239.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $142M | 753k | 189.30 | |
| CRH Ord (CRH) | 3.7 | $135M | 1.5M | 92.52 | |
| Microsoft Corporation (MSFT) | 3.4 | $126M | 299k | 421.50 | |
| Apollo Global Mgmt (APO) | 3.2 | $118M | 713k | 165.16 | |
| Hldgs (UAL) | 3.1 | $112M | 1.2M | 97.10 | |
| Visa Com Cl A (V) | 3.0 | $108M | 343k | 316.04 | |
| Lpl Financial Holdings (LPLA) | 2.9 | $107M | 328k | 326.51 | |
| Hilton Worldwide Holdings (HLT) | 2.7 | $100M | 404k | 247.16 | |
| Live Nation Entertainment (LYV) | 2.5 | $92M | 708k | 129.50 | |
| Amazon (AMZN) | 2.5 | $90M | 409k | 219.39 | |
| Ge Aerospace Com New (GE) | 2.3 | $84M | 504k | 166.79 | |
| Lumen Technologies (LUMN) | 1.6 | $59M | 11M | 5.31 | |
| Reddit Cl A (RDDT) | 1.6 | $59M | 363k | 163.44 | |
| Vulcan Materials Company (VMC) | 1.5 | $55M | 213k | 257.23 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.4 | $52M | 863k | 60.50 | |
| Ge Vernova (GEV) | 1.1 | $41M | 126k | 328.93 | |
| Docusign (DOCU) | 1.1 | $39M | 431k | 89.94 | |
| Charter Communications Inc N Cl A (CHTR) | 1.0 | $37M | 108k | 342.77 | |
| NVIDIA Corporation (NVDA) | 1.0 | $35M | 262k | 134.29 | |
| Louisiana-Pacific Corporation (LPX) | 0.9 | $35M | 333k | 103.55 | |
| Booking Holdings (BKNG) | 0.6 | $23M | 4.7k | 4968.42 | |
| Dollar Tree (DLTR) | 0.5 | $17M | 224k | 74.94 | |
| Echostar Corp Cl A (SATS) | 0.5 | $16M | 717k | 22.90 | |
| Paramount Global Class B Com (PARA) | 0.4 | $14M | 1.3M | 10.46 | |
| Servicetitan Shs Cl A (TTAN) | 0.1 | $2.9M | 28k | 102.87 |
