Palestra Capital Management as of March 31, 2025
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Henry Schein (HSIC) | 13.1 | $332M | 4.8M | 68.49 | |
| Meta Platforms Cl A (META) | 9.8 | $250M | 433k | 576.36 | |
| Ptc (PTC) | 6.8 | $173M | 1.1M | 154.95 | |
| Flutter Entmt SHS (FLUT) | 6.3 | $161M | 725k | 221.55 | |
| Capital One Financial (COF) | 6.0 | $153M | 851k | 179.30 | |
| Carvana Cl A (CVNA) | 5.7 | $145M | 692k | 209.08 | |
| Performance Food (PFGC) | 5.6 | $141M | 1.8M | 78.63 | |
| Intuit (INTU) | 5.5 | $141M | 229k | 613.99 | |
| salesforce (CRM) | 5.3 | $134M | 500k | 268.36 | |
| Lpl Financial Holdings (LPLA) | 5.1 | $131M | 399k | 327.14 | |
| CRH Ord (CRH) | 4.8 | $122M | 1.4M | 87.97 | |
| Sharkninja Com Shs (SN) | 4.6 | $117M | 1.4M | 83.41 | |
| Visa Com Cl A (V) | 4.4 | $112M | 320k | 350.46 | |
| Hilton Worldwide Holdings (HLT) | 3.6 | $92M | 404k | 227.55 | |
| Louisiana-Pacific Corporation (LPX) | 3.3 | $84M | 912k | 91.98 | |
| Apollo Global Mgmt (APO) | 2.5 | $64M | 470k | 136.94 | |
| Microsoft Corporation (MSFT) | 2.2 | $55M | 146k | 375.39 | |
| Ansys (ANSS) | 1.4 | $35M | 110k | 316.56 | |
| Synopsys (SNPS) | 1.3 | $34M | 78k | 428.85 | |
| Dollar Tree (DLTR) | 0.7 | $17M | 224k | 75.07 | |
| Paramount Global Class B Com (PARA) | 0.6 | $16M | 1.3M | 11.96 | |
| Lumen Technologies (LUMN) | 0.6 | $15M | 3.8M | 3.92 | |
| Echostar Corp Cl A (SATS) | 0.4 | $9.2M | 360k | 25.58 | |
| Progressive Corporation (PGR) | 0.2 | $5.3M | 19k | 283.01 | |
| Live Nation Entertainment (LYV) | 0.2 | $4.3M | 33k | 130.58 |
